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Update Request Automation
Hi there, I need help please, is it possible to edit a update request? When the update request automation is send, is it possible to only select some of the columns so that the sales personnel not get the whole line's columns but just 5 or 6 of them that they must update? Hope you understand? I know if you send an…
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Update a line via form without rights to view the sheet
Hi, I have a list of adresses and would like to send an update request but without giving this person the rights to view the whole sheet. Any ideas how to make this? Thanks, Joachim
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How to Set My Weekly Update Request Form to Blank Cells before the Weekly Update Request?
Hello, I would like for this form to go completely blank on ALL cell-rows before the update request gets sent to the collaborators (not licensed users) every week. I already have the update request set to send every Friday at 9AM to request the form to be filled by the list of collaborators. I just want to make sure the…
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Text in Update Request splits in the middle of a sentence and moves to new row.
Hello: I have an Update Request that contains a message. For some reason, SmartSheet is causing a break in the text and moving a portion of a sentence to a new row. No matter what I do with it, I can't get it to flow the way it should in a paragraph. I even created a second Update Request, retyped of the verbiage and it…
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Can you sort rows or filter in the iOS app?
I am trying to sort a list from ascending to descending in the iOS app. Or filter out values less than a certain number. Seems like this would be very standard functionality for a spreadsheet. Am I missing something? Any help would be greatly appreciated.
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find and replace text in an already created update request.
I have update requests set for each employee's annual review. I would like to change one bit of text in the preformatted email. Is there a way to do this? Specifically, the line reads: Contact Mary Beth or Jesse. I would like to remove 'Mary Beth or' Is there a way to do this without opening each request individually and…
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Card View multiple perspectives
The Card View is awesome, creates verticle swimlanes for each value in a drop-down field. I'm wondering if there is a way to add a second perspective to the Card View from a second drop-down field. The secondary values would render as horizontal sections. For example, the verticle swimlanes might be departments, but the…
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Automation - Request Update
Hi. I'm looking for help troubleshooting an issue I"m having with Automation in smartsheet. I set up a recurring request for updates to run each Friday at 8:00 AM PST to all Assigned To users in the sheet. The problem I'm having is my request automatically includes a form I created for project intake. I do not want the…
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Generate reference after box ticking
Hi all, Been trying to look for my solution here, but i can't seem to find it. Hopefully someone can help me. I have a supplier approval database with supplier info, several checkboxes for required docs, etc. Also have an approval column, and then an approval reference column. What i intend to do is, when i tick the…
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Importing\Uploading Information
I know you can create a sheet by importing a document into SmartSheet and having it auto-create around the information; however, how do you continue this? IE You take a sheet from Excel, that will continue to be used, and import it into SmartSheet, then you want to update the information in the SS later by just…