-
Credentialing Tracking Template
Hello, I am looking to set up a credentialing tracking template. I would like to track the credentialing process including but not limited to documents submitted/pending, approvals, etc. I'm curious, does anyone out there have any examples of such templates? Any ideas are much appreciated. Thank you!
-
tabs turn to dost/ellipses
Has anyone had an issue where the tabs within smartsheets turns to dots instead of having all the tabs at the top? It seems to happen periodically and I have no idea why, or how to switch it back to just have the tabs (I find the ellipses most annoying).
-
Automating updates from shared Excel doc to a Smartsheet doc
Is there a way to automate updates from a shared Excel file to a Smartsheet doc? I am currently manually entering data from an Excel file into a Smartsheet to update the information on a Sight. It would be great if the data was automatically updated in the Smartsheet when the shared Excel file is updated. Is that possible?…
-
Understanding how SS calculates completion
Sorry if this has been asked before, but I am not clear on how SS calculates % complete with the child-parent relationship. The example I have is that I have one child at 10% complete. Roll up task shows 0% complete. I changed the completion date from in the past for a missed deadline and the parent roll-up goes to 10%. I…
-
Don't want dates showing
Hi, we are planning a home construction project and are not sure of dates. Is there a way just show days without dates, and exclude Sat/Sun?
-
Stacked Charts
Hello 1. I am new to the smartsheet community and would like to know if it is possible to plot dates using the charts widget in the dashboard. I intend on plotting a stacked bar chart with dates and duration. (As show in Figure 1) 2. While using the clustered bar charts option, is it possible to a merge the bars, something…
-
Update existing smartsheet by excel
Hi, I have a smartsheet with 4 columns： building code, name, cs manager name and supervisor. I create this smartsheet by import excel. Excel has 4 same columns.. However, cs manager always change. We have 1000 buildings. Admin will send update list every week.. I know there is data live connector.. if I change info in…
-
Can I save over my existing sheet with an imported excel file?
Can I import an excel file and save over in order to capture updates without manually into the smartsheet? We distributing the exported excel version of our sheet to a customer who does not use smartsheet. They return an updated excel file, and we would like to then import their updated excel version to smartsheet and…
-
Multi-Row Approvals
I want to migrate an existing SharePoint InfoPath form to SmartSheet. The form is a Budget Request Form. * Staff can submit a budget request with arbitrary number of items (rows) * Via a workflow, each item is Approved or Denied. * Via a workflow, the entire Request is Approved, Partially Approved, or Denied. The thing…
-
Importing/Syncing Excel File
I have created some sheets that reference a master sheet. This master sheet was populated by importing an excel file. The data in that excel file is generated from a web page that exports to excel and is constantly updating. I'm seeking a solution to be able to update my master sheet. Importing doesn't work as it creates a…
