-
Update Template
I would like to see an option to edit/update a template without using the template to create a sheet, editing the sheet, and saving as a new template. The current process creates additional templates that might have to be renamed and then removed. If we could edit the template itself, it would make the process much easier…
-
Adding Names from Sheet 1 to Sheet 2 with Counter update and handling duplicates
Good afternoon, I'm trying to achieve the following without success: I have Sheet 1 that as forms are submitted a Names column is filled. I have Sheet 2 with a Names and Counter columns When a new submission occurs, I would like to get that name from Sheet 1 and add it to the Name column in Sheet 2 if it doesn't exist…
-
Allow "Timed" messages in dashboards.
There can be extenuating circumstances in which the data behind the dashboard cannot be updated at the time the dashboard stakeholders are expecting. It would be nice to have the ability to add a "temporary" message/banner at the top of the dashboard based on a timer that can be automatically removed (expire) based on the…
-
Form Validation - Phone Number Default to Canada?
Thought I would ask here before contacting Smartsheet Support (as I'm hoping someone else has had this problem, and has a resolution). I've built my form, and added 'Phone' as the Validation. The problem I'm facing, is that I've changed the default to Canada (on the 'Field'; right hand side), but it continues to appear as…
-
Restricted Task Dates in Office Timeline Pro+?
I use Office Timeline Pro+ to create all my corporate project timeline slides by importing source Sheets or Reports. Is there a way to show project timelines restricted by a certain date? For example, I want to show all tasks that are in progress as of 1JAN2024, regardless of the actual start date (e.g., if the start date…
-
Webinar recording available: Review, annotate, and approve content, images and PDFs with proofing
Missed the webinar? Review the recording in the Smartsheet Learning Center. Learn how to streamline your image and document review and approval process with Smartsheet proofs. This webinar will cover how to: Add a proof Collect feedback Manage versions Use the Smartsheet extension for Adobe Creative Cloud We’ll step…
-
Finger gesture scrolling.
We issued Surface Pro 7+’s and Surface Pro 9’s to managers to use in the field now that Smartsheet has become the main system for work orders and assignments. For some reason, when using the browser or app on these devices, we are unable to scroll by touching the screen and swiping up and down or left or right. We can…
-
Seeking advice on template sets.
I am new to Smartsheet and am hoping to get some advice on which template set would be best. My biggest concern is meeting the executive's requests. The executives are looking for a dashboard that shows an overview of the 20-25 projects that we will be running soon. Executives would like the dashboard to include project…
-
Multiple Filters In Reports that Collaborators can Choose/Select
I want to be able to develop 1 master log and create reports and forms for employees to use to change or add data. In order to change filters, I believe you need more permissions than an editor. To follow through with my idea, the editors would need to be able to change the filters. What if we had the option to lock or…
-
Can you change which column data displays when in Calendar View?
The current column displaying is the Primary Column. Ideally, I'd like to show information from a column formatted as a drop down.