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Intranet in Smartsheet - Anyone Successful in Transitioning Policies and Procedures
I am attempting to transition our current Intranet over to Smartsheet and the biggest hurdle I currently have is around Policies and Procedures. We are a ISO certified company so document control is a important issue for us. Our current platform allows for linking within one procedure to possible several other procedures,…
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How to copy a sheet without updating system generated columns Created By and Last Modified By?
I would like to back up a sheet that contains two system generated columns, Created By and Last Modified By, which currently are populated for all of the rows. When I tried saving the current sheet as a new sheet, all of my rows in the new sheet get messed up because many columns contain formulas that extract the data…
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Formula to auto-transfer data into another sheet
The company I work for uses Smartsheets to build schedules. We have both weekly and daily schedules. However, I've noticed a lot of our time is spent daily going through and transferring information from the weekly to the daily grids. I didn't know if there was a way for me to auto-link certain grids to a grid on another…
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I'm creating a form that will require hundreds of entries, how do I make this easy for the end user?
I'm recreating a form that was once a multi-tab excel spreadsheet. This link will be hosted on our webpage and will require users to list up to hundreds of names. What is the most efficient way for them to do this? Should I have them attach an Excel file to the form? I want to be able to upload the names to a potential…
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Formula Assistance (COUNTM??)
Hello all, My team and I are hoping to build a formula to do the following: First, identify all items that belong to "Group A," then count how many items the rows that belong to group A have in "Color." So, for example, the answer for this would be 4 (because there are 4 items in the "Color" column that belong to Group A).…
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workflow to be triggered when cell is changed to specific value
Hi all, I would like to create a notification workflow to be triggered when cell is changed to specific value. Is this possible? Thanks in advance!!
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Is there a way to automatically share editing access to underlying reports?
I have created a dashboard and would like anyone with access to be able to add information on rows in the underlying reports that are embedded. I'd prefer to be able to do this without adding each individual to the workspace. In WorkApps, I can share all reports, but I only want them to see the dashboard. Any/All ideas…
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How do I auto-save a sheet without opening the sheet?
I use conditional formatting. When I review the dashboard, the formatting doesn't update until I go to the sheet and save. I would like the sheet to save automatically when conditional formatting makes changes. Thank You.
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Usability Problems on Big Sheet
HELLO I HAVE AN USABILITY PROBLEM CURRENTLY OUR MAIN SHEET (ADMIN_2021) IS ONLY USING 41% OF CAPACITY, ACCORDING TO THE REPORTS OF EACH SHEET. INFACT WE HAVE 204.000 ACTIVE CELLS TO DATE (CURRENTLY USING 51 COLUMNS AND 4000 ROWS ) I AM THE OWNER OF THE SHEET, WITH A TOTAL OF 3 ADMINISTRATORS, 4 EDITORS, AND 2 OBSERVERS.…