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Updating Row Information without Request Update
I have a sheet that we are tracking a number of projects on. First column contains the project names and subsequent columns are a plethora of project data like goals, objectives, budgets, contacts, risks, and so on. Forms are used to populate the information on the onset and at different stages…
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Newline for Mapping
Hello! I have been creating a sheet that pulls data from a hotel database and then maps it into a pdf. I have been trying to get the sheet to pull as many suitable (in this case, from the same town) hotels as possible. The only way that I have been able to do this is by using =JOIN(COLLECT({Hotel Database Name Range},…
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Request an update
I'm thinking of setting up an automated request an update workflow to go out to the assigned column once a week every Friday to manage the construction phase of my project. Only trouble is I want it to send an individual email to each contact in the assigned column not one big email. I have been setting up a weekly…
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Salesforce Integration- Worth it?
Hi everyone! We currently use Salesforce, Quip & Smartsheet however, we have not yet added the integration to sync them. Can anyone tell me what the huge advantage is to justify the price of the integration? The video links are a bit vague & I need to provide a few good reasons, other than an auto alert if a new…
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Placeholders in Automation Message not recognizing column name
I am trying to create an automated update request with placeholders {{ }} to make the messages more useful as the sheet has many projects on it and the receiver would not immediately know what the message is referencing without the placeholder information. Most of them work (Owner, Project Info) as you can see here:…
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Multiple Update Requests In One Email
Greetings - I currently have employees getting multiple update requests in one email. Please see the attached screenshot for an example. I am needing these to come thru as individual emails and not multiple update requests grouped into one email. Am I missing something in the settings? Hoping someone can help me sort this…
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Update continues to show next to resource after updating Resource Sheet
Hello, I have created resource sheets for each of the projects and added people accordingly. When I navigate to the resource plan and click update for some of the project team, the "Update" continues to show by their name. I review in the Resource Management module and they are current but the plan in smartsheet continues…
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Is it possible to have users use a form to search for a line item and auto send an update request?
I have a SmartSheet that lists contracts with fields that include contract end date, purpose of contract, vendor contacts, etc. This information needs to be updated by the manager who is responsible for the contract, but I don't know which of our managers are responsible for which contracts to update. Is there any way to…
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In Calendar App/Quarter View, can you change the Fiscal Year output of year? (Q1-FY2022 vs Q1-FY2023
Our fiscal year runs April 1-March 31. In the Quarter View, all events running April 1, 2022 through June 30, 2022 are showing up as FY2023. However, April 1, 2022 is the START of fiscal year 2022 for us. I would like the Quarter View to show it as FY2022 Q1 and not FY2023. Is there any fix for this? (See below. Events in…