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Moving sheet from one workspace to another
Hello, I have a general question. looking to move a SHEET from one workspace to another. That sheet has a FORM and Workflow Alerts set up. Will that disrupt my workflow and inactivate the form link? Just want to confirm what I need to do to ensure the SHEET and workflow alerts don't break. User is the same. Second question…
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Ability to expand the size of the entry field for update requests
I've got an automation to request updates for a sheet, with one of the fields being a narrative entry. It would be helpful if I could expand the size of the box in the form for the update request, so they can better see what they are entering. As a bonus, it would also be helpful if they had some rich text attributes they…
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Bridge examples including Javascript
Hi fellow Smartsheeters! In preparation for my session at Engage 2024, The future of workflows, I'm posting a variety of live Bridge examples to this thread. Each "block" will have a use case description, workflow layout, and (if needed) the javascript code I used. Enjoy!
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Limit Time-slot selections
I am creating a sign-up form for an event, in which people will select a time slot to attend (1:00, 1:15, 1:30, etc.). There are 12 possible selections, and I can have a maximum of 4 people select each option. It would be wonderful if after the fourth time an option is selected it either disappears, is greyed out, or the…
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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
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Email flexibility - a CC option
Hi There - part of the function I use Smartsheet for is notifying folk around changes. This almost always includes a specific recipient and a number of FYI's. Currently all recipients are at the TO: level in any email, it would be elegant if there was a CC: option as well. Although I probably wouldn't use it Bcc: field…
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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…
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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…
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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.…
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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…