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Create a Smart Form to update a row data
How do I create a form to update a data? For example, I want to just click the row line and a form will pop up so I can update it and save rather than scrolling the line item from left and right to fill in the blanks. Hope anyone could help. Thanks.
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Assigning tasks through forms
Hi, I want to create a form that limits the selection to unassigned tasks from a master task list. The task columns is currently the primary column, so there is no limitation to create a drop down menu in the form. Is there a way to limit the options in a form with a filter? Thanks!
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New Sheet Summary Fields w/ Control Center
Will the new sheet summary fields be the profile data (metadata) fields for control center or will there still be a need for profile data (metadata) in a summary section at the top of the sheet?
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Doing things first time right with data validation
In a productive organization, the most efficient method for cutting waste is to attack anything and everything that is not done right the first time. The only drawback to SmartSheet is its ability to manage "data validation" like excel does. Even with column properties set as Date, users can still write stories "text…
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Restrict field to numbers only
I apologize - I do think this should be a basic question that I could answer myself, but I cannot. I am new to Smartsheet so still learning. I see that you can set a field to Text/Number, but how do I restrict a field to only allow numbers to be entered? it's a field for a customer ID - that if someone attempts to type…
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Dynamically Calculate Child Counts Based Upon Filters.
Hi All, How do I calculate the count of children in a parent row and have it dynamically change depending upon filtered results. I’ve tried COUNTIF and COUNT plus SUM CHILDREN and they all work showing the correct number of children before a filter is applied. When I apply a filter, the number of child rows reduce, based…
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using external data in a form and sheet and for validation
Our company has an internal application. I would like to reference this application's data in a form and in a sheet: * When a user is submitting a form, it lets them select a value from a drop down that is populated from data in this external application * When a user is submitting a form, it lets them enter free-form text…
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Task list option for each project
Hello everyone, I'm looking for a way to add projects (color project lines) in one sheet. In the solution center, there is a project category and in it there is a task list option for each project. In this option specifically, I wish I could put as many projects as I want. Do you know a way to get there ?
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Resource Forecasting
Here's what I want to be able to do for resource management. Is there a workaround to accomplish this? * Assign individual resources (they are not licensed users) to a team\group. Assigning tasks to multiple individuals does not work for me. * Each individual has default work hours. E.g. 8 hrs. It can be modified if needed…
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How to obtain access to WorkSheet Home without following 3-leg OAuth process
Hi. We are using SmartSheet to store multiple sheets that should be created by one person. This person will share one or more sheets in each of multiple workspaces. I am writing an application (in C#, hosted on AWS Lambda) that must access each Workspace, and Sheet, and read each Sheet. I am using the official SmartSheet…