-
COVID-19 Vaccine Tracking and Distribution
Hello Healthcare Community! My name is Brianne and I work as the healthcare vertical program owner in customer success at Smartsheet. Over the last few weeks, we have been seeing an increased number of our healthcare clients having a need for COVID-19 Vaccine Tracking and Distribution planning. What do you need to see in a…
-
Our newest template set, Vaccination Tracking, has just been published to Solution Center!
If you are a healthcare employee we encourage you to join our Healthcare Community Group where updates like this are posted. Details about the new Template Set: Organizations authorized to administer vaccinations during a period of great demand face an uphill battle; the requirement to precisely track, manage, and report…
-
Ensuring Automation Alerts Stay in One E-mail Thread
Hi, We created a variety of automation alerts for our business development team to receive alerts related to the progression of a specific patient through the referral process. Ideally, we would like for the e-mails regarding the same patient to remain in one e-mail thread for organization purposes. I set the subject line…
-
Undoing a sort and reverting to a sort rows by date
Hi! We have a sheet with multiple editors. The first column is an auto generate "Created" column. One of the users sorted a different column and saved. When attempting to sort the created by column ascending so that it reverts to the rows being ordered in the sequential time order in which they were entered, it remains…
-
Automatically Change "Modified by" email item into a Name
Hello! My team is creating a form to collect, track, and act on paid-time-off requests and part of the system we're creating is making a form for folks to submit their requests through. We need to share parts of the content of this sheet with multiple different parties so plan to create some reports and dashboards to share…
-
Move row - selected columns only?
Hi, We manage Intake to Archive in Smartsheet. Our Intake Sheet (source sheet), where we collect all project info, is rather lengthy. When an Intake Request has been approved, I want the row to be moved to an Implementation Sheet (destination sheet). The destination has different columns that the source sheet, only a few…
-
My Smartsheet Wishlist
I wish, I wish upon a sheet that these will someday be a reality...if some of these are already posted, I apologize... Product team - most, if not all, of these were sent to Scott Willeke verbally or via e-mail so he could lend more context. These items are some of the things that would make Smartsheet even smoother.…
-
Combining If/then with date population
I am trying to figure out a way to auto-populate a date, but only IF a specific condition is met. (Screenshot below) I used the formula =WORKDAY([1st Test Date] 1,6) to auto-populate the "Second Test Scheduling Date", but I would like this to only auto-populate if the column "1st Test Results" is "Positive". Any tips? I'm…
-
Mail Merge with Form
Hi all, I was searching on the Smartsheet community, but i could not find the best solution for my issue. Basically, in my company, everytime that a production finishes, i receive via e-mail the test results for the specific product. With those results, later on, i must issue a document to the customer with those same…
