-
How to auto populate approval from one sheet to another?
Sheet 1 has the column of Name (Text) Email (Contact List) Request (Text) Approver (Text) Approval (Yes/No - Dropdown) Sheet 2 has the columns Approver Name (Text) Approve? (Yes/No - Dropdown) Once the form for sheet 1 is submitted I have it automated that it'll trigger an email to the 'Approver' contact list to open up…
-
Customizable Banner Messaging to Subscribers
It would be great if we could customize the banner displayed within sheets as done by Smartsheet to market new features so that SysAdmins could message to their users without the need to do by emails. Examples: Renewal survey is about to launch, Did you know you can go to our company resource dashboard by doing xxxx,…
-
Merged: Sheet Banners
This discussion has been merged.
-
Milestone Trend Analysis (MTA) Chart creation on dashboard
Hello, I'm adapt/add a Milestone Trend Analysis (MTA Chart) on Smartsheet. Is there a way to reflect his on a dashboard. Here is a copy of what I would like reflected on our dashboards. Not my data but I saw this for usage with MSProject. I'm looking to have sheets with data and project/display this data on the dashboard…
-
Form Entry Metrics by Category
I'm creating a metrics sheet that will have data input by external parties via a form. I'm trying to think of a simpler/more user friendly way to display categories on the sheet and form. There are many category options and I need the # of occurrences entered for each category to tabulate monthly metrics. Most of these…
-
Best Practice: Intake Sheet & Secondary Sheet when 2-way sync is needed
We're working on a solution for a department that is similar to Uber without the bells and whistles. A call comes in when there's bad weather, a city employee "aka Dispatcher" looks to see who is available in our list of drivers and assigns them to pick the employee up. I think my question is pretty simple? I'm having…
-
Feature request: Hashtags to create automatic reports
Hello! So, the story is: Our team is using a Smartsheet workspace to coordinate the production and deployment of assets of an entire Content and Marketing department. We have created sheets for each type of process/asset (Social Media, Video, Print, Web, Email Marketing, etc), automated formatting in all sheets according…
-
SUM IF / COLLECT / AND all are failing
I have tried several different ways to do what I thought should be a simple calculation. The purpose is to add Hours from one column where the Priority in a second column is either 1, 2, or 3. For perspective there are 300+ rows in the sheet and it grows daily. There are 8 possible priority settings, one is text. I have…
-
Workflow Automation Run History/Log
Is there a way we can see a log of when workflow automations have run, and if there is a recipient for it, then to see which recipient(s) have received it & when?
-
Formula to make a metrics sheet to build a pipleline dashboard
I have a sales tracker sheet and need to continuously pull data as new quotes are formed to show wins/ losses compared to our target in a dashboard. Sheet has 3 columns that need to create the formula: Account type, Weighted Forecast, and Expected Quarter Close. In real words, I want to say Weighted forescast is $1M for…