-
Smartsheet equivalent to a popup window or pivot table?
Is there anything like a pivot table in the smartsheet ecosystem? I am looking for a solution that is somewhat like a sheet reference, but perhaps saves the time of double entry? Case in point: those of you that use Concur travel or something similar, how do you organize the data and make it retrievable but also something…
-
Template form link and Roll Up sheets
Has anyone done this? Can you add a form link (status update form) to a roll up sheet automatically once the project is provisioned in Control Center. Essentially the end goal is that already created template form, I would like the link to auto populate the form link from the status update sheet after provisioning so users…
-
Revert to previous versions of sheets instead of just the activity log snapshot
I just ran automation on an entire sheet instead of just the rows. I wanted to move tasks to a compact task repository, and it moved 364 subtasks that I wish it hadn't. Now, I have to go back and manually revert what I can. Luckily, most of the time, we upload comments and proofs to the parent tasks, which, because they…
-
Merged: Revert Sheet to [Time]
This discussion has been merged.
-
Anyone else having issues with search in board view not returning results?
I've just got a new team using Smartsheet in board view for easier collaboration. One issue though, is the search function is only returning matches when they're in the primary column - not in any other field. This isn't ideal and must be a bug. I've logged it as such but keen to know if anyone else is having the same…
-
Using a reference sheet to bring in reference dates (e.g., 6 months ago, last month, etc)
I thought it would be easiest to create a reference sheet to house dates so I'm not constantly creating timeframe stipulators in my sheets, especially now that I am trying to create portfolio level rollups. When I observe the switch over from Mar to April, it seems like in order for the reference sheet to show April 1, I…
-
Flagging Tasks as 'Blocked' if Predecessors are past due
Hi everyone! New to Smartsheet and trying to build some features for my company. I've been doing a lot of reading and tutorials, and I think I'm close to the end of this problem. Like the title says, if a task goes past its due date, I would all of its dependents tasks to flip to 'Blocked' status. I made it so far as to…
-
Guest access set to Edit, but cannot attach files to sheet.
I have a vendor that is helping our company with a deployment. We have given their PM access to our sheet as Edit cannot share, but when they try to add attachments to the sheet it comes up stating they do not have access to upload to that line. Why?
-
ADA Accessibility Design in sheets
We have a Smartsheet accessibility concern. We have employees with vision disabilities, for whom the gridlines are difficult to distinguish between cells, and the gridlines literally vanish when using some cell background fill colors, such as grey or brown. We have attempted to use conditional formatting and alternating…
-
Skip WBS vs. Deleting Task
Is it best to Skip WBS or actually delete the task? Are there benefits to either?