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Merged: Sheet Flag for Comments, Attachments, etc.
This discussion has been merged.
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Merged: Customisable Banners
This discussion has been merged.
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Incurred hours not showing for future dates within the same month
Hi everyone, We are using Smartsheet Resource Management for capacity planning, operational follow‑up, and monthly financial reporting, and we have a recurring challenge related to how Incurred Hours are handled in reports. We understand that incurred hours are date‑driven (past vs. future), and that this behavior is…
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Salesforce integration
Hi all, Newly "back" to my organization, Smartsheets is a new tool they use. I have taken a lot of the video training, but I haven't found one to understand how Smartsheet and Salesforce work together. Can anyone guide me or post where I can find the training?
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Approval Request Automation: Need User to Fill Out Fields
Hello, I'm trying to create an Approval Request automation, but I need the following actions: When approved: for user to type out their name When declined: for used to type out a reason I'm able to select the columns I want the information to be populated in on the automation, but it shows an error message. Is there no way…
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Merged: One Step to Browse Workspaces (Remove extra click)
This discussion has been merged.
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Merged: We need a way on a Project Schedule to delineate certain items can be completed on the weekend without turning it on for the whole sheet
This discussion has been merged.
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Enable attachments in automations when using 'message only' option
We receive data from externals which we then need to verify. Once it's verified we then email them back a PDF (that's been generated using 'generate document' feature) as it contains the crucial information that's been verified, and they can keep as a confirmation. Currently, I use the message only format in an alert…
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Anyone else having issues with search in board view not returning results?
I've just got a new team using Smartsheet in board view for easier collaboration. One issue though, is the search function is only returning matches when they're in the primary column - not in any other field. This isn't ideal and must be a bug. I've logged it as such but keen to know if anyone else is having the same…
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Merged: Smartsheet Forms to be saved as Template for Recurring Use
This discussion has been merged.