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Approval process automation
I'd like to create a workflow which will collect data from a webform (can I edit the look & feel of the web form UI?) and have that data forwarded to several people for approval without the need to go to echosign. The webform is the easy part (thank you Smartsheet), but the rest of the approval confirmation on the sheet…
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shift project dates globally
I've created a schedule but now need to move the dates back globally by about 2 months. In another scheduler I use you can simply globally adjust dates + or - as you need - very convenient when the start date isn't nailed down yet. I don't have all the fancy dependencies set up - I haven't grown that far with setting it…
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Not receiving alerts on one of our computors
Hi There, For some reason, we are not receiving alerts on one of our desk top computors when new data is entered.... yet we do receive alerts when date is entered into the same sheet on a different computor.
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expired trial to member of team plan
i apologize in advance if this was asked before, but i didn't find it in the forum yet. i have a user that was on a trial to gain access to a sheet that she is one of many users of this particular sheet. Her trial expired and i sent her an invite (used her same email address) from our team account, but it was not as a…
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Reporting and Function/Formula Questions
Scenario: I created a web form that generates rows in a sheet that require follow-up from another individual. Each line is assigned to someone else for follow up when the web form submitter selects them from a drop down. That person is then notified. The selected person then goes into the sheet and makes updates to the…
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Download a Copy
I am currently trialing Smartsheet and am loving it so far. My question is what if there is no internet access, internet failure. Is it possible to download a copy of the file so that there is a backup you could use if no internet access? Thank you Carolyn
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Account Settings/Working Days
Good morning, Just wondering if there's an upcoming enhancement for perhaps a drop-down box to select your country where it will auto-populate major holidays, such as New Year's Day, Christmas, Thanksgiving, etc, but also allow to add additional days, if needed. Blessings, Loann
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How can I allow Viewers but prevent them from getting an update very time that i make a change to a
How can I as an Administrator allow Viewers to a sheet but prevent them from getting an email every time that I make an update to the sheet? I was not aware that these were going out to every person who has Viewer access.
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Cannot see resource allocations on the resource management view
Hi I am evaluatin smartsheet resource managment view I hae assign users in 2 different sheets, I acnnot see the user allocation on the global resource managment view 1. All users are active 2. In one sheet - the users are succesffuly tracked in the user managment and in the other they dont 3. Resource managment is enabled…
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Worksheet for Employee Referral Program
Hi Community, Would like some buy-in from the community to see if anyone has created really great employee referral program sheets that have helped their business? I'm sampling some of the templates arlready in SS, but thought I would see if anyone one else had some awesome sheets they'd be willing to share. Thanks, Kris
