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How to Import MS Project File into Smartsheets, but with the Time stamps from MS Project?
When I try to import MS Project File into Smartsheets, it automatically treats the import as a project and hence the result only appears with the Start Date and Finish Date, and I lose the time stamps in from my MS Project File. I also tried taking an export of excel file first from mpp., but as I export to Excel, I lost…
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Automation / VLOOKUP help
Hello! My initial gripe comes from wanting to copy only certain cells from a row into another sheet. I've read a bunch of the threads for create a helper sheet, add dummy columns, and then use VLOOKUP, but I just cannot get it to work for myself and I'm uncertain what I'm missing! I have Sheet A that contains all my raw…
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Copying rows, but without automatically adding every single column into the 2nd sheet
I didn't see a discussion about this with a quick search, so here goes: When I copy a row from one sheet to another, the 2nd sheet automatically gets updated to include every single column in the original sheet. This is a real hassle when I have 220 columns in the original sheet, but really only want 40 or so of them in…
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attachments being sent to the customer
I am using smartsheet for local groups to apply for funding. We are assessing their applications based on the information they submit on a form. I then want to generate a series of offer letters (which I can do through automation). The bit that is missing is I want to then automatically send them an email to say there is…
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Any Issues with Automations Being Slow or Not Being Triggered?
For the past three years, we've been using Smartsheet boards, with one board dedicated to managing our production workflow. Once a job is completed, we remove it from the board to make space for other active tasks. This main board also triggers an automation that copies metrics from the primary sheet to a tracking sheet.…
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Add Grouping to Report Exports
When exporting a Report to PDF or Excel from Smartsheet, grouping and summary rows should be included. As I utilize a lot of automated reporting, via PDF, this would create consistency in the report view and exported view.
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Merged: Email a snapshot of a Dashboard daily.
This discussion has been merged.
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Why don't automated and exported reports show groups?
I'm trying to send an automated report on a schedule, but the PDF that's sent does not show my grouping. It lumps all rows together regardless of what group they are a part of. Is there a way to set groups to show in PDF versions of reports?
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Make Hiding & Unhiding columns an Automation function
Perhaps my "search foo" is a bit rusty, but I could not find an existing suggestion for this specific issue, only several tangentially related suggestions. I believe this is pretty self-explanatory. I have sheets with several checkbox columns that are typically hidden, but often need to be unhidden to perform some action.…
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Auto-Sorting sheet hacks
Hey guys! I've long been searching for a way to make one specific sheet auto-sort, without having to create individual reports. I know this has been a requested feature for ages and that it's in the works. I was curious if anyone has come up with any clever workarounds that can be used while we're all anxiously waiting? I…
