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Create from Template can only save in "Sheets"
I have created a template that we use for creating new sheets. The template is in a workspace where new sheets that are created should be saved to (within sub-folders within the workspace). I have a licensed user who is also an admin and when they create a new sheet from the template and hit "Browse to locate where the new…
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Importing Task Hierarchy from CSV file
We are looking to establish a daily import of our project portfolio into SS via a CSV file. When I look at the task import schema, I cannot see a way for SS to identify the parent and child relationships between the tasks. This means we cannot import nested tasks and the task hierarchy. Do you know if there is a field and…
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How to configure a project assignment and the assignment date and show the rest of the fields diseab
I have a problem. When Smartsheet sends the form on request to an area. I need to know if after receiving a project from a form, to be able to assign a resource and the date of assignment I can only do it from an update? or there are other ways of being able to assign people and date of assignment, automatically without…
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Use triggers from Smartsheet?
Working on a new workflow. Today's workflow is manual and based on emails. I'd like to use the webform to collect the required data (done) and then, based on specific conditions in the sheet fields trigger actions in other system - from generating email to open a service ticket etc. I watched the movie of the docusign -…
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Can't find forms as columns
This is my first day starting with SmartSheet so forgive me if this question is embarrassingly simple but I can't seem to find a video or an article anywhere which explains this. I selected a project management template and dowloaded the PDF instructions. One of the first things it asked me to do was to edit the form…
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Sales Pipeline Template
Hi I downloaded this template, it consists of 3 sheets, Dashboard, Report and Sales Pipeline. The instruction PDF seems to indicate that the Sales Opportunity form, created within the Sales Pipeline sheet, is the method for getting Opportunities in to the Sales Pipeline. Extract from ODF The Sales Opportunity form is how…
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Team Charter
Where can I find the team charter template shown on the attached screenshot?
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Numbers importing as Scientific Notation
I am working with PO#'s in a smart sheet and joining this data with a SQL database to combine a few tables. I use a visualization program called DOMO that I use to import the smart sheet data and the SQL data and join within the program to make one dataset. The problem I am having is when I import the smartsheet the…
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Efficient way to make same change in multiple sheets?
I've created a Project Template that has been used for 40 Active Projects. When I am make improvements to the Project Template (e.g. Added Column, added Row, Dropdown List change, Conditional Formatting addition, creation of shared Filter...) is there any was to propogate the improvement to the 40 active Project Sheets? I…
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IT Portfolio Rollup
Hi Community, There have been numerous posts about how to essentially rollup multiple smartsheet projects into a portfolio/dashboard to show overall status information about the portfolio. I get the essence of the various posts, but before going down those paths to figure-out how to build something from scratch, I'm…
