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Auto Send Email Template
Hello guys, I'm trying to build Hiring Candidate Process so I want to build an automated sending email with a premade template, can smartsheet do that? for example: 1st interview => fail => send "thank you" email Thank you very much, hope you guys have great day
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How to Fix: Value of Parent Row (days) Not Showing the Sum of the Childrens' Rows (days)
We may have run into a bug with a value on a parent row. The duration of days should be 15 days because the sum of the childrens' rows is 15 (5 tasks, 3 days each), but the parent row displays 25 days. Where could this be pulling from? Can anyone provide some direction? See Row 18 in the attached screenshot. Thanks! Des
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How to copy a sheet without updating system generated columns Created By and Last Modified By?
I would like to back up a sheet that contains two system generated columns, Created By and Last Modified By, which currently are populated for all of the rows. When I tried saving the current sheet as a new sheet, all of my rows in the new sheet get messed up because many columns contain formulas that extract the data…
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Dashboard Reporting Logical Filtering
Hello, I am currently devolping an Automated Dashboard Template that may function as a Site Visit Report. The project consists of developing thousands of Site Visits Reports, hence the need for an automated system and data entry. I developed a Grid and Form that will be a user-friendly tool during each site visit. However,…
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Question on creating template tools that automatically feed and update rows to a central repository
Our department was recently running into the issue of housing data and tools in consistent manner that allows for accurate department wide reporting without the need for additional administrative activities and duties to keep it up to date As part of this I was trying to figure out a way to accomplish the two items below…
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Nonprofit looking for assistance expanding template set
Hello All, I'm in Operations at a nonprofit. I am hoping for assistance in building out the Template Set for Objective and Key Results (OKR) Tracker. The template set is built for 5 objective. I need it built out for 12 and I am running into difficulty connecting cells/sheets and formatting. I have a blank copy. If someone…
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Project Management Office Template - Silly Question
Hi Community!! I'm working my way thru setting up a project portfolio using the Project Management Office template which is amazing! I have sort of a silly question......the Intake Form and Project Intake Sheet request something called a "Category". How should I think about categorizing the projects in the portfolio? How…
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How to create a master schedule sheet in project prog schedule mode by linking other schedule sheets
Hello, first of all sorry for my English, I'm doing a translation from French. I work in the construction industry and we have big construction projects. Each major construction project includes several complex tasks. Each of these tasks is a project in itself and it has its own schedule. The goal is to bring together all…
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Can an intake form populate more than just a new horizontal row in a sheet?
I have timeline templates built out in a cascading fashion (with parent and children relationships) using "workday" formulas and a holiday list. I'd like to start the timeline off with an intake form. The customer would enter the timeline type (telling smartsheet which template to pull) and then the start and end date of a…
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Template Import Data?
I have a template with only column headings and one column with two conditional formatting rules. However, when I import a spreadsheet into the template it overwrites the template settings. Is it possible to import only data into a Smartsheet template, as in Excel "Get Data/From File/From Workbook"?
