-
Help Needed
Hi All, I am trying to create a formula to work out the number of days ( Helper V1 ) between the VISIT 1 and VISIT 2 days column. Any thoughts would be greatly appreciated Thanks
-
INDEX - Collect question
Hi there, I have a project where in the project plan, based on the start date selected for a task, I'd like Smartsheet to reference another sheet (which is the table of Sprint, Start Date, Proposed Completion Date, Sprint Label) and populate the Sprint Column with the correct Sprint Label). So the formular should check…
-
Is anyone using a "ai service" for meeting notes and importing into smartsheet?
Hello - we track client meeting notes for our projects in a smartsheet. We use a parent-child relationship for the meeting titles, and the children are all of the topics. We track open and closed items with assigned to and dates. We might have 20 meetings for a client. It works pretty well. We are recording the meetings…
-
How Do You Capture and Automate Meeting Notes in Smartsheet?
What are your best practices for capturing project meeting notes directly in Smartsheet and automating how those notes and action items flow into RAID logs or other project artifacts? Today, our team takes notes in OneNote, emails them out, and then PMs manually update the RAID log and other sheets in our project suite.…
-
Why do all sheets now need to be part of a workspace?
I am trying to set a workflow for an existing sheet, I have Admin permission. Once the rows meet a certain criteria I need them moved, one sheet to another. I created the new sheet, to where the rows need to be moved, which makes me the owner. However, when creating the new sheet, it creates a whole new workspace, like…
-
How to incorporate a hyperlink to a SharePoint file in Approval automation
Need help: We are using an approval request automation where we would like to incorporate a SharePoint link rather than a file attachment to the request. We have a sheet column with the hyperlink, but it does not show up in the approval email or it shows up as a LONG URL. Needs to function both from desktop computer as…
-
"Move row" automation option for "origin sheet"
I have a few Smartsheet solutions in place where a sheet is a destination for "Move row" automations from multiple sheets. For example a "Completed" sheet could have rows moved to it from 20 other "Active" sheets (each active sheet having a "Move row" automation to move rows at the end of each day when all checkboxes are…
-
How to set up the Open request link to open in a new tab?
A coworker asked me to investigate why, when she clicks Open request in a Smartsheet email notification, it doesn’t open in a new tab. When I click the same link, it opens in a new tab without issue. I’m using Microsoft Edge, and she’s using Google Chrome.
-
Add Feature to Email Form Submission to Contact Listed on Form
Recommend implementing a SmartSheet feature that enables automated distribution of the submitted form to a contact listed within the form itself, in addition to the individual completing the form. This functionality would ensure that all relevant parties receive a copy upon submission, without access to the sheet…
-
Email attachment
With the automated email function is there a way to edit how the email is designed? Our accounting system does not pick up the pdf link and will only recognise a Pdf as an attachment? Thank you in advance