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Parent Task to Child Task Automation
Quick Question; Is there a way or work around in automation such that when a child task is past due, the parent task status can move to "At Risk"? Seems like something that should be simple, and maybe it is, but I'm not able to develop a work around. Thanks in advance.
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Copy of Submission Not Showing All Columns
Does Smartsheet show all columns in the "send me a copy of my response" email from submitting a form? We used to show a critical piece of data in that our submitters would use for their records but now that column no longer appears in that email. The column used to display in the email, and has not been adjusted since the…
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How do I limit the number of entries under the same company name
I have a list of companies that are allowed 2 complimentary registrations. I want a notification sent if a third registration is added that tell the company rep they need to pay for the third registration. I have a list of company names with the contact information. I then have the registration list with a form for…
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Rolling and Automated Inventory
Hello Smartsheet Community! I've been attempting to set up a rolling and automated inventory and have ran into a mind splitting concern. I've been able to set up a Master Inventory, Incoming/Outgoing sheet, and a Rolling Data sheet to speak to one another with notifications to notify when a currently stocked item needs to…
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Best way to manage multiple users
Hello, The company I am with has an enterprise license for SS. We have a task where we are storing updates on a spreadsheet, as they evolve, within multiple departments. This has created much discrepancy within the data. I would like to lock it down to about four people being able to enter updates while others submit…
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Am I doing it wrong? Salesforce connector, Mesh, control center, Data shuttle ugh and now RM
:) Replacing a JIRA system that was not really used well with Smart sheet and Sales force in a united front to try and perform work flow, report out, and track time, then export for billing back to Salesforce. High level, we have a pre sales sheet that captures input from Salesforce on win, loss, and or type of project.…
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Automation and Forms
If i have a Microsoft template that i have to collect information and fill out. If i created a form to collect the information that's needed for the Microsoft Template, Is there a way to utilize the information from the sheet to automatically fill out that template and email it out to respondents on the list?
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Sheet - Format Cell Border
The ability to format cell borders with line style and color.
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Is it possible to do?
I have to ask as I am hitting a wall here. I want to create a resource/solution where people can claim things : The work flow consists of Two parts. Section A and Section B. Section A (completed already) Section A is form where User A fills up to show/post what's available to claim from recently added items which I will…
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Recipients of an automated workflow notification are not receiving emails
"Hello Jake, a recipient isn't receiving alerts from Invoice Status Update" notification We created a form that feeds into a grid sheet and it has automated workflow to notify users from a cell (client emails) when criteria like "Received" and "Completed" are met Most of them work fine, but we have a group of them which…