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Keep Fillable PDF mapping when duplicating sheet
We use Document Builder to generate a printable work order based on a fillable PDF. I have found this document mapping breaks when duplicating a sheet, as we would be doing per job. I set up the mapping on the template sheet, but it doesn't copy to the duplicated sheet. This is a major set back for what I am trying to set…
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PMO Template Project Plan not displaying correct End Date at top row
Happy August! This project plan was created using the Smartsheet PMO Template, which I have done many times before. How can I get the End Date in the first row to show the correct date (8/31/23), instead of 8/17/24? It's not rolling up. Thanks in advance for your help.
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Portfolio Template with Capacity Waterline Help
I'm thinking of transitioning my current project portfolio to this template that includes a capacity waterline but I'm having trouble getting started. Usually the templates include a guide on where to start and how the data flows between the sheets, reports, and dashboards but I can't find it for this one. Thanks in…
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Copy of Template loses Alert Someone Email address in Automation
Hello, When I "Use" a template to create a new sheet, most of the automation remains, but the email address in the 'Alert someone' section gets erased and the Automation 'Saved Workflows' say UNABLE TO RUN. How can I get the template to keep the Automation workflows intact when I use the template to create a copy? I…
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Template not visible in workspace
Hi, I created a Template (New Project Plan Template) in my Workspace. When I use the link generated from the Share button on my Workspace (Copy Link), am I unable to view the Template. I created both the attached screenshots. I am assuming if I cannot see the Template in the Workspace from this link than none of the other…
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Automations are being deactivated when saving new sheet as... or setting up as a template.
Automations are being deactivated when saving new sheet as... or setting up as a template. Generate Documents or Document created from document builder and Send to specific contacts are samples. Is there a way, without getting additional subscription, to prevent this from happening?
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Sharing Templates
I've created a Testing template for UAT/SIT that I have used internally and would like to share with Smartsheet, does anyone know the process of doing that? Is there an approval process?
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Generate Documents & Control Center
I was hoping the saved mapping I created in my project plan within the template folder that control center uses to provision our projects would carry that saved mapping through to the provisioned project but unfortunately, it does not. Can you please enhance Control Center to bring over the PDF File so it can bring over…
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Template searches
Hello community, I am wondering if someone can help me understand why when I search within smartsheet for a particular template, it does not return results ex - Test Plan or Test Case. However, when I search on the web smartsheet returns examples of exactly what I was looking for. Am I doing something wrong with my search…
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Template for IT Services
As an IT manager, I'm responsible for various simultaneous and sometimes unrelated areas, including: Maintenance of existing apps New development projects Recruitment Operations Company websites Procurement Billing I'm looking for a template to help me manage these areas efficiently without overwhelming me with details.…
