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Record a Date automation keeps updating to today's date.
I am using the "Record a Date" function to identify an Approval Date when the status of a request changes to "Approved." The automation does record the date once the status is changed. However, once the date is recorded, the automation continually updates the date to the current date. For example: If a request was approved…
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Sharing Folders inside the Workspace
Can Smartsheet be able to share folders inside the workspace? I know if you share the workspace everything inside can be access, how ever I don't want to share to people all the items inside de workspace and the best way is the share option to a specific folder. So yo can share view to the workspace so the structure of the…
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Columns do not line up if hidden if referencing 'in' from another sheet
Hello! I am referencing a single row of pertinent information into "Sheet #A, Master" from multiple other sheets "Content Sheet #b"; "Content Sheet #c"; "Content Sheet #d"; and so on. That works, but when I first build the link ALL of the columns in "Sheet #A, Master" need to be unhidden first. This is definitely a rich…
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Is there anyway to receive responses from a form in pdf?
Hi Smartsheet community, Does anyone know if there is a way to get captured responses from a form sent as a attachment in pdf format? I know you can get a regular email with the responses, but in my case I need to send the response to an exec to do final sign-off via Docusign (I was late to the docusign smarthseet…
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hierarchy numbering in sheet
Hi Team, Can someone help me how to get hierarchy numbering in sheet for example Project Plan 1.1.1 Resource of Project Plan 1.1.2 Conclusion of Project plan
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Integrate with Microsoft Access
Does Smartsheet allow for integration with Access database tables? Is this something that a connector is needed for; such as Data Uploader? Will the integration work with older editions of Access or only Microsoft 365?
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Locked column on sheet is not locked on report
I have several reports created from a sheet that has locked columns. The column locks are not transferring to the reports and now if the report share has editor rights they can change the data in the locked columns. What could be causing this?
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Inconsistency with copy row automation
Hello! I am running into some issues when attempting to utilize a copy row automation. Sometimes the rows are copied to another sheet, and sometimes they're not. Here's a breakdown of my process... Sheet 1- approval workflow is automated upon form submission, records a date when approval is granted Sheet 2- utilizes a…
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How to remove no longer used lanes in Card View?
My sheet has named people in the contact list (the column card view is sorted by) who are no longer allocated any projects on this particular sheet but they still have a lane showing with (0) next to their name. I can collapse the lane but it means I have a lot of collapsed lanes cluttering the sheet. How do I get rid of…
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Generating values that can be referenced in a drop-down
Hi, I'm looking to create a formula and cell reference system that can be used to generate a value that can be referenced in another cell or ideally a form. Here's the workflow breakdown. The field fills out a form that creates a new line with an auto-generated "Request Number" If the form has a "Build" in the "Request…