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Automatocally changing due dates and status on recurring tasks (Monthly, weekly, etc)
How do I make a row update the due date for a monthly, weekly, and/or quarterly recurring task? I would like it to automatically change the due date to one month, one week, or three months in the future and change the status back to Not Started once a recurring task is marked Complete. I need to be able to do this at the…
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Smartsheet Backup and Recovery
We would like Smartsheet to provide a mechanism to do a full backup and restore of related files. While a step in the right direction is the ability to restore to a previous version of a sheet, we find that in an integrated environment, this would not be sufficient: We have a single worksheet that drives multiple reports…
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Data Shuttle - Delete Rows No Longer In The Source File
I am trying to use Smartsheet and Data Shuttle to automate an open order report that we use. Part of the reason that we're trying to switch it over to Smartsheet is that we want it to be a living document, so that our buyers can write their notes for each order and see what is happening with other buyers orders should they…
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How to integrate Smartsheet with custom software for better workflow automation?
Hi everyone, We're exploring ways to streamline task management and reporting by integrating Smartsheet with a tailored internal dashboard. Has anyone here connected Smartsheet to a custom-built platform or used an API for real-time updates? We’re a custom software development company and recently implemented a solution…
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Assigning people to tasks randomly and with a condition
Hello, I would like to randomly assign service representatives tasks, but only those who meet the criteria of already completing a task previously assigned to them. I would like to create a workflow or formula that would assign individuals on their availability and at random. Any suggestions?
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Recover deleted attachments through Activity Log
I opened ticket #06169967, and they recommended submitting the product idea. After deleting items and saving the sheet, we can no longer recover items from the Activity Log. Recover should be added additionally to the snapshot option.
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Looking for a consultant to help build intranet/dashboard & basic CRM.
Hello, I am looking for a Smartsheet expert who can help us build a custom dashboard for internal and external use. We are based in Los Angeles, but most of our team works remotely. So are you / or do you know an English speaking Smartsheet expert, who we can hire for support and who has time the coming month? Thank you,…
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Authorization List
Hello Team, Is there way I can generate the list of users, who I have granted access or as an administrator can I generate a report of a particular Sheet, Workspace or Work App. I am looking for all these 3 categories. We are grating access for multiple users from 2 differnet domain with differnet access level. I would…
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Allowing people to access reports without having access to the main sheet
Is there any way that I can share reports with various people and give them the ability to edit information through their report without sharing the main sheet with them? In other words, giving them write access through the report, but not allowing them to see, open, write on, or access the main sheet in any way? They…
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Merged: Please allow access to create formulas from reports
This discussion has been merged.