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NOTIFICATIONS - THANK YOU, THANK YOU!!!
I am beyond thankful for the major improvements to the Notifications area in Smartsheet. I love every aspect, and our team is very pleased. Can't wait for the reminders improvements - that will be an even bigger benefit for us!!! Blessings, Loann
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Constructing User-proof formula
Any ideas on constructing more user-proof formulae? I'm having trouble with users inserting rows in a sheet versus appending new rows at the bottom. Locking rows doesn't prevent an insert (would be nice if a non-admin user couldn't insert when adjacent rows are locked). I've used the following formula to ensure the first…
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Locking Cells/Columns in a Report
Hi Smartsheet - I recently created a series of report in smartsheets that pull specific pieces of information for departments so that managers can see their respective things and provide updates. However, unlike a regular sheet, where you can lock certain columns so as to prevent users from being able to edited field, we…
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Consistent sort and filter
The ability to automatically sort and filter is a must for us. right now we have to go through the pain staking task of removing the filter, setting up the sort, and then adding the filter back for each item we add through the web form. How do we automate this as it's 100% unnessary to ask all of our designers to do?
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Change parent row from import
We are looking at switching from google sheets to smartsheet and cannot seem to find a way to change the parent row in smartsheets. We have selected every option that we can find, but just not the right one. Note: We want the parent row to be our task name, so that it shows up in the calendar view. Currently it's a number,…
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Formula to change a cell's value if date is in the past and another column's value is not a certain
Hello there, this is my first discussion and I have a feeling this might not be possible, hehe. I would like the Status (a dropdown list column) to change to a certain value ("Complete") if the Date (a date column) is in the past and the Type (a dropdown list) is not a certain value ("On Campus"). Thank you so much!
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Can recurring update requests for multiple lines be filtered by complete?
We have a recurring update request sent weekly with all the rows that are assigned to a person (the person is not a licensed user). The person has to scroll through all the rows each time, even if the task is already marked as complete on a prior week. My question is, can the automatic recurring update request only send…
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Authorisation workflow
Hi, I am in the free trial period with SmartSheet and I am trying to work out if I can make it do what my organisation needs. I want to create a workflow to enable my colleagues to create and authorise projects. At the moment we are using word documents and emails. I have a few questions: · I was hoping to move away from…
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Transferring a license - effect on sheet access?
Good afternoon, When a license is transferred to another user, does that automatically keep the previous license holder from being able to access sheets/reports under their email address? Blessings, Loann
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Volunteer Management
My organization has a large event in which we use 250~300 volunteers in the lead up to and day of and we've been underwhelmed with volunteer management tools on the market. We've managed much of our volunteer management over the years via Excel which implies smartsheet is a viable solution that allows us to manage the…