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Duplicating a Report Sheet in Smartsheet
Hello. I have a report, and I want to use the same settings / filters on the report page but for different projects, so I "saved as new" and renamed it at the top, BUT, how do I clear it out so there's no existing information entered that's on the original report? ( I hope that made sense ) - any help or suggestions are…
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Report for due dates
Hello! Does anyone know if there's a way to create a report for specific projects that reflect tasks that would be due on the same date? For instance, if several projects have the same due date, it will show up as such on the report so the manager would see this and due dates would not be overlooked. Any assistance is…
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Audit-centric tracking report
I am trying to figure out the best way to create a sheet for tracking all programming changes made for our development team. We have several different features that can be updated at different time, and i need to be able to track the latest version, who approved the release, and the release date. Ideally an audit report…
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2 of 2: How to send Outlook emails using a template populated with Smartsheet data and triggering from Smartsheet
Continuation of 1 of 2 : How to send Outlook emails using a template populated with Smartsheet data and triggering from Smartsheet Details of how to send Outlook emails using a template that is populated with Smartsheet data and triggered in Smartsheet. This solution is complex. Some details have been blocked out for…
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Merged: Customise links within email notifications
This discussion has been merged.
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Legacy Dropdown Functionality Option
Good afternoon, Recently there was a change that made searching a dropdown by typing inside of it switch from an exact match method where typing S would only show entries that begin with S to a search within method where typing S would show all results with the letter S in them. I can see how this would be beneficial in…
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Merged: Document mapping from PDF
This discussion has been merged.
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Sheet automation notification email tracking using a PowerAutomate Flow and Outlook
This post details how to track all sheet automation notifications emails. This solution is medium complexity and will likely require you to use an AI for some simple coding. Smartsheet allows users to automatically send email notifications from sheets. There are a few significant problems with these automated emails.…
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1 of 2 : How to send Outlook emails using a template populated with Smartsheet data and triggering from Smartsheet
Details of how to send Outlook emails using a template that is populated with Smartsheet data and triggered in Smartsheet. This solution is complex. Some details have been blocked out for privacy. I had to split this into two posts due to the length. 1 of 2 : How to send Outlook emails using a template populated with…