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Completed Tasks removed from calendar
Is there a way to remove completed tasks from the calendar without removing them from the sheet? I have a done column that checks off and greys out the row but the information still shows up on the calendar is there a way for it not to show up on the calendar? Thanks in advance.
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Smartsheet at- risk formula
Hi all, I'm having a little trouble with creating the right formula for my "at risk" / "attn" column. I only want the column to flag is the status is not complete and the target end date is past due. My current formula is =IF(AND(Status301 <> "Complete", [Target End Date]301 <= TODAY()), 1, 0) Currently, the column flags…
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Can Smartsheet lock a column AFTER data is input, for referencing in Update Requests?
Hi, I have a Smartsheet workflow I would like to implement and can't seem to figure out if it's possible. I have a sheet with four columns: Name, Date (formula set to the following Monday after the CreatedBy date), Commitment Detail (a work task they are promising to get done), and a Commitment Completed (yes/no dropdown)…
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Update Requests with columns for viewing only
Is it possible to make an update request, but only allow editing of certain columns? I want them to be able to see certain columns, but not change them.
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Trigger Approval Request with the submission of an Update Request
Is it possible to send an automatic Approval Request right after an automatic Update Request was filled in.
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Report: Sheet Summary - Update Field from Report
I'm trying to find a workaround the lack of functionality in Update Requests. I have a Sheet Summary field called "Project Update" where our Project Lead is expected to put a brief statement on their project weekly. That field feeds up to the Project Dashboard and, subsequently, a Portfolio Dashboard to provide an update…
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Automated Workflow - Alert Notifications
Happy Friday SMEs! Is there a way to confirm an automated workflow "Alert" actioned properly. For example, when generating an "Update Request", you can validate if/when the request is completed by referencing the toolbar highlighted below --- Is there a similar feature (or mechanism) to track when/if "Alert" workflows are…
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Sheet Location (Workspace/Folder) on Sheet
Is there a way to show the sheet's location on the sheet itself? Where the workspace name or folder name or both would show on the sheet?
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Workflow Question - Decline with An Attachment
Wondering if anybody encountered the same situation here. I have a very simple mechanical drawing approval workflow that works fine if the approver only click on "Approve" or "Decline" button. The approval column will change to Submitted when drawing submitted (trigger by attachment), and changed to Approved or…
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Record a Date Action for Automated Workflows
I've noticed a few posts on Community re: the release of a new workflow action - Record a Date. I'm not (yet) a member of the "Social Groups" Community so I'm unable to read the full text of each post. In addition, a Smartsheet Partner @Debbie Sawyer made reference to the new workflow action in her answer to…