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Auto populate data and allow customers to update
Hi! I work for a membership based trade association and I'm trying to build a form that would allow me to share profile information on file with our customers (member companies) and then allow them to update outdated information. For example, I would auto populate contact information, # of employees, etc. and they would…
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Resource Allocation
Hello Smartsheet Team, I have been using Smartsheet for over a year now and my organization benefits greatly from Smartsheet functions! However, resource allocation is something that prevents us from moving forward with Smartsheet fully. There are 2 things that we struggle with: 1. Lack of option of flexibility in the…
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Integrate with Microsoft Access
Does Smartsheet allow for integration with Access database tables? Is this something that a connector is needed for; such as Data Uploader? Will the integration work with older editions of Access or only Microsoft 365?
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Index and match doesn't always work
Hi, I was wondering if anyone had come across a technical issue with index and match or if it's something I am doing wrong (the formula is definitely correct). I have a critically important index and match on a large number of sheets but it has stopped working. Replacing it with vlookups work so I have a fix but I'd rather…
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Bubble Chart?
Hi all -- I am new. Trying to get a bubble chart template that I can use to make a gorgeous bubble chart. No results when I start a new sheet and type in "bubble chart." Ideas? Help? Thanks very very much -- Andrea
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Customer Stories
BakerRipley quickly delivered emergency food and support to thousands of Houston families hit by the COVID-19 crisis. How did they do it? Read more on the BakerRipley story and learn how they relied on the Smartsheet mobile app to complete their work at record paces. How are you using Smartsheet to drive your mission?…
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Is it possible to format the body text of an email reply under Alert someone? Will the body text und
Is it possible to format the body text of an email reply under Alert someone? Will the body text under Customize Message accept HTML or another markup language? I would like to include a couple of hyperlinks and apply background color highlight to a few words.
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Smartsheet Training Slides
Dear Smartsheet Community, This is my first question and I would like to ask where can I get Smartsheet Training slides from? I would like to offer free basic Smartsheet training to my LinkedIn community as I believe many of them could highly benefit from Smartsheet. In particular I want to help those that cannot afford…
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Any fundraisers using Smartsheet?
I'm wondering if there is anyone in the fundraising/donor relations profession using Smartsheet and if so how? Did any fundraising/donor relations individuals attend the conference last year? If so, how was it beneficial? Thanks!
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Automated Copy / Move rows between sheets - just copy some columns
Dear all, I'm a project manager and recently started using Smartsheet. I'm trying to configure an intake-prioritization and approval process for all the projects requested by our users. I have my main sheet called it : Project Requested 2021 then I created another sheet for the projects approved by the Board: Project…
