-
Document Management Systems
Hello All, We are using SS and considering DMS options (Efilecabinet, Box, M-file) to manage the bulk of docs we handle in the process. Wondering if anyone in the community that has a DMS in place can provide feedback or advice on their implementations. (how well it integrates with SS, potential problems). It doesn't have…
-
Volunteer Allocation
Hi All, I am attempting to find a solution for a specific manual task that is error prone and very time intensive - We need about 300 volunteers occasionally on short notice and need them across multiple cities in 20-50 specific locations (we do not know these specific locations until last minute). I have built a survey…
-
Use data from a form field in the alert email title.
Setting up an alert system that sends out notifications when a form has been completed. To streamline the process I would like to use a field from the form in the email title to differentiate between the emails rather than a range of emails with the same title. Is that possible and if so, how? Cheers
-
Email User Completed Form
I have created a form to capture some series of data. One of the fields on the form is for the user that is completing the form to key in their email address. I would like to create workflow automation when a certain trigger has taken place (example a checkbox checked) for the alert to be triggered and email a confirmation…
-
Resource Management info in a dashboard
Hello, I am creating a dashboard and I need to add a resource view to it, to show the resources assigned to a specific project. Is there any way to do this? Also in the resource view, is it possible to limit the projects considered to calculate the allocation? I have some backup sheets and Smartsheet is taking also the…
-
Card view: Arrange cards by criteria?
Hi there, I have my sheet set to show rows in descending order of dates, from most recent to oldest. However, when I use the card view, it shows the cards in the reverse order -- from oldest to most recent. Is there a way I can sort my cards in the same order as my sheet? Thanks! Jackie
-
IF(ISBLANK with IF work on one Column but not the other
Hello, I was looking all over the Community page and I was able to find the help I needed to make my statement work but when I changed the column in the statement it would stop working. I was hoping someone could explain the difference to me. Below are my examples. 1. Working statement =IF(ISBLANK(task@row), "Not Started",…
-
FIRST OF THE MONTH AFTER 60 DAYS
I am trying to auto populate effective dates for benefits and I cannot get the calculation to work past the first part (60 days after start date) I need to have the following result as an example Start date: 1/15/2020 Effective Date: 4/1/2020 Thanks!
-
Custom Report Format Possible?
I need to be able to generate a simple format based on the data that exist in smartsheets. I store information such as news updates and I would like to be able to create a report that generates the text formatted in a specific way. For instance if I have the columns and 3 rows. * Publish Date * Category * Title * Body Text…
-
GLITCH? Text isn't wrapping nor doing a copy/paste correctly
Good morning, I've discovered that text is no longer behaving well within the cell. I'm see words cut off within the cell, whether or not the cell is formatted to wrap the text. Thus, it makes copying the text and pasting it wonky. I often have to copy/paste text from SS into Word. It pastes with embedded formatting that I…