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Send Row Default Fields
Greetings, Will there ever be an option to save the "Send" (by row) "Include" options to be reused. I found a work-around to create a report with only the pertinent fields, but this is unwieldy. Example: When I have a support ticket to answer, I do not want all of the fields to display in the email and going through and…
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Tracking purchases
Trying to assist my purchasing department... I've set up a sheet for a department to enter their purchases, but my issue is that our purchasing dept wants to have it itemized. For example, I might have an Amazon order for $1000.00, but that $1000 is comprised of 1 printer that's $500 and a computer that's $500. I'd like to…
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Send email to people who fill out form at a later time
In trying to use Smart Sheet as a way to track applicants, and even use a form as an application, I'd like to be able to notify applicants that did NOT get the job that they didn't get the job. Is this even possible if I collect email addresses?
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Smartsheet and HIPAA
Hi Community ... Sharing a bit about HIPAA from the team who helped implement Smartsheet's HIPAA guidelines. Here's the very short synopsis: Smartsheet does not collect or store PHI as part of normal business operations; however, any HIPAA-subject organization with an Enterprise plan that works with PHI can enter into a…
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Turn on update request replies email
I have a SmartSheet and I regularly send out update requests. When someone responds to the update request, I'm not getting the email notifying me of the update. How do I turn that on/insure that I get the emails? Thanks so much, Janet
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Scoring
Hello, I am trying to setup a Risk registry where user selects the probability (very high, high, low) and formula in a new column says if High, then score is 0.07. I then want to do the same thing with Impact (user selects impact high, low etc. A new column puts a score based on formula: if high, then 0.05). I then need…
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Forms Enhancement Request
I would LOVE if Forms could be accessed outside of the sheet. Grouped together the way that Reports, Sheets and Sights are. Is this possible?
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WOULD LOVE THIS FEATURE
For our use, it would be of great assistance if when you are within a workspace, which is housing, say 50 sheets, you could check all and using the actions button duplicate all sheets. I could then move those sheets to a different folder while keeping the data needed and deleting what isn't. We tried templates but our…
