I am using the Communications template Smartsheet has available. I modified the categories to suit them to our business. I went into Report Builder to modify the report and the categories do not appear to select. Just for testing's sake, I changed all the categories back to the original names and report ran and calculated…
I am trying to build an expense report sheet for external attendees that come to trainings. Is there a way to allow them to submit each expenses separately through a form but then somehow automatically group rows together so that we are only paying each person one time for multiple expenses? These people will only attend…
Missed the webinar? Click here to access the recording. Virtual meetings are great for collaboration, but are your teams actually executing together? Learn best practices for using Smartsheet to make your remote teams more effective and productive. In this webinar, we’ll cover how to: Use free downloadable templates to…
I have created a form to capture some series of data. One of the fields on the form is for the user that is completing the form to key in their email address. I would like to create workflow automation when a certain trigger has taken place (example a checkbox checked) for the alert to be triggered and email a confirmation…
Hi All, Hoping there's a few Smartsheet super users out there that can help! I've created a pretty flash client specific dashboard which pulls in from one master project template, which is is also linked to about another 10 seperate report sheets. Without cloning and linking it all up again, I was wondering if there was a…
Hi! I have not found this topic discussed yet. We'd like to do a couple of things with our intake forms. 1. Make the intake fields conditional. Some surveys are set up so that what you chose in field A. will affect what you see for the fields following it. Like "What pet do you have?" If you choose "Cat" the next field…
Having an entire dialog for text and number formats would make much more sense to me.. combine the currency, percentage, thousands and decimal places into it's own dialog box. We really NEED a way to save and modify the formatting of common things. So as to have them available and globally modifiable across workspaces. Use…
I have a sheet serving as a software upgrade checklist template "model", (not an actual template, because it contains cross-sheet functionality, which is lost in templates). The sheet includes rows of tasks and a column containing hyperlinks to web-based instructions for each task. Instructions are on different pages based…
