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Building sheets that talk to each other
Hello, I have two sheets I would like to reference data to and from and I understand how to us the =VLookup option BUT what I cant seem to get it to work. I basically want one sheet that our shipping team updates to automatically update another sheet my purchasing team uses. The columns have dates and check boxes so when…
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Listing Multiple contacts.
Hi, we used to be able to assign and list multiple contacts to row. Now all of a sudden we are only given the option to choose from a drop down list and you can only choose one contact. Is there a way to go back to this feature?
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System: Created By as Contact List?
I have a form that's only accessible to registered Smartsheet users. I believe that means that the System: Created By field will always be an email address. In that case, is it possible to use the System: Created By column as a Contact List for things like Notifications and Update Requests? That would be more efficient and…
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Is it possible to assign a task to multiple people?
I am running a project where certain tasks are the responsibility of small project teams. As the teams are flat in hierarchy I would like to assign tasks in my smartsheet to multiple (generally only 2 or 3) people, such that they receive reminders, update requests, notifications etc and can update the sheet. Is this…
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All contacts visible to all users?
Hi All, Do you have any idea how can I prevent users to see all contacts within the Smartsheet? Any of my users can use Send option and choose from contact list any person in the account. I would like to prevent some people to see each other on the contact list. For instance if I build tools for competitors. I have deleted…
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Email based on cell value?
Is there a way to send an email containing the data from a row automatically based on the value in a cell? For example if they choose "Accounting" from a dropdown list or contact list in the "Department" column in row 1, then it would email the data from row 1 to the address on file for the Accounting Department.
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@Mentions needs login
If I mention someone in the comments, does the collaborator need to login and be shared to be notified or even notified without an account, as with updates requests?
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Unrecognized or Invalid Emails??
When sharing sheets between My account and Others(business partners/clients), I often run into unrecognized email accounts warnings/alerts... (and I have to drop what I'm doing and setup a contact in "My Smartsheet Contacts"). Wondering how common of a need this might be. I might invest a bit of time to come up with a…
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Adding Contacts - Logging in for the first time
I'm trying to understand how and when a new contact will receive an invitation to log in and set his or her password. Does this occur when a new contact is added? When a contact is added to a group? To a specific record on a Smartsheet? Any pointers would be helpful.
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Multi Contact List not populating from Form
I am experiencing an issue where a contact column with values added is not populating to a sheet from the form when 'allow multiple contacts' is selected. Is anyone else having this issue? I have also submitted a help ticket.