-
Notifying multip;e folks when a change is made to a specific ow
Hi We're a construction company and change orders are a nightmare when not tracked properly. We're working on a "from the field" change order system and I'm the sales/estimator. What I'd like to do is once I get notification from the crew that a change order needs to be generated, and then inform the bookkeeper, lead…
-
Filter - "at least one condition" - wrong results
Hi, I may be going mad, but I cannot get a filter with at least 1 of 2 conditions to work. Maybe my boolean is getting rusty... I have 2 columns with monetary values. I only want to show rows where at least one of these is bigger than zero. Nothing complicated. The settings are attached in the screenshot below. However I…
-
Sending Attachments
I want to send/share a row with someone and I want them to be able to see the images in the attachments without having to open them. For instance, I need to send a General Contractor a Weekly Report of work completed. There are attached images on a row that need to be sent to him. I could share the row, but it would not…
-
Create a report form from single line entry
Hi, we use Smartsheet to track customer requests and action plan to resolve. I am setting up a webform for quick entry and would like to print a "report" or something that is easy to pass on to the appropriate person. It would need to be for only one line on our smart sheet page. I know I can click on the line and "Send" -…
-
Zapier and Service M8 integration with Smarthseet
Hi, I was wondering if anyone has any info on how to achieve what i am trying to do: I have field management software that I use called Service M8 - it works with Zapier to update and or create rows in Smartsheet. We use Zapier to make a new row in Smartsheet and the trigger is when we make a new client in Service M8. That…
-
Activity Log
Is there an option anywhere for activity on a sheet to be logged. ie: I would like to know who has accessed my sheets and the time/date they have accessed the sheet and also details of any changes they have made. At the moment it sems that anybody (who has access) can make changes, make deletions, make errors, and there is…
-
Primary column not sorting properly
My primary column contains numbers (1 to 250 and growing). When I sort I get the 200's first going up then the 100's. They are numbers as near as I can tell and not text. If I use the add/remove decimal places tool they respond properly? What am I overlooking?
-
Can I filter child rows based on Parent row task name
Is it possible to filter a sheet based on the Parent Row task name? For example, if I have some child tasks that fall under the parent task name "Electrical" and some child tasks that fall under the parent task name "Mechanical" and I want to only see the parent and child rows for "Electrical". My sheet may have several…
-
Gantt view default??
My gantt chard defaults to the earliest date in the sheet. I need it to default to today's date. Help?
-
Field/Column Alert
Is there a way to set up an "on screen" alert when a specific text/number is added to a particular column? We use Smartsheet to manage client's jobs as well as deadlines. Some of our client's have a specific template that they would like for us to use and it can be a bit overwhelming when we deal with hundreds of clients.…