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Filter option after Building a Report
Hi, After building a report, it would be great if we had the ability to use filters similar to the other sheets. Thanks, Brent
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Capturing data from a Magnetic Strip
I was wondering if there is any way for Smartsheet to capture or populate information if we swipe a card that has a magnetic strip? I.E. can we have employees swipe their ID badges and capture their employee ID number?
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Ticketing Sheet: Update Request to Group?
I'm using the ticket template and want to use the update request feature. Currently it seems like the only way to do an update request is to assign it to a specific user, which doesn't make sense if you have an entire department working on tickets at different times of day. How do you request an update to a ticket (row)…
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Send Reminders to Multiple Contacts
I want to send reminders to multiple contacts listed on my sheet at the same time. Contacts are listed in separate columns on the same row. This is for use in a template, so the names in those columns/cells will change. Smartsheet will not allow me to select multiple contact names (from columns) in a reminder. It does let…
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Automatically Adding Subtasks
I am working to create a Kanban Sheet and Cardview for continuous projects that we do in our office. We have the same subtasks associated with each client through 3 various phases. Is there a way that when I add a new client or Primary/Parent Task, that the same subtasks are automatically added? Thanks for your help!
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Project Plan views / Task assignee see's just their tasks
I have read posts where it says to use project plan FILTERS or create one off REPORTS to execute this requirement. This seems inefficient and each option lacks what the other provides. NEED: I want an all in one feature within a project plan where I can set 'resources' view permissions based on when they're assigned a task…
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restrict users from editing curtain fields
Is there a way to restrict certain users from editing curtain fields? For example, we are using Smartsheet so users can enter info waiting for approval, but we want only admin should be able to mark off "check box" for approvals.
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"Save As New" doesn't retain Auto data...
I use a separate sheet to track projects in each calendar year. This means I need to carry over partially completed projects rows from the previous year's sheet to the next year's sheet. I've used a "Save as New" to duplicate the sheet, formatting and data, but my "Submitted" column which contains the "Date Created" now…
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Auto Cell Linking With Templates
I need a way to auto link a row from new sheets with a master sheet because I am constantly using a template to create new project sheets containing the same info categories on each one but it takes up to much space to have all the projects on one sheet so i opted for individual project sheets. I need to be able to add key…
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You do not have permission to edit forms on this Smartsheet
I am the Owner of a Smartsheet, ID #4329033635784580, and have already created 22 forms for it. I cloned the last one I created and edited it. When I tried to save it, I received the error, "You do not have permission to edit forms on this Smartsheet." Why can't I save this form on the Smartsheet? Is there a limit to the…
