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Document Generation/Mapping included in templates
If I save a sheet that I've created a document mapping for as a template, that document mapping t should be a part of a template. It does not make sense that a document mapping saved in a template would not be used in the template. A document mapping that is saved within a template should be maintained when the template is…
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Form URLs should automatically update on newly saved dashboards when copying a workspace template
As a user, I would like form URLs to automatically update on newly saved dashboards when copying a workspace, So that I do not have to manually update the Form URLs and prevent the risk of forms accidentally pointing to the original sheet or workspace. Please refer to case # 05972330, as this had been previously assumed to…
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PMO Template-- Archiving Projects
I have begun setting up/ using the PMO template. I am wondering if there is a way to archive old, completed projects so my project-level folder stays organized but the data is still available. Thanks
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Best Template for Digital Platform Maintenance Management
Curious if people can point me in the best direction here (skimmed through template library and couldn't quite find what I was looking for). I manage an LMS which has a lot of on-going maintenance activities we need to complete on it to keep it up and running. These are tasks I want to be able to assign to people and have…
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NEW! Your survival guide to formulas is here. Meet the Formula Handbook.
Hi Community, Whether you’re summing child rows, calculating budget minus actual, or doing cross-sheet data lookups with multiple criteria, formulas are a must for tailoring solutions to your needs. The new Formula Handbook is here to help formula beginners and pros alike. This template contains: A glossary of all…
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how can I add on the roll up table my contact list of mangers so that the formula work
i have tried adding the email - the name but it doesn't work ! this is the formula I have used and referenced the assigned to and status column
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Fix Errors in the Cash Flow Templates
Link: I downloaded just one of the templates, the 12 month cash flow. I quickly spotted these errors, there may be more: One of the months had a beginning cash balance of $0 instead of being fed from the ending balance of the prior month. The other monthly columns seemed to be correct. In the yearly totals area the…
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Hyperlinks - Copying a Folder set where links stay with new sheets
Please tell me there is a solution for this.. I have a set of sheets, reports and dashboards. In one of the sheets there is a project plan and I've created hyperlinks to the relevant reports/dashboards within that folder. When I copy the folder, the hyperlinks refer to original sheets/reports and not the new ones. I've…
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Leave of Absence Template?
Hello! I'm super new to SmartSheet and I've looked for a template (can't find one) for Leave of Absence. Is there anyone out there using SmartSheet to help them track the minutiae of employees out on leaves of absence (FMLA, non-FMLA, etc), tracking if medical notes have been received, returning employees in the HRIS,…
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Template sharing within the community!
Love the community building, better yet when one of us has made a great work product, turn it into a template and share it. Make a community template library! Include owner's contact information should someone have a question. Then when someone takes it and makes it even better, share it again! Hyper-Collaboration!