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Unable To Create Project Using Control Center
Hello community! This is my first time trying to use Control Center so bear with me. I've been tasked with creating a solution within Control Center to provision new projects. I have my project sheet, I have my intake. I created a program and blueprint on the Control Center side. It references the intake sheet and a…
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Timelines basics courses?
Hi all, I’m looking to get more up to speed with Smartsheet timelines, especially features like Gantt charts, dependencies, milestones, and overall timeline best practices. I’ve already built out one sheet and understand the basics, but I’d love to learn more about the tips, tricks, and best practices that more experienced…
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UPDATE - Health and Wellness Solution
Here is what I have built out so far for my Health and Wellness Solution. Please note some information has been redacted, including my Forms Dashboard which is where I go to log most of my entries, it is more for me to see, it's not as pretty as these are. I'm a dork and record many things just for the fun of it. I started…
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Automated Workflow - Assigning Multiple Contacts to a Cell
I have create a project intake form for my program. In my form, I ask the user to select the departments that a project will involve (e.g., Communications, Product Development, Field Team, etc.). I then created an automation where, depending upon the department selected, a person was assigned in a contact column to the…
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Creating child rows with form selections
Newbie here! I have created a form for marketing requests. One of the drop down fields is for Marketing Avenues with 13 possible selections. I would love to find a way to auto create child rows for each avenue selected under the parent project row so we are able to assign those to different people and keep up with each…
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Forms - Previewing (validating) attachments before submitting the form
When users are utilizing a form, and they append an attachment to the form, we request the ability to preview or validate the attachment before they submit the form. For example, on email after you attach a file, you're able to open the attachment to be certain that was the intended file to submit.
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Highlight Changes Feature
When multiple collaborators are working in the same Smartsheet and the Highlight Changes feature is turned on and set to “I last viewed this sheet,” will the highlighted changes only appear for the first person who opens the sheet, or will each user see highlight changes based on the last time they viewed it? I am unable…
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Form Upgrade to Pull In Data from Another Smartsheet Source
It would be extremely helpful if there was a way to have data pull into a form from another Smartsheet source based on selections made within the form. Example: On the form there is a dropdown to select a client property number. The property Name, Address, and any additional property information are then pulled into the…
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Editing rows with forms is the #1 missing feature
I know this is not a new topic, there are many questions and discussions on this already. But me and my end users really need a form view for modifying existing rows. My rows contain over 250 columns in the database I'm building. If I could create different form views to modify rows with, my efficiency would probably…
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Deactivate form after set # of entries/submissions OR by date
It would be a great thing to be able to specify that a form be made inactive after a set # of entries. For example, my company is sending out an email with a link to a form created to gather demographic information on the individuals. The first 40 submissions are eligible for a 'free lunch' and we don't want to continue…