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Merged: Let Smartsheet use row numbers
This discussion has been merged.
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Multiple cross references for one sheet?
Hi, here's the situation. Sheet A is a master list of employees with their title, supervisor etc. Sheet B has a column that is set up as a dropdown list of names of said employees. When I choose an employee on Sheet B I have it cross reference with Sheet A to pull the supervisor and some other information to fill in…
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Personalised view on sheet
I think it would be good if we could have customisable (to an extent) on sheets or an option that people are allowed to do so if granted access on a sheet. Some people wanted "highlighted changes" or "frozen columns" on and other do not. Is there a way to add it to your filter maybe so people can opt in to those being on?
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Merged: Ability to add character limits to Text/Number column type
This discussion has been merged.
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Duration Column with Formula/Dependencies
Hello, Currently, I use a Text/Number column for task duration. I have a workflow set up to change the duration of each task depending on the urgency (either urgent or non-urgent), which is calculated using several weighted questions in the Sheet Summary that populate either a 0 (non-urgent) or 1 (urgent). This setup…
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Retrieve the form URL via an API call when the sheet is created
Hello Smartsheet Community, I hope you're all doing well! Im relatively new to smartsheets and I'm currently working on an automation process using the API's within Smartsheet where new sheets are created from a template. This template has an attached form that is crucial for our workflow. Currently, we can retrieve the…
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Referencing report data in a sheet/formular
Hi all This may be a silly question, but a quick google search seems to say this is impossible; I want to use a report to sum up all tasks overall/done/gone past deadlines, and then use a formular in a sheet to add them all up and be used for a graph. Thing is, it seems I cannot reference a report into a sheet? This feels…
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Assistance pulling information from one sheet to another automatically
Hello, SmartSheet Community! I could use your help. I have created an example of my problem below. The actual sheets have many more columns. Sheet A needs information sorted by Person Name; Sheet B has information sorted by Pet Type. Sheet A - This is where I would like information to be filled in automatically based on…
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best way to convert excel tracker to smartsheet
Hi all whats the best way to convert this tracker on smartsheet any ideas will be appreciated @Paul Newcome tagging as always for your advice please
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considering switching from CRM to Smartsheet. What's the best way to ensure a smooth transition
Do we have any standard templates related to CRM in Smartsheet? Appreciate insights and advice from those who have undergone similar transitions or have expertise in utilizing Smartsheet for CRM purposes. Specifically, I'm interested in: Strategies for migrating data from our current CRM system to Smartsheet. Best…