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Multiple, comma separated values in one cell
Hi I'd like to create a report which returns all rows that have a certain value in column 'Donors' - i.e. we have activities that are funded by one or multiple donors, and I'd like to return all activities that are funded by Donor X. Conference one - donor x, y, z Conference two - donor y, z Three - donor x And the report…
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how can i auto populate in smartsheets
I am trying to auto populate a column based on a selection I make in another column.
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copy contact info from sheet to sheet
I am having an issue when I copy a line from one sheet to another and it is not copying over the contact info i.e. email address. any suggestions?
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Report with contact details
Hi, I want to create report with contact details based on data from my sheet. The problem I have is that in sheet I have some duplicates. Is there a way to add only one of duplicates to the report?
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Alerts & Actions
I am trying to ultimately set up my sheet to automatically send out Update Request 3 days (or whatever I set) within the "Bid Date" loaded into the sheet. It would be ideal if this update request would be emailed to the contact in "Sales Rep" column and copy (cc) me in the emailed Update Request for all of them. I was told…
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More than one contact in the contact list drop-down
We have a column type "contact list" that we use to track sales reps for individual products. Sometimes we have a product with more than one sales rep. I created a group with both sales reps as part of the group thinking I could use the group as the contact. It isn't available in the dropdown, only individuals. I want to…
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Dynamically assign view permission
Hi I have a contacts column in my Sheet and would like to dynamically share the sheet with these contacts. Each row has an owner that frequently changes. I'd like to be able to "just" change the contact in the row and with that he gets or losses access to the sheet and its reports. Is there a solution for that? Thanks
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Email distribution lists?
Hi everyone, We send out reports/minutes via Smartsheet after many meetings. It is somewhat time consuming to type out all the folks in the "To" line each and everytime we send the update. Is there a quicker way?
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Contacts and Contact Groups
Can you share contacts or contact groups with other smartsheet users? Similar to how you share a filter or another way?
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Notifications and alerts - by demand (immediate)
Hi all, Was wondering if there is a way to send notifications (alerts & reminders) to the entire sheet (all rows at once) whenever a user needs and not by a pre-defined rule? For example, the sheet owner want to be able to send update requests or notifications in the middle of the week, not in a specific day that he/she…