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Salesforce ServiceCloud Users/Connections
Hi Smartsheet Community, We're thinking of some use cases for helping Smartsheet users utilize Salesforce ServiceCloud data more effectively and efficiently. Any Salesforce ServiceCloud users out there who would be willing to chat with us and give us feedback on our use cases? Even if you don't use ServiceCloud but know…
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Auto Assign Subtasks
I am trying to use the Kanban view to allow a team to see a task with sub task checklists. Is there a way to auto assign the sub tasks by who is assigned to the parent task? Darin
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Issue (or task) list, associated with a project
How do you guys manage issues for a project? I'm wondering a way to attach (or associated) a issue (could be task) list at a project sheet level. Thanks!
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Full Screen View iFrame
Hello... i'm wondering if there's a way to set the default view of a published SMARTSHEET to full screen so that when my team goes to my project webpage and views the embedded SMARTSHEET, it is automatically set to full screen view...? any thoughts ?
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Monthly Turnover Time
Hello, I am working to create a widget on a dashboard. In order to do this, I want to get data between a start date and end date (turnover time) per month to show monthly progress. I have tried by finding the month and year but I'm not sure how to attach the turnover time days with its corresponding month/year . . .…
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Email Notification template
When I setup an email notification everything works fine. However, as an email marketing specialist it pains me to send out the data in such a standard (boring) template. Is there a way to edit the look of the emails that are generated through Smartsheets? This would be a huge benefit to helping sell this software to my…
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Prefill dates in forms
Is it possible to prefill dates in forms? I am looking to fill the following in my forms: -todays date -4 business days in future based on todays date -Tomorrows date if submission is after 3pm
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IF () formula, Change Status Dependate on Date
I would like to build a formula so that status will change to "Red" and type will change to "Renew" when date is past "Expire Date". I've applied the two formulas separately at the top of each corresponding column. But so far it just changes it to Red or Renewed automatically, without the date dependency. Can I make this…
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Overriding Non-Working Days
Most of our projects include M-F working dates, however at the end of each project there is often a conference or event which may take place over a weekend or other non-working day. I'd love to be able to override and enter tasks on weekends for these instances without turning the entire project into a 7-day work week…
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Can't access any sheets when they're shared with me
Hi, whenever my boss tries to add me as a viewer to sheets we use to keep track of clients I never receive an email telling me the sheet was shared to me, and the sheet never shows up in my "shared to me" tab. I can't figure out why this is happening. On her end, it says that she shared it with me and i'm listed as a…
