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Automation Trigger Scheduling for Short Term Processes
The situation: I have a simple checklist for my team. I want to set an automation to send a reminder to the assigned team member weekly after a listed due date if they haven't checked off a task by that due date. Currently, if I want the reminder to send at a time relative to the due date, I have to set the trigger to Run…
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Allow copy of a direct link to a specific attachment in a row
I would like to suggest an enhancement to copy and send a direct link to a specific file Attachment to a row, when there are multiple files attached to the same row.
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Why is my sheet not showing up as a data source for a metric widget
Hello, I have two sheets in a workplace as show below. However, when I go to add a metrics widget to the dashboard only one sheet shows up as a potential data source. How do I get the other sheet to show up as a data source. As of now the metrics sheet is a column of descriptions, then a column of the calculations. The…
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Download attachments from multiple rows
I'm trying to download attachments from multiple rows all at once rather than selecting a row and then selecting download since there are MANY. The only option I see is done in true Smartsheet fashion. I select All in the attachment summary and then I can scroll through the thousands of files that are in a completely…
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How Generate Quotes Via Smartsheet
I am looking at making our internal quote system entirely through smartsheet. Is there a way in which i can expand a row in order to make relatively complex quoting system which almost acts as a mini excel sheet per row. the output would be a price but if needed the breakdown is seen. I would like the the Quote numbering…
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Move Form to Different Folder
When creating a duplicate of a sheet/form, it would be beneficial to move it to another folder. Say you have a 2024 sheet/form and want to update it for 2025- you would duplicate the 2024 version, update it, and save it in the 2025 folder. Currently that is not an option.
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SDLC Portal
Hello team - Has anyone built a SDLC workspace for complete tracking of a project or activity? I am trying to build the following and looking to see if any of you have found a good solution?
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Daily Update Solution without the need to open the sheet, use Zapier, or similar
Hi everyone, Happy New Year! I hope you're well and safe! I've developed a way to use the newly released Record a date feature to update sheets with today's date automatically without the need to open it or similar. 1. Add a so-called helper column. (Date). We can call it Today Helper and add a date before the current day.…
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Fiscal Quarters in Timeline View
It would be great to have user definable fiscal quarters in the new Timeline view. Also, as I am creating this discussion, there isn't a tag for Timeline View yet 😁
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Logic for Required Fields on Forms
I have a form that I am working on where I would like this logic: If box is checked, then field is required I spoke with support and they informed me that this is not a currently available feature. What I'm trying to do on my form is have it so if the user checks a box that they want someone to reach out to them, then they…