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What is the Cloud storage size of Business Plan.
Dear Sir/Madam, Kindly let us know what is storage size of Business plan? Since we are going to implement Workflow process in our department. Before going to rollout we want to know storage size. Awaiting your response. Thanks and best regards.
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Auto create multiple sheets for one project
Hi there folks. I'm fairly new, so this may be a fairly basic question. I'm using Smartsheet for project management, I'm in the planning and intake team. When we intake a new request and it's approved, I need to then create a project from that request record. When I create this new project do I need to manually create a…
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Is it possible to develop a task list from multiple source sheets through automation?
We are creating new courses and content for our LMS and we want to use a project sheet to track all the tasks associated with developing the course and its respective content from beginning to end. We have a handful of different "Learning Object" types that each have their own repeated tasks or activities to develop and…
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Data Shuttle - trigger workflows with new row in sheet
Evening all. Problem that I have is that I need a dynamic dropdown working between two sheets (i.e. values in column X in sheet 1 should be dropdown options in column Y in sheet 2). I've figured out how to do a workaround using Data Shuttle (offload workflow from sheet 1 to a Smartsheet attachment CSV, update dropdown in…
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Automation
I am working on developing a form and sheet for a patient safety survey. Each individual question has 6 possible response options with a corresponding numerical value eg "Strongly Disagree" will = 1. Is there a way to develop an automation that will change every "Strongly Disagree" response IN THE SHEET to a value of 1? Or…
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Remove a dropdown option , if it is already selected
Surprised, this does not exist yet in smartsheet. I am creating a sheet , All I want to do is once a timeslot has been selected by a customer, the timeslot should no longer appear in the dropdown or hide it or make it un selectable. I am happy to explore the automation workflow option too, but there is no way to configure…
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Referencing Values While Using Workflows and other grievances
There is some serious disconnect between Workflows and Formulas/Functions. I use Smartsheet mostly for task management on a small software development team. When we submit a code change it must go through multiple steps in this case: Development, Testing, Code Merge, and a few other tasks. I want to create a form that…
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Rows added/Changed Trigger automation is not working based on columns referencing another sheet?
I have a sheet that is supposed to move rows to another sheet if a column is checked. Well its not working. It only works if I manually change a cell within that row. In the second screenshot above, in the "d" column, there's a lookup formula that checks if the column to its left is not blank. If column "d" is not blank…
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User Access Review and Approval
Hello, I am trying to create a workflow for role owners to review and approve their user access. Role Owners have multiple users- so I don't want to have an email go out for each user. Has anyone created a report like this?
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I am trying to create Workflows based on varying frequency and day row is added.
I have a Smartsheet that gets updated with new data every Monday. As soon as a row is added, the project manager gets a notification to set the "Reporting Frequency". This can be Weekly, Bi-Weekly, or Monthly. The first Thursday after the row is added, a Buyer should receive a workflow that requests updates. Then the Buyer…