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Merged: Group Management
This discussion has been merged.
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Automation of responses from one form onto a second form?
I'm developing a skills competency checklist using 2 forms to collect info (1) self-assessment for staff to check-off skills and (2) Validation/Assessment from preceptor to check and sign-off that skills were validated. Is there a way to set up logic that auto populates responses from the first form onto the second form so…
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Retrieving Ancestor (date) value from multi-level parent-child rows
Hi All, I used the following formula to retrieve ancestor (first parent) date value of the multi-level parent-child rows for each row. =LEFT(INDEX(JOIN(ANCESTORS(Date@row), ","), 1), 8) The issue that I'm facing is the return value being "TEXT" despite having "DATE" column type. Since I have to use this return value in…
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Looking to track cleanings
Currently I'm looking to add a validation mechanism to a sheet and would like to have a systems that reports after (X number of) cleanings have been completed for the day. This would add a row displaying the room that was complete for the day. If the room was not complete it would show up in red as not complete. I'd also…
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Looking for ideas to improve my current daily process re: managing references
Hi all, This is a very open question to see if I can get ideas from the community to improve my daily morning process with Smartsheet. Apologies for the lengthy question- this is outside of my usual very specific help request. I'm responsible for our Company's data; in the property insurance- independent adjusting world.…
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In Dynamic View, do Shared Users override Shared domains?
In Dynamic View Sharing, if a Shared User and a Shared domain are entered, and the Shared User's email address does not match the Shared domain, is that user still granted access?
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Merged: Publish Reports for Editing
This discussion has been merged.
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Sharing or Conversations, Attachments, Etc. side panels in the way? Temporary Fix.
I had a user at our company complain to me about the Sharing panel taking up too much real estate while on his laptop. He also expressed annoyance at being unable to hide the Conversations, Attachments, Etc. panel and having it stay hidden. I put together this simple Chrome Extension (works in the Edge browser too) that…
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Sharing Two Linked Template Sheets
We are rolling out a new process dependent on two linked template sheets to be shared into workspaces for each new project. When we share the templates into a workspace today, it appears to retain the links back to the original template in our template workspace. Is it possible to share two templates together and have them…
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Workspace & Sheet Sharing Permissions
I've noticed recently that workspace owners are not automatically made the sheet owner. Previously, I thought that if a sheet owner moved the document to a workspace outside of their ownership the sheet ownership would be transferred to the workspace owner. Is this not true anymore? Additionally, I've moved sheets to…
