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Default Symbol Labels
I am using standard symbols in a drop down box. They have the default lables 'Yes, No, Hold'. Is there a way to change these default labels within this sheet?
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Coordinating multiple projects and sharing sensitive documents selectively
I have 5 vendors working on a project. All five vendors have tasks which are significant projects in their onw right. There are interdenpendencies. I want to coordinate the project in a way that there is one gantt chart for the overall project which all vendors and their teams can see, their project managers can edit and…
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exposing a report in the email body
First time posting here so apologies if this has been answered. I've searched through the posts and wasn't able to find an answer. I'm trying to move over to Smartsheets from Google Spreadsheets for a few reasons but mainly for the automated reporting. The one thing I noticed is that I can only send a report out as an…
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Building a report or form that allows the user to query for a row?
We have been thinking of creative ways to allow users to manage just what is their responsibility without the added risk of someone fat fingering a change to a row that they do not own and the question came up if there was functionality to pull up data for a row similar to a DB query? We have users submit requests to our…
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Trying to build a report, is it possible?
I'm trying to build a report from our company sales pipeline. Our pipeline has 7 sales stages. I'd like a report showing the percentage of our sales teams success progressing prospects from stage 3 or 4 to stage 5 (closed). At this point, I'm not sure how I need to approcae this report and build it. Would appreciate some…
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Please add these features!
I now use Smartsheet as a huge part of my day-to-day work, I manage around 30 sheets at any given time (through mine and my boss' accounts). So there are a couple features I would really love to see added (and maybe I'm not the only one). -- Ability to lock comumns in a report - I need users to be able to see certain…
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Report Builder
I would like to build a report from two sheets that uses the same number to identify items and fills the columns in that correspondes witht that number. For example- Take the UPC of one item and grab the revision date from one smartsheet and the backstock quantity from another smartsheet. I looked through help articles and…
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Approval process automation
I'd like to create a workflow which will collect data from a webform (can I edit the look & feel of the web form UI?) and have that data forwarded to several people for approval without the need to go to echosign. The webform is the easy part (thank you Smartsheet), but the rest of the approval confirmation on the sheet…
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Links not carrying through to published report
Hi everyone- First post to the group from a fairly new Smartsheets user, hoping my question has a simple solution. My communications team uses an editorial calendar to track our upcoming communication items, and from it, I created a report for our senior leaders. The majority of our written pieces are composed and stored…
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How to use a range of numbers in a formula
Hi SmartUsers, I have a formula to show bars according to the completion % of a cell. The formula is: =IF(Completed?9 = 1, "Full", IF([% Complete]9 = 0.25, "Quarter", IF([% Complete]9 = 0.5, "Half", IF([% Complete]9 = 0.75, "Three Quarter", IF([% Complete]9 = 1, "Full", "Empty"))))) It'll show 1 bar if a task is 25%, 2…
