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Document Generation - Mapping sheet Data to DocuSign Form
Hi there - I've set up a sheet/request form combination that eventually requires signature. I've uploaded the PDF form template to the associated DocuSign account, set up the e-sign template in Docusign with everything mapped. The issue I'm running into is when I go to generate the eSign document version and save it as a…
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Cell Linking not following to sheet "Saved As New" in Marketing Campaign Template Set
Hi there, I'm digging in to the Marketing Campaign Template Set and am hitting a wall. When I'm saving a campaign as new, the cell linking in the sheet "3. Campaign Plan" is not showing up. Does anyone have experience with this template set that they could help troubleshoot why this is happening? TIA! Here's the original…
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Preserve specific email address in a Workflow rule in a Template
Allow for a Workflow saved in a Template to preserve any rule configured to be sent to a specific email address (as opposed to a Contact list column) when the Template is used to create a new Sheet. This way, you won't have to re-enter the specific email address in the workflow each time the Template is used to create a…
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Blueprint for Different Project Plans
We have different sized projects (small, medium, large) and each one will have a different project plan template. We currently have an intake sheet setup with Blueprint so that once a project is approved the standard template is used. However, we would like to use another column in our intake sheet that shows which size…
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Has anyone turned into the Employee Onboarding template into a rollup format?
Hi all, I'm working on a project for Employee Onboarding. After discussing with stakeholders, I think the Employee Onboarding template (Setup: New Employee Onboarding - Smartsheet.com) is a great start, however it doesn't meet some of the needs we are looking to cover. I'm reaching out to the community to see if anyone has…
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Pulling data dynamically from standard project folders
We found a template for multiple projects that uses a standard folder setup to keep Reports, Project Plan and Dashboards for each project within its own project folder... allowing us to have the separate lists of tasks and RFI's, rollups organized for each project rather than a forever-growing list of entries from old…
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PMO Template
Dear All, I like to understand how I can re-create the header row that I find in the Project Intake Sheet in the PMO Template. Can someone please advise? If I set up teh column with a function (e.g. Auto number) it is impossible to enter the word "Project ID" in teh first line as shown in teh image below. How does that…
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Data cannot be charted, unable to read source data.
I am using a template from Smartsheet (Project Tracking and Rollup). When I attempt to link the sheet to my chart widget, I get the "unable to display chart" notice. The chart should show percentage complete, but it doesn't. I will add photos of what it should look like, the notice, and the sheet that the chart is pulling…
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Concatenate formula with IFBLANK
We are trying to move some of our more complex templates into Smartsheet but we're having trouble converting the concatenate with blank formulas from excel into smartsheet. For example we have this formula in excel =IF(M2="","New",M2), and all I can seem to get to in Smartsheet is =IF(ISBLANK([If nothing is indicated,…
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Form: Change "From" on Automated Form Submission
Hello! My team at work recently created a form with an automated email response to confirm to the recipient that their submission was received. When this email is sent, however, it reflects the name of the owner of the sheet. I am wondering if it is possible for us to change the name to something generic for our team,…
