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Teamwork and Smartsheet Integrations (Zapier?)
We currently use Teamwork for project management. Our account managers update their milestone dates in Teamwork to create their job schedules at the beginning of a project and then adjust the dates as it progresses. Our organization-wide job board is kept in Smartsheet and we run several reports from it (including monthly…
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"Show More" option for cells with long wrapped text
Request: When cells have long wrapped text that have more than 3 (or 5...) lines, truncate the rest and provide a "show more..." link to expand the rest of the text. This will greatly compress sheets and rows that contain longer text. Example: goes to Comments: I am aware that I do not need to wrap text, and that will…
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Export meta data from Reports (count functions etc)
Hi Friends, I am trying to create some analysis tools at work, assume the following scenario: I have a smartsheet filled by an online form employees fill out. Each form filled and sent creates a new row in my sheet. columns like Name Location Date of entry dropdown value a dropdown value b How can I count entries and have…
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Create an Evaluation Tool
Hi Friends, I am new to smartsheet, please be aware of that, likely some of my struggles are obsolete but I just have no idea. Problem Statement: On global business level, we created a form for employees to forward improvement Ideas to a specific team that will execute them (or not). The form entries are logged in a…
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Report from a planner - filters
I have a large planner with several colleagues making edits (helps spread the workload). I created a report so that I could see for the current week, what rows were edited and by whom. I applied a filter to narrow down the date range of modification but the result is a page full of nearly the whole planner! The filter…
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Is there a way to allow viewers of a report to type in their name or email to generate a view of the
I'm a training program manager and am trying to equip our learners to be able to see what trainings they've already completed so they don't re-register for trainings they've already done. My "vision" for this is a report that pulls attendance data from all registration sheets that I can share with the entire learning…
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"Available to anyone with the link" is not showing
Hello Community, I am trying to publish a report so we can let customers view it, but the "available to anyone with the link" is not populating. I am a system admin and this is a first. Please let me know what I can do to fix it. Thank you
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Row Report in "browse"
So I know how to create a Row Report, but I don't seem to be able to find it in "Browse" once I leave the report. I thought this would be something you could save and return back to, just like with projects and other workspaces. Am I looking in the wrong direction, am I doing something wrong or can I just not save them for…
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User Certification Report
I am writing a Smartsheet User Certification Tracker template for each user in our organization. There are only two columns, the Certification Name and a Date column. I want to have a Report on each person that only shows Certifications for which there is a date in the date column. Is this possible?
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How to Calculate Percent Complete in Sheet Summary
My sheet is used as a task checklist for projects. It currently has a 'Status' column for each Child task with 4 dropdowns (Not Started, In Process, Complete, N/A). I am trying to create a percentage in Sheet Summary that calculates the number of fields that are marked 'Complete' in the selected cells. Pulled this formula…