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Data Provisioning when Searching
Has anyone else encountered the message "we have to provision your data" while using the search bar? Does this impact the search result and overall functionality?
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Salesforce Integration- Worth it?
Hi everyone! We currently use Salesforce, Quip & Smartsheet however, we have not yet added the integration to sync them. Can anyone tell me what the huge advantage is to justify the price of the integration? The video links are a bit vague & I need to provide a few good reasons, other than an auto alert if a new…
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Find (CTRL+F) Values in Contact Column
It appears impossible to find values in a contact column using a CTRL+F/Command+F find function. I've attempted searching by the contact name (Joe Smith), contact email (joesmith@company.com), and even the messier value that copies and pastes out of a given contact cell (Joe Smith <joesmith@company.com>). I need to find…
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Help Searching Mutiple Job#
I want to be able to insert in my table the information: PO,Project Description,Customer,Payment Teams,Business Unit,Submitter,Notes from anothe sheet that contains the Job information. From the Job# column, I've done it before with an index match but only when is one project. I want to be able to do it for multiple Job…
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Click on Cell Value to Trigger Search
Leverage Smartsheet's search feature by directly clicking on a cell value. Rather than copy-pasting the value into the search box, I'd like to be able to essentially treat the cell value as a hyperlink that when clicked opens the search results listing all rows with that value. Either via a directly click on the cell value…
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Click on Cell Value to Trigger Search
Is there a way to leverage Smartsheet's search feature by directly clicking on the cell value? Rather than copy-pasting the value into the search box, I'd like to be able to essentially treat the cell value as a hyperlink that when clicked opens the search results listing all rows with that value.
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Linkage Between Form and Report
Good afternoon, I am trying to create a function within a form that allows the form user to view prior Notes for repeat customers easily. Currently: All customers have a "Note" entered as part of their form. I have added a checkbox onto the form that asks "Is this a returning customer?" When checked, logic is set up to…
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Merged: Owner/Admin View for Workspaces (Hide unused Workspaces)
This discussion has been merged.
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Auto-Numbers and using them to seach in smartsheet and pull up rows
Hi All, Is there some nuance I'm missing with using auto-numbers to search in smartsheet? I have a sheet with an auto-numbers column, and a form that's inputting data. Currently using auto-numbers in search isn't pulling up any results even though the ref used for the search is there in the sheet. This is the reference…
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Search not finding data entered via WorkApps
I have a sheet with a form. Last month I added that form to a new WorkApp to make it easier to access by our technicians. It appears that all the data entered after that time isn't showing up when I search for it. It's in the sheet. Data entered before the form was added to the WorkApp is showing up in search. Is this a…