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Smartsheet opens with the same view for a user in a group
Hello, We are using and enterprise version of Smartsheet and within several of the Smartsheets we have multiple user/input. When I open this sheet all of the categories are expanded. Is there a way to set the sheet so that when I open it, it is in the most compact configuration, only showing the top most heading?
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Update Request Automation
Hi there, I need help please, is it possible to edit a update request? When the update request automation is send, is it possible to only select some of the columns so that the sales personnel not get the whole line's columns but just 5 or 6 of them that they must update? Hope you understand? I know if you send an…
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How to Set My Weekly Update Request Form to Blank Cells before the Weekly Update Request?
Hello, I would like for this form to go completely blank on ALL cell-rows before the update request gets sent to the collaborators (not licensed users) every week. I already have the update request set to send every Friday at 9AM to request the form to be filled by the list of collaborators. I just want to make sure the…
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Text in Update Request splits in the middle of a sentence and moves to new row.
Hello: I have an Update Request that contains a message. For some reason, SmartSheet is causing a break in the text and moving a portion of a sentence to a new row. No matter what I do with it, I can't get it to flow the way it should in a paragraph. I even created a second Update Request, retyped of the verbiage and it…
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How to move automatically from one Hierarchy to another
Hello, I have couple of Hierarchy in my sheet: Won Opportunities, Lost Opportunities and complete funnel. I would like that every time I make an update from Microsoft dynamics those opportunities go immediately to the corresponding Hierarchy. For example: if the opportunities was in Hierarchy: complete funnel and the…
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Consolidating Data from Multiple Sheets
Hello, I'm hoping there's an easy way to do this. I have three sheets, they all are filled in using forms. All three sheets are used for tracking things to be billed to the same list of clients. This client list is identical between all three sheets, if it matters. I'd like a single sheet I can look at each month that will…
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REFRESH A SHEET
I linked two sheets (A and B) On sheet A are the name of customers from all country with other informations about them. Sheet B is the active sheet, I choose a country in a cell with a dropdown list. On other cells, I use VLOOK link to the dropdown list cells. Finally, by choosing a country name in the drowdown list I have…
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Formula Confusion!
We are trialling smartsheet and overall enjoying it so far however we have run into a bit of brick wall and any help would be appreciated! We have a main sheet with all our orders on it, using an older version to muck about with layout at set up at this stage hence the old haulage dates! Each order has details of the sizes…
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Card View - Card Layout
We use smartsheet as a CRM/Project management. Each Row is a new project we are quoting. In the rows we have over 25 different columns. The way we usually view and enter data in them is in card view. The problem is I would like to change the layout when viewing in card view, not just the order they are in, but actually…
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Forms - request comments and attachments but don't display current
Hi - I would like to be able to create a form in which new comments and attachments can be submitted - but previous comments and attachments cannot be viewed - is this possible? thanks