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Setting automatic update request based on field data
It looks like the automated update requests need data in the row (or in a column) to change before an update can be requested. I want to request updates on a given schedule - without having to manually request the update. Here's the situation - we have trainers in the field who create a new class using a form. The classes…
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Viewing Update Requests and Alerts
Is there any functionality in SmartSheet that will let me (the SmartSheet Owner) see what an Update Request or an Alert actually looks like to the end users. I understand I could send a TEST out to myself and see the Update Request as is happens but I make changes to these standard request often and it would be nice to…
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Feature Request - Cell History Graph
For all of my projects I need to track the overall % complete for the project and individual areas. I currently have Smartsheet calculating this information and displaying as a % in a cell, but I would like to be able to show how the % complete has trended over time. Is there a way to show the individual cell history as a…
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Live data in smartsheet
Trying to pull data out of our ERP (epicor) probably .csv format and keep it continuously updated to avoid manual data entry as much as possible. any ideas about how to do this? i am trying to use the data uploader but keep getting this error message. Thank you for any help in advance.
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Keyboard Shortcut to attach a link in a cell?
Hi, Is there a keyboard shortcut to attach a link in a cell? I know that I can right click on a cell, then click on hyperlink to put in a link. It would be a lot faster if I could just use control K on my keyboard similar to outlook and excel. Any thoughts?
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Importing New Project and Having it automatically added to our drop down menu in forms
Good evening We have forms we created where one of our form entries is the name of the project. When we create a new project in smartsheet how can we make it so that the project is automatically included in the form dropdown so that we do not have to manually add the project to the drop down of every form? Thank you
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Send an update request to a contact in a contacts column on the 1st and 7th of the month
When setting a recurring update request directly from the row, you cannot direct it to send to the person in the contacts column and when you set an automated action you cannot set a frequency based on the day of the month.
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Workflow Approval
Being new to smartsheet but an experienced systems developer I had set up a multi person approval for capital requests in smart sheet. It was quite ugly and ungainly and smartsheet was lacking features I have used in other systems. So I was very please to see the workflow approval functionality released which goes someway…
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Microsoft Office 365 ATP Safe Links issue
Hello Smartsheet Community, Has anyone experienced issues with Office 365 threat protection scanning links when opening Smartsheet approval forms or update request forms sent from https://app.smartsheet.com. See the Microsoft link below for an example of what our users are receiving. Unfortunately, this has slowed down…
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Enhancing Workflow Management on Consulting Projects
Hello! I need some help enhancing how we track our current projects in Smartsheet. I work for an engineering consulting firm. We have been using Smartsheet over the last 9 months to track tasks and manage workflow. The majority of our projects are labor-only. Due to the nature of our work with public agencies and…
