-
New Electronic Medical Record rollout
Hi, We're about to implement a new EMR system at our clinic system. Was wondering if anyone else has done this with Smartsheet. Would like to hear about lessons learned, how you used Smartsheet etc. Thanks! Linda
-
Simplest way to update staff on onboarding tasks
My organization (a small physicians office) is creating a new onboarding check list via smartsheet. We want to update the staff on certain tasks they need to complete for new staff members going through the process. I've considered a few options but wanted to ask if anyone had an idea on how to do this. Thanks
-
Referencing the last comment to update a column
Hi Community, I've started a Software Issue tracker and so far I've found ways to display the information how I'd like it. I hit a road block when trying to display the latest comment a field on the spreadsheet. I'd still like to use the comments thread so other Project Stakeholders can reference the communication for each…
-
Can we decide who receives emails when the comments are added?
I use Smartsheet as a request system for our team. We will have tickets that are assigned to the members of our team and the tickets are submitted by anyone. I want to customize who received emails when the comments are added. For example: If the person who submitted the request (Requestor) has added comments, I want an…
-
Is there a way to show the report and give edit access to add comments and add attachments?
I have designed a workflow for our team and used the Request system workflow as a start. I created a report and attached the link in the email when someone submits the form. I have this report linked with the underlined sheet where my entire team works. V have information that shouldn't be shared with anyone outside the…
-
I want to create a report that filters for the current user across several different columns
I'm setting up a Project Portfolio grid which will be used to enter/update/monitor the current projects for our division. I would like to create a report (and a related dashboard) that will automatically select the rows which the current user has a role in. There are multiple contact list columns, including Strategic…
-
Tracking % Changes Over Time
I have a master sheet (linked to many other, scope-specific QC sheets) that calculates % completion per task. Each row is for a different task, and each task has their own amount of steps. This information is all linked & calculated from the scope-specific sheets. Column 1 shows "# of steps completed to date", column 2…
-
Date Range formula format
I'm trying to figure out a way to get the number of rows that have a date within a certain range. An example would be if I have a column with dates ranging from January 1 2020 to August 1 2020, how many of those dates fall in the month of January? Is this possible?
-
Test case Smartsheets
We're going into UAT soon. I've chosen Smartsheets to put all the test cases the testers need to run. Some things I'm wondering about - hopefully all of you ppl smarter then me can help: 1. I imagine that I will need multiple sheets right? Each tester will run the same end-to-end set of tests and record pass/fail/defects.…
-
Triggering a Microsoft Flow when a column is updated
Hi all, I have a smartsheet that my operations team manages. It tracks all orders that we receive through our defined shipping process. Each order is a new row and there are multiple columns. One of them is the "Estimated Shipping Date" which someone from our team will fill out. I want to create a Microsoft Flow that…
