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Smartsheet Forms
Is it possible to make the Smartsheet forms "smart" and/or more sophisticated looking? The more my team uses forms to collect data from external individuals, the greater the need to have conditional questions and more sophisticated looking forms --- neither of which is possible in Smartsheet. While my team is starting to…
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Formula with Update Requests
Hello all, Im using Smartsheet to automatize a lead process with around 30 people involved. We get Leads in an external network, I add them to my Smartsheet Sheet and then the one in a contact column gets an automatized notification with the new lead data. After 5 days I need an update with est. values and so on, so I made…
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This rule triggered itself directly or by at least 1 other rule, which is prevented.
I have a SmartSheet constructed as follows: 1. A dropdown list contains five options to indicate the task status (Column = "Pickup Status"). Pickup Status Pending... Pickup Now Do NOT Pickup Pickup Completed Unable to Pickup 2 . The Foreman will use a form to submit the initial data and set a hidden field to "Pickup Status…
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Connector between Smartsheet and Google Docs
Hello, I need to connect Google Excel (Google Drive) to Smartsheet so that I can have updated data on Smartsheet. I need to know what is the best solution.
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Updates are not visible
I have a MSFT- Promo account and a month ago I created recurring Update Requests that are being sent out to my 17 customers. Since the upgrade last week, I cannot find the Updates that I created but they are still being sent out (yes, I checked Alerts and Actions). I keep getting a message "Upgrade to Business or…
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CC Box for Emailing Rows
Not a question but a tip, enjoyed the webinar yesterday! I would like to see a CC box included when you send a row to an email. My boss asked me why I sent this request to update to him, and I sad, well its not directly to you there's no CC box! Thanks guys, Cameron
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Update Frequency
Dear Smartsheet, Please stop the almost daily updates and concentrate on releasing functionality/fixes in a staged manner like every other company out there. I've even had days where there are 2 or 3 updates. It's best practice to provide cumulative updates and as a courtesy to your customers, it should be adopted by…
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Attachments with Update Requests
How can you send an update request for more attachments (photos) without sending the existing attachments for that row?
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Alerts & Actions
I am trying to ultimately set up my sheet to automatically send out Update Request 3 days (or whatever I set) within the "Bid Date" loaded into the sheet. It would be ideal if this update request would be emailed to the contact in "Sales Rep" column and copy (cc) me in the emailed Update Request for all of them. I was told…
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Developing a Matrix Questionnaire
Hello, I am hoping someone can help me design this type of Survey Form to send out to my work employees. I would like to ask them to pick an answer (that I give them), by selecting the radio button. It seems easy enough however, I do not see this. I have attached a screenshot. If you know how to do this, I would really…
