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Task Management / To-Do's: New Email Push to Smartsheet
Is there a way to forward a new email from outlook to smartsheet for automated entry into a workplan? I have a To-Do list by using a simple grid format. I am curious if I can forward an email to a targeted address that will create a new line in a grid/workplan/list
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Complex Time Calculations - difference between created dates
Hi, Having an ongoing battle here with trying to work around the system generated "Created" date/time stamp. I want my guys to fill in a form when they start and stop doing work on a project in our production line, and then evaluate the time spent on each serial number job. My grid of sample responses looks like below: You…
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Is this even possible?
I have a process document with columns with start dates and due dates. The process steps do not change from year to year. What I would like to do is trigger some action or create a formula that once an item is checked complete, the start date and due dates advance by 365 days. It would be great if the complete box was then…
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Automatically Generate documents
Is there a way to automatically generate a PDF when a row is added to a sheet?
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Form Resubmissions
Good evening, I'm posting again in the hopes that someone can help me with an issue. I have a form that is being used to route matter closing requests from the attorney to Accounting to Records. I have a number of forms that were submitted (entries in the SmartSheet) but never went to anyone in Accounting because the email…
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Automatically adding rows to sheet and automatically nesting them under parent row?
Is it possible to have a rows automatically added to a sheet (for instance from a form on another sheet), and have the rows automatically be nested under the correct parent row on the target sheet? For example, if the Primary column is "project name", and "parent project name" is a field on the form, is there any way for…
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How do I get my workflow to work?
Hi could anyone help me with this work flow? Firstly I wanted once a row was complete, it would delete, however i read through some of the comments and showed that this was not possible. Instead I wanted once the row is complete, to move into a separate spreadsheet, however the work flow isn't working. Could anyone help?
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Allow data entry only if another column is not empty
Hi everyone, To help you understand, our business is about rentals. In our sheet, we have columns for: Date the contract was issued Date "from" (when the rental starts) Date "to" (when it ends) I am trying to find a way to allow Data entry in columns 2 & 3 only if there is a date in column 1. If column 1 is empty, employee…
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Is it possible to format the body text of an email reply under Alert someone? Will the body text und
Is it possible to format the body text of an email reply under Alert someone? Will the body text under Customize Message accept HTML or another markup language? I would like to include a couple of hyperlinks and apply background color highlight to a few words.
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Automated Workflow in archiving the data in the sheet
We are using the Smartsheet form to collect the real-time customer experience survey data. One of the challenges is, after a few months, the number of rows in the sheet will approach the 20,000 rows limit. Therefore, we need to manually go in and move some of the older data to a new sheet to allow the space for additional…
