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Edit row from report
In a sheet's card view there's a shortcut ('Enter') to open edit form for that row. There's no such shortcut or option in standard grid view or a report which is the main working mode for me. Currently the only option I know of is to click on the row actions button and select 'Edit'. This is a lot of manual clicking…
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Enhancement Request: Improve Edit row from Report
Use Case: I have Sheet with lots of columns. Lots. 100 or more. I have a Report designed for a specific role and task set. The Report has a few columns. Two or more but less than 10. Limited view of the data. On the Row Menu, there is an Edit option that allows the user to see the Row in vertical orientation. However, all…
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So...What's On The Development Horizon For SmartSheet???
I have a lot invested in SmartSheet with my internal workflows and even client's. I have to know that there are REAL improvements and features coming out to STAY with SmartSheet. Beyond CardView, multi-contacts (negligible implementation) and a lot of UI cosmetic changes that were a mixed bag, not much has improved my…
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I need help creating a formula for identifying task status
Here is the formula I'm using... =IF([End Date]56 > TODAY() + 7, "Future Task", IF(AND([End Date]56 < TODAY() + 7, [End Date]56 > TODAY(), [% Complete]56 < 1), "On Schedule", IF(AND([End Date]56 < TODAY(), [% Complete]56 < 1), "Late", "Complete"))) The formula works to identify Future and Late tasks. How do I update the…
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Use triggers from Smartsheet?
Working on a new workflow. Today's workflow is manual and based on emails. I'd like to use the webform to collect the required data (done) and then, based on specific conditions in the sheet fields trigger actions in other system - from generating email to open a service ticket etc. I watched the movie of the docusign -…
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Renaming of attachments?
Good morning, I did a search in the Community, so apologies if this has already been addressed. Is there a simple way to rename attachments? We have several Word/PDF attachments and need to rename them to our internal naming convention protocol. The only way we've found is to download the document, rename, upload and then…
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Enhancement Request: Group Columns
Would really like to see an option to group or at the very least hide columns. Would definitely allow for an easier view for columns with =sum functions but still provide options to open up the details if needed.
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Single-Use Checkbox (or dropdown) - Can it be done?
Hi all! I looked in the forums and I didn't come upon any which matched this - but if you're aware of a similar thread, please link to it here! We are looking to find a way to make a checkbox or dropdown option a single-use type thing. Basically - we track travel in a large sheet - and part of the information we collect…
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LOST WORK
APPARENTLY AUTOSAVE HAS CHANGED WITH THE NEW UI. I JUST LOST A LOT OF WORK EXPECTING IT TO WORK THE SAME. THANKS SMARTSHEET. Be careful out there users.
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Saving eMail History
Only solution found: - cc myself on all email requests; this does not create/manage history well - create email as a discussion; save, then send that discussion Is it possible to save email's sent via smartsheets as part of the discussion for that line item?