-
Contacts: Importing fails ERROR "No .csv"
I have read the articles on this topic and have tried saving in as many formats as I possibly can. All colums are named and in order as suggested (unless I am overlooking an error) Please help, I cannot import contacts!
-
Limit View within a Sheet (using Web Forms)
Hello, New to Smartsheet. We would like to utilize a web form to allow customers to place orders/requests whereby the web form would populate the smartsheet for ONLY OUR INTERNAL visibilty/tracking of all requests combined. Currently, when I test this I am brought back into the sheet where I can see ALL requests. Does…
-
Sheet scalability
I have a sheet that I built for year-end performance reviews. The sheet is designed for one person. My company has 50+ employees and it would be great if I can run some sort of macro/app that would take the sheet and replicate it 50 times with each sheet adding a new name from a contact list. Any ideas? Thanks Ian
-
Send Update Requests based on a Contact column
Is there a way to send an Update Request based on a Contact List column? I have a large group of people and I need them to update their personal contact information. Rather than filling it out new every year, I would like them to receive it in a format where they can simply hit submit if none of the information has…
-
Assigning contact to multiple tasks
Is it possible to assign a contact to more than one task at the same time? I have a sheet with 65 rows - there are contacts with multple tasks so trying to avoid having to pick from the list on each single task. Thanks in advance for any help offered.
-
Clear Cells if Time Is
Hi, I'm looking for a formula to clear the contents of a column daily (preferably at a specfiic time). To give you an idea of what it is being used for; My sheet has a list of contacts and a yes or no checkbox column. Every day at a certain time an update request is sent out to all contacts listed asking "will you be…
-
Send alerts to two people using the same column?
I have set up a smartsheet where by the 'assigned to' is alerted by email when a task is due. However sometimes the 'assigned to' needs to be more than one person therfore i have to amend my columns to be 'assigned to 1' and 'assigned to 2' to ensure both people get an email alert when the taks assigned to them is due.…
-
Tracking Purchasing Approval
We are trying to find a way to track our purchasing process. I have created a sheet with a web form, but am having trouble with the approvals part of our process. Typically the purchaser would fill out the web form to request payment to a vendor or to themselves as reimbursement, then they need to get 2 approvals from…
-
How do I export the names/emails of collaborators who have access to a Workspace?
How do I export the names/emails of collaborators who have access to a Workspace? I need to send an MS outlook email to all collaborators of an existing workspace (over 70 ppl). In an effort to save time (e.g. avoid typing names 1:1) & heartache (e.g. inadvertantly leaving off a person), is there a way to export…
-
Access contacts from contact list in one sheet to share another sheet to
How to access contacts from a contact list in one sheet to share another sheet to, or send request updates to?
