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Copy only specific rows when criteria is met?
I know how to copy rows to another sheet when a criteria is met. But is there way to do only copy certain rows to the new sheet? I can do this via Zapier, but would love to be able to do it natively within Smartsheet.
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Synchronizing data from Microsoft excel into an existing worksheet in smartsheet
Hi everyone, i recently uploaded a file from excel and linked it to an existing worksheet in smart sheet. The file in excel is updated every week. Is there a way i can synchronize the file with smart sheet without having to upload the file again every week.
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Where can I find a smartsheet's consultant??
Looking for a consultant to help our business maximize how we currently use Smartsheet. Needing someone with expertise in offering opinions and solutions for our needs. We are wanting to revamp our processes and utilize the dashboards, reports and automations. Would love someone that will offer guidance and that will build…
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Row Copying Issue
Hi I have a sheet, and in it there's a VLOOKUP to another sheet. I set a Copy Row Automation so that when the vlookup cell is filled, it should Copy the Row. I setup the Wrokflow like this: Trigger: When a Row is Changed When: <Field> Changes to Any Value Run Workflow When Triggered So, everything pulled into the sheet…
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Snapshots and Logic Driven Archiving
Hey all! We are just about done and ready to parallel pilot our Request Management through Operationalization to Close solution and was wondering if there's an easy way (or hard way) to do the following: Use Case 1: Right now my teams' weekly status updates (which is a cross-sheet report between Intake and Metadata) keeps…
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Sending a sheet as an attachment -- Logo Question
On the below example, is there a way to have the smartsheet logo removed and our companies logo put in its place?
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Multi-Select & Automated Notifications
I'm trying to create an Automated Workflow for Requesting Budget Updates. We some times have to send out Update Requests for Monthly Budgets - obviously the number of months will vary client to client. My question is - is there a way (using Conditions, Formulas, etc.) that I can setup one Automated Notification that would…
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Add resources without adding users
I want to be able to manage our subcontractors on Smartsheet, but I don't want to add each person as a user (because they don't need, want or have access!). I already have them as contacts for automated reminders about insurances etc, but I want to start allocating them to projects. Can I do this?
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Up/Down Arrow Colours
Hi, I wondered if there was a way to swap the up and down arrow colours? e.g. I’m applying the arrows to a spend profile and green should represent a down trend. Thanks, Del
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Dropdown Lists by Individual Cell rather than by Column
Hi all, I was just wondering if there is something I am missing here. Is there any way to create dropdown options by cell rather than for the whole column? I am trying to create a Creative Brief and there are a lot of fields that I want to be able to control the options people can choose from, rather than allow free text.…
