-
Workaround to sort Report rows manually?
Anyone have a workaround solution to sort Report rows manually? For example, we need to put priority items at the top - but that priority is manually adjusted (not logical). Using a 'Priority' column to sort by doesn't work, because they want to move around and see how it's adjusted without having to save and refresh the…
-
How to get the same name from two different sheets to populate a third cell based off their response
I have a sheet (Sheet 1) that is being populated with a person's information after they fill out a form. Smartsheet then sends out an email to that person through a workflow to follow-up with them. The email contains a smartsheet form that allows the person to put their name and follow-up answer. This is populating Sheet…
-
Is there a class/how to guide someone would suggest when using the policy template?
I am new to Smartsheet, but catch on pretty quickly. I did not find anything in the university.
-
RACI Template in SS?
Hi, does anyone know if SS has a RACI template available? I thought it did but in searching don't see anything. Thank you!
-
Reports: sharing requirements to @mention in comments
I often run reports to gather specific teams' data across multiple schedules into one easy-to-access place. I realized recently that report users cannot @mention people in comments, even if those people are shared to the base sheet being pulled into the report. Instead, the @mention must also be shared to the report. I…
-
Complaints - Where to complain.
Hi Does anyone know how to lodge a complaint concern poor customer/support service? This is what I am getting from SS support. The Smartsheet website is the only website that cannot be accessed from my organisation. "Your IT department should be able to troubleshoot and resolve. Restarting the router should assist, but…
-
Report builder - Collapse and Expand Rows
Hi, Is there a way to expand and collapse rows in the report builder just like the functionality that the sheets have? I want to be able to display in my project dashboard the same view that from the project sheet but unable to do so because I need to create it in the report builder first so I could display it in my…
-
Digital Signature
Hi all, I've searched for this topic, but i could not find directly what i was looking for. Is there on Smartsheet any functionality for digital signature that doesn't require pairing our service with another software? All the solutions i saw were about using another software to do it, but those were from 2017. I am just…
-
#NO MATCH result with INDEX/MATCH formula referencing Auto-Number/System
I use the INDEX/MATCH formula across many of my sheets for many years. This is the first year I've encountered this issue: my formula is indexing information referencing an auto-number system column type. We generate 3-digit "reference IDs" in this auto-number column to make it easy to index information for that respective…
-
Add Grouping to Report Exports
When exporting a Report to PDF or Excel from Smartsheet, grouping and summary rows should be included. As I utilize a lot of automated reporting, via PDF, this would create consistency in the report view and exported view.