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Is it possible to build a system where a single form submission can dynamically create many tasks?
Typically, one submission of a form results in one row on the sheet the form belogs to. Is there a way to have one submission resulting in multiple rows (6-8) that assign work to different team members? Our customers purchase multiple ad products on a single insertion order. Ideally, Sales would complete one form, select…
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Dashboard - How to Add Dynamic Editable Text on Dashboards
Hi, I am working on creating a Dashboard where the Project Manager (PM) can input their Project Summary, which will then be displayed on their Dashboard. I understand that I can create a Metric Widget, connect it to a specific sheet, and point it to a particular cell. However, I need to ensure that this setup remains…
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Updating Dynamic Reports - Control Center
Hi - hoping someone has a suggestion. We are using Smartsheet Control Center and just started playing with Dynamic Reports. Our process updates the Dynamic Reports each time a new one is created; however, we want the ability to control what items are shown on the report based on a status that we can set. I understand we…
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Dynamically choose column to sum/countif from a wider range?
I am working on some budget tracking. I have a source sheet with each expense account and how much is budgeted for each month (Jan-Dec) and it goes back years. I want to display the info on a graph that show Jan-Dec and the sum of all expense account budgeted amounts in each cell. Right now in my metric sheet I have the…
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Control Center-Generated Report Issue
Hi - curious if anyone else has ever come across this - not sure if it's an issue or if it's something in the configuration that I am doing wrong. We have a control center solution that uses Dynamic Report scope to add the reports for newly provisioned items into a blueprint-level summary report. We have them grouped by…
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Merged: Dynamic drop down lists on Forms/Sheets
This discussion has been merged.
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Dynamic drop downs- possible in smartsheets?
My boss recently challenged me to see if I could add some logic to our project plan smartsheet templates where if a user entered in an Assigned To column can dynamically narrow the values available in a Role column to show only the roles the person selected in the Assigned To column is eligible for. For example, let's say…
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Column level permissions
Since there aren't column level permissions, I tried Dynamic view, which would work great if we could utilize proofing with Dynamic View, which is not possible. I have columns a specific group of users should NOT be able to edit on my sheet. However , I utilize proofs. Does anyone have a creative solution to not allow the…
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Dynamic scope report in Control Center not pulling the files
Dear All, I am struggling to figure out why a dynami report I set up in Control Center doesnt pull in the files. It is stubborn to keep only 1 file, instead of the 30 I think it should. Is there a setting in CC that I missed? I followed the instructions. First I created a report in a designated workspace, added it to the…
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Merged: Enhance Dynamic View with Grid, Calendar, Board, Gantt, and Card Views
This discussion has been merged.
