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Copy-Paste Rows WITH PREDECESSORS?
Hi, When I copy-paste rows that are related by predecessors, these connections are lost. Although I understand losing connections to rows that are not in the copy-paste panel, however it is a big time waste and error risk to have to re-create predecessors one by one. Did I miss something? Is there an easy way around it?
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Smartsheet template with approval request
Hello, We will need to create multiple number of sheets periodically and thinking of creating them from a Template. The sheets will be quite basic/plain - mainly contain free text, drop down list, number and dates. I am quite sure this can be accommodated by the template. Can the template also cater for Approval requests?…
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Setting Up Timesheets
Dear all Our company would like to use Smartsheets for timesheets. I have been trying to get up to date on best way to do this on the smartsheet site and also reading queries raised in the community - however would appreciate if someone is able to share a form they have already created with drop down boxes for client names…
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Adding a new currency
Hey, My company is use to work with Central African Francs (XAF) as default currency. At the currency list in the spreedsheet, we do not have it. Does anyone know how to add a currency? Thanks in advance!
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Regarding DocuSign integration: Is there any way to combine Workflow + attachments?
I'd like to use the workflow to have a variety of fields and the signees autofilled, but there doesn't seem to be a way to include an attachment from smartsheet in the workflow. Alternatively, I can create an envelope from an attachment in Smartsheet, but then I have to rebuild the fields every time and I can't have them…
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How to auto-populate/insert 10-15 task rows as child items under new project row?
What is the best way to automatically insert a set of (about 10) rows as child tasks under each project row? I am designing a smartsheet based on the Project Sheet template, but in my case we manage a large number (about 150) of projects. Each project is fairly simple: each project contains the same set of 10 tasks. I want…
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Task Dependency Block View
Would be awesome to be able to see projects in a format like that used by Casual.pm. Gantt charts make it very easy to see how tasks lead to deadlines, and to identify critical paths, but they are not great at immediately showing how tasks depend on one another, nor the total number of processes in action at any given…
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Dynamic Status
A more refined and slightly more universal solution to the first posting is as follows: =IF([% Complete]18 = 0, "NOT STARTED", IF(AND([% Complete]18 > 0, [% Complete]18 < 1), " IN PROGRESS", IF([% Complete]18 = 1, "COMPLETE", IF([% Complete]18 > 1, "INVALID ENTRY", IF([% Complete]18 < 0, "INVALID ENTRY"))))) This assumes…
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Add lines in templates and have the formulas auto appear
Hi, So I created this template for our sales team. The idea is that in the yellow boxes they enter item number and quantity (and other things based on where they are in the template) and was informed that there are some sales orders where they will need to add additional boxes. We were looking to have it set up so that one…
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Document Checklist(s)
Hi all I am looking for the best way to create a document tracking checklist that tracks all necessary documents in our loan origination process for EACH applicant that may be on the loan. There could be 1 applicant or there could be 5. We could have individuals or entitys on the loans as well. I need to be able to pull…
