Hello all, It seems that a sheet will automatically refresh after a fixed period of time, assuming you have no unsaved changes, when someone else has made a change to the same sheet. It'll give you a pop-up message and then display the refresh icon next to the sheet title. Does this happen after a specific period of time?…
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I have created a form that needs to capture who filled it out. Currently I am having the person fill in their name. I am wondering if there is a way in forms to have the person automatically capture? That way they don't need to fill that in.
I would love to be able to select multiple tasks on a sheet and change the status if they are all the same. This could affect dropdown columns and date columns.
Hi there! I want to be able to assign a unique serial number to each newly populated row. One of the columns, "Type", determines the first letter of the serial number for the respective row - the prefix - and the suffix is a three digit number (starting at 001) that increments by 1 determined by the prefix. For example: In…
Just started a new job. Company is new to smart sheet. Right now I work in data entry and basic automation. Eventually working towards full processes and product creation. Does anyone have any tips or tricks that I should know to help work through it. So far I enjoy using smart sheet and would like to learn more.
There is only a connector for Microsoft Dynamics D365 but our company uses the Finance and Operations Dashboard for Microsoft D365. It will only pull information from CRM and there's no connector for the Finance and Operations information that we track. We have to manually enter that data currently because the connector…
This is not just with Smartsheet, but any project planning software I've seen so far. Dependencies have four types, and this is how they work: Finish-to-Start (FS): The "normal" type of dependency. This sets the start date equal to the day after the finish date of the predecessor. You can adjust the duration or finish…
Up until today a .pdf attachment in Smartsheets would open in a new browser tab. Today, a .pdf attachment will only open as a preview. We have tried in both Chrome and Edge with the same results. How do we fix this, so that when we open a .pdf attachment it defaults to opening in a new browser tab as opposed to the default…
I am pretty advanced when it comes to smartsheet and formulas. But this one has me stumped. I am trying to find a way to report on the difference between two text or multiselect cells. Any advice would be much appreciated.