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Webinar Recording available: Drive action with multi-step automated workflows
Missed the webinar? Review the recording in the Learning Center. Learn how to combine multiple automated actions that drive your processes forward. In this webinar, we’ll demonstrate how to: Streamline multi-step approval processes Archive or transition tasks with move and copy row workflows Customize what information is…
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Moving rows to new sheet with proofing enabled
It is very inconvenient that I am unable to move rows that have proofing enabled to a new sheet (keeping the proofs intact in the new sheet). We have purchased a new company and we need to move those company-specific rows to a new SmartSheet (including the proofs) but we are unable to do so. Is there a work-around solution…
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Updating (e.g. formatting) Sheets - Is there a better way?
Good Afternoon! I am 2 months new to Smartsheet and enjoying the journey thus far. Project Background: I am working on developing a "master template" of tracking Objectives & Key Results (OKRs). In doing so, using the Master template which contains alot of formulas and conditional formatting, etc. Once I get it designed as…
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HOW TO SOLVE INDEX MATCH WITH DATE TENURE?
This is Table 1 This is Table 2 The criteria is Match the Date & Name from Table 1 to find the Amount and put it in Table 2. And also add the amounts which is under the date tenure for the specific month. After many research I have found a formula which can mach 2 criteria at once but its not working for add the amounts…
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Feature Request: Smartsheet Desktop apps (specifically for Mac!)
Dear Smartsheet Team, PLEASE build desktop apps so that users don't have to rely on their browser to use Smartsheet. If you look at most people's browser, chances are they have a million tabs opened. That makes it easy for Smartsheet tabs to get lost in the chaos, which in turn reduces overall productivity and prevents…
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The 'Send' and "Send Update Request...' functions are not working for our licensed users.
Did something change? We rely quite heavily on these functions. Any insight would be appreciated. Thank you very much!
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Send a form out daily track responses on separate row...
We have a form we would like to send to employees every morning, then be able to track each response separately. Tried automating the sending out of the form but when employees respond it overwrites the previous response because it was a "request for update". We need to track each response separately. On the same sheet…
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Use Wildcards in an INDEX MATCH formula
Hi everyone, I need to use INDEX MATCH formula to get a DS# with a CNDT# in another report. The easy formula would be: =INDEX({DS Report Range 2}, MATCH([CNDT Number]1, {DS Report Range 3}, 0)), "") but the thing is that sometimes there are more than one CNDT#'s in a single cell. Since INDEX MATCH looks for the exact match…
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Help improve my data collection process, with multiple forms, update requests, approvals, reporting!
Hi All, I'm considering using Smartsheet for a somewhat complicated process and I could use some help thinking through how this might work. I have the basics listed below but I would appreciate if the experts here could let me know if you see any issues or improvements. Sorry for the long post. Thank you! Need: Need to…
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How can I retrieve deleted approval request email?
hi, I have a work approval request flow that being used to our department for document approval process. We have one manager who accidentally deleted the approval request email and we don't know how to retrieved it since it was gone in to the email deleted folder. Is there a way to retrieve an approval request email? how?…
