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Date/Text option within Pivot App Values dropdown
It would be very useful to include text/date within the Pivot App Values dropdown options. Currently the Pivot App Values drop down is limited to SUM/COUNT/AVERAGE.
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Connecting two Smartsheets (one a set list of assets, the other freeform)
I am trying to connect two Smartsheets. This is my current setup: The first Smartsheet (Smartsheet A) contains a list of shared assets, designated by an alphanumerical ID. When an issue is identified in one of these assets, it's set up so that when someone clicks the flag button, it notifies others. The second Smartsheet…
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Linking two sheets
Hi! I have two sheets that need to be related. Some of the colums on sheet 1 have to be copied into sheet 2. The columns that need to be on both sheets don´t follow the same order. How do I link them, so that, when sheet 1 is populated, the info directly populates sheet 2´s selected columns? Thank you
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Can't test or trigger automation workflows in Smartsheet Gov?
I discovered after our migration to smartsheet Gov that the test and trigger function for workflows is not present. This seems like a really silly feature to leave out - it makes building complex tools within smartsheet really difficult. I think this is almost a requirement to make workflowa functional or usable,…
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Only allow editing from RM and not from Project Plan?
RM is being used to assign machines to projects. We want the Machine Admins to be able to assign machine availability within RM, but not allow the project managers to make changes (They need to request a change from the Machine Admin team). Is there a way to prevent this? The PMs have Admin rights to the sheet as they add…
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downloading a Smartsheet template
hi there, I have seen the Project charter templates, but when I click on one to download, I am taken back to the Smartsheet login page. I want to have a charter template that will then feed into a project task list / plan Any advice welcome
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Portfolios Space- How to access summary statistics in Project list
Using the new portfolio feature, how can I access summary statistics from the built-in project list? I cannot get to grid view so I am unsure how to create summary statistics. Thanks!
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Looking for AI + Smartsheet Integration Recommendations
Hello Everyone, I’m looking for some guidance from the Smartsheet community regarding AI integration and workflow automation. I’ve spent the last 30 years as a Project Executive leading large-scale commercial construction and real estate development projects, and I’ve been a loyal and active Smartsheet user for…
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How are you using Smartsheet's API with the Claude connector integration?
I'm curious to see how others are utilizing Claude Coworks, automations and reviews or otherwise with their Smartsheet in order to work more efficiently alongside the capabilities Smartsheet already houses. I know the answer possibilities are never-ending, so I'm really excited to hear what magic you've all been able to…
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Earned Value Management
Hey guys 🙋♂️ I've ran with EVM previously so am familiar with it, and in my current role am now looking to set up a process for 100s of users within Smartsheet. Has anyone followed Smartsheet's EVM best practices into a working solution? What are your findings / lessons learned? Hacks? Let me know! Matt