-
Linking two sheets in a workflow
Hello, I work for a healthcare system on our capital project team. We have a smartsheet form that we use to initiate a PO request. We also have a form where if equipment is changed on a project, we have documentation as to why the equipment change is needed. I am wanting to link these two sheets together. Example: if we…
-
Editing outside of pro plan
I am confused as to why a user is restricted to editing on a pro plan ONLY when they have a license on the same plan. This seems counter-productive and restricts someone to only collaborating with one entity. For example, I want to grant access to edit within my sheet to another user who is part of an organization with…
-
Large Dropdown List Search
Hello- This would be great- a way for Smartsheet to search all words and numbers in the drop down list, not just the beginning of each option. For example, I have a very long list of hospitals that start with the site number followed by the site name: 301 ABC Hospital. This isn't convenient at all if the person (most…
-
Replacing Cells when row is moved to another sheet?
Here you will see my columns, and my archive (2nd sheet) is the same, i have an automation that basically says when the next recurring date has populated and it is -2 days old to move that over to my main sheet, and that is working for me. My question is, is there an automation or a formula where when it is moved back to…
-
Form Dropdowns
Is it possible to limit the dropdown options on a Form to just a subset of those in use on the corresponding sheet? In other words, the field on my sheet has 10 options but I would like users of the Form to only be able to select among 6 of those options as the remaining 4 are for internal use only.
-
Conversations (notes) now in reverse order & entry too small
I frequently create notes for line items via the Conversations feature. Until recently, these conversation notes always sorted from most recent to oldest entries. In addition, the field space provided for entering notes was larger and higher in the sheet. Now my conversation entries are automatically sorted from oldest to…
-
Transfer multiple items to a single owner
Is this really the only way? https://help.smartsheet.com/articles/520103-change-the-owner-sheet-report-dashboard Create a new workspace and copy items over? We already have established workspaces, we just want to consolidate ownership of our sheets and reports to our sys admin account. Thanks
-
SUMIF Different Columns
Hi, I have two columns [Initial Priced Amount] and [Final Account Amount], what I am trying to do is use the amount in [Initial Priced Amount] if the [Final Account Amount] is blank, but if it isn't blank then use the amount in it, the [Final Account Amount] column. I want to use it in a couple of formulas in other columns…
-
Workflow or Data Shuttle for PowerPoint Document Upload
I've done some research to see how I can have a PowerPoint file automatically uploaded to Smartsheet either via a workflow or via the data shuttle. It appears that PowerPoint isn't a supported file type and figured I'd post here to see if anyone else got this to work somehow. Thank you!
-
Can you assign a random value based on a list?
I am trying to automate the task of assigning a person to an assignment. Users can submit a form, which generates a row on my sheet. The row then has to be manually assigned to someone to complete it. There are no values that can be used to really assign it to one given person- these are submission for setting up new…