-
Project Management: Weekly capture of actuals against planned hours
Many thanks in advance! We have a team of project associates that are asisgned to a number of tasks on a project in a smartsheet. I want to be able to send a timesheet to each resource at the end of every week. On the timesheet I would like to display the task for the week and ask for actual hours to be entered. These…
-
Curious about Form capability
Hi, would it be possible to use a form to get data into a sheet and instead of creating a new line of data it can add into an existing line? Attached an example.
-
Working with the Automations
Our organization is fairly new to smartsheets. We are using forms to collect data, but the hiccup that I have ran into is that I can't seem to automate a process that could flag duplicate entries, so that the individual who fills out the form, will receive an email to update their entry. Not sure if this is something that…
-
Smartsheet Shifts up when
I will be working on a form in Smartsheet and all of a sudden the whole sheet will shift up. As a result, I can't see anything above the first row by scrolling up. (see attached) This has happened multiple times and the only way to fix it is to refresh the page. Any ideas on what could be causing this? Note: I am scrolled…
-
Working with an update request workflow
Hi, I have setup a workflow around an "Update Request" but the one field that I would like them to be able to update does not allow it. I have checked that the field is not locked as well. I have attached a snap shot of both the workflow and how the form comes through. What am I doing wrong?
-
Columns Automatically Unhiding With Form Submission?
Hello all, We use a form for our open order sheet. We removed an item from our product list and I want to hide this item in our open order sheet (not deleted it, incase we add a new product because I already have all the automation and reporting set to include these columns). I have NUMEROUS hidden columns in this sheet,…
-
'Force' form interface with a sheet
I have a sheet which I'd like people to only access via a form on the Dashboard. Is that possible?
-
E-mail notifications
Hi, I have a 'Sheet' named 'Main sheet' with forms submissions arriving all the time, within the 'Main sheet' there is a field called 'Employee Department', when populated from the form this looks up the 'Project Sponsor' from a further 'Sheet' named 'Lookup' and pulls the e-mail through to the 'Main sheet' - this all…
-
Approval: two users/same level
Hello, Is there a way I can send an approval form to two managers who both need to sign off on each staff member's annual leave? I can do it if I send to Manager A first and then Manager B once the first step has been completed, but wondered if there's a way to do them both at the same time that I'm not seeing...?
-
Table of contents in a large sheet; use of forms
hi, I use one large sheet to manage many different legal tasks across my team (1,000 rows currently). The sheet is divided to many sub sections/categories, main tasks, sub tasks etc. Wanting to add a new main task to a category, the user needs to scroll down to find the right category which is time consuming. Two questions…
