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Dashboards
Am I the only one who truly hates the new Dashboard UI? Since the new UI was introduced, it takes me at least 5 additional clicks and much more time to create a new dashboard or modify an existing one... I used to be able to "Save as New" an existing dashboard and modify it for the project, while keeping the layout. With…
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Why Created By (auto generate column) show automation SS email when we attach the file first?
When user firstly attached file before fill up other columns, "created by" column will show "automation@smarsheet.com" email. It seems that to get correct email, user need to fill up other column 1st before attach something. Can we change this? cause i need to use "created by" column for an email automation.
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Autopopulated customized response after form submission
I don't think this is an option, but here goes. I have a form connected to a smartsheet that references another smartsheet to autopopulate text information based on a selection in the form. Instead of someone having to either 1) go in and view the autopopulated cells, or 2) the smartsheet owner emailing the submitter the…
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Dates in Exporting Reports
Hi - does anyone know of a way to add a date to the title of an excel export so when I automate updates each file is dated? Right now it sends just the report name each time.
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*NEW: Proofing using Reports
The new Proofing capability is something we would like to implement in our department, but we are having issues with accessing this in Reports. We see that Proofing can be done in the main smart sheet, but our Artists access new design requests via Reports so that they only see what tasks and designs are assigned to them.…
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Is there a way to consolidate all approved proofs into a report or dashboard?
we are a real estate company and we would like to see the photos taken by our engineers on site as proof in on of our reports or dashboard. please check
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Attaching files best practice
Hi We are rolling out Smartsheet and we are a MS shop which means we use Teams, OneDrive and SharePoint. I understand that if files are attached from OneDrive, it is a link to the file and will always point to the latest version of the file. This is not the case for SharePoint. We are considering to only "allow" a URL to…
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Form submission triggers email with Spreadsheet?
New to Smartsheet. Use case: Form is received w/email address. Can an xslx be attached in a triggered email reply?
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PDF Portfolio File Won't Open in Smartsheet Viewer
When I click on a PDF file that I have attached to a smartsheet row, I get the message below. I have Acrobat DC Pro on my computer so why is it asking me download reader? Is there a setting I need to change in order to have the file open automatically when I click on it? Thank you.
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Can't upload doc, can't tell why
I have a sheet with a lot of docs uploaded, tried to load another yesterday and couldn't. I'm guessing there are # and/or size limitations for files for sheets, but I can't find that info anywhere - and even if I knew the limitations, I'm not sure how I'd see if I'm reaching them with any particular sheet. Any ideas?