Process

Discussion List

  • Anyone have any guidance on how best to document workflow?
    In Staying on the Same Sheet
    ... or, "SmartSheet, meet Process" I have a reasonably complex process built out in SmartSheet but need a way to: More easily document the flow, along with all branches; Create a process flow diagram from the existing SmartSheet…
    Accepted
    172 4
    Accepted Answer 172 views 4 comments Most recent by Ruth Barrett Staying on the Same Sheet
  • Copy New Row, Delete Old Row
    In Formulas and Functions
    I have a quick question. I have a process by which a row gets copied (from Sheet A) into another sheet (Sheet B). Since there will be duplicate rows in Sheet A, I'm wondering if there is a way in which when the row gets copied into Sheet B…
    Answered - Pending Review
    75 1
    Answered - Pending Review 75 views 1 comment Most recent by Mark Cronk Formulas and Functions
  • Changing Primary Columns
    In Formulas and Functions
    I have a number of smart sheets that all 'talk' to each other, and feed various dashboards and reports. Slight problem in that the primary columns across them all are different - partly an oversight when setting them up, partly due to diff…
    Answered - Pending Review
    87 1
    Answered - Pending Review 87 views 1 comment Most recent by Genevieve P. Formulas and Functions