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Automatic report creation with custom template
Hi! I am working on creating a report in which data is obtained using a Smartsheet form. For each new answer on the form, a new report or Dashboard must be created, which must have the format below. I wonder if there is any tool, API or integration with any other platform that would make this possible? Any help is much…
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Is there a way to deal with "maybe situations" or varying predecessors?
Hi SmartSheet community! This may be an odd one to describe but I am going to try my best. I have a process that is a bit circular and is also a "maybe situation." For our product, we will go through rounds of optimization but only on an as-needed basis dependent on results. For example, we anticipate product A will need 4…
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How do you expand the height of a row?
How do you expand the height of a row?
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Which formula should I use if I want to add up all values from a column?
To give a little bit of context, I am creating a report where I can count whether a cell has been filled with information. The column I am using is a drop down list with 5 values. Let's say these values are apples, bananas, oranges, pears, etc. I am not looking for the total of each specific value, I want all of the values…
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Copying Workspaces with Dashboards
We have a workspace with several sheets and dashboards. We want to copy this workspace for each incident we activate for. Is there a way to have the links within each dashboard automatically update to the workspace/sheet location? Currently we have to go into each dashboard and update the links - very tedious. We are using…
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Friendly Reminders
Hi there, I have two troubles with the tool, I hope you can help me and I'll grateful for that First: I'm automatizating my process with friendly reminders, but these one e-mails their looks like a spam e-mails, I mean, the vowels with tilde doesn't recognize it and show a question mark in that space, this action it's…
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How to put formulas in smartsheet form without it automatically override as text?
When I use an automation workflow from a form question hidden as I have the formula as the default value of that question, how can I get it to work it's formula instead of it overriding as a text? So when I put in the formula in the default value in the form and when after the form has been filled, the formula is exposed…
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Formula-Reference another sheet and see the column rather than(SheetName Range #)within the formula
Hello, I have a formula I am using on one sheet. The sheet is named "Mark" since he is the Point Person. =COUNTIFS([First Contact Year]:[First Contact Year], "2020", [First Contact Month]:[First Contact Month], "Jan", [Point Person]:[Point Person], "Mark") I have another sheet named "Summary - 2020". I want this exact…
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Version Control
Does Smartsheet have a type of version control?
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Customized Buttons in Dashboard/Portal
After seeing very nice dashboard presented in Best in Class Project Management video I tried to start developing something similar for our organization. However I'm struggling with creating customized buttons (like "Home", "Portfolio Dashboard", "Departments" etc) that you can see on the top of the dashboard that is used…