-
3 Levels of Hierarchy?
I am building a workspace with 3 separate levels: Master Overview Dashboard, 3+ team dashboards, & 5+ representative dashboards per team. I want the individual representative to be able to input data via a form and have control to edit a few columns. Each rep will "own" the data they input. Only want that data to flow to…
-
Approval Workflow: Record Name of Person Who Approved
When a approval request goes to multiple people, is there a way to record into a column the person who did the approval (e.g. Approved By column). I can see out who did the approval by reviewing the 'View Cell History' on the column that has the approval status; however, I would like to put the Approver name into a field…
-
Troubleshooting Automation: Copying Only Top/Parent Row Instead of Entire Project Plan
Can you help troubleshoot the automation that's supposed to copy only the top row/Parent row of the project plan (which contains specific key information) into the 'Timeline Variance and Weeks Remaining' sheet whenever a project plan is updated? Currently, the automation is copying the entire project plan instead of just…
-
Automation workflows not executing
I have like 8 automation work flows for when a row is changed it will change a cell, sometimes it works, other times it doesn't. The biggest one not working is recording a date. I know its not a delay because its been over a day since the last change and it hasn't updated. Here are two of the workflows I have, these are…
-
Folder Order
Hi - I am new to Smartsheet and trying to figure out how to move my folders and place them in the order of the workflow I want.
-
Automated Workflow Not Triggering as Expected in Delegate Sheet
I have two different sheets, and I'm facing an issue with automation triggers not behaving consistently. The Main Sheet contains all data and approvals. I set up an automated workflow to send reminders every second day to approvers who haven't checked their assigned tasks. This works perfectly without manual intervention.…
-
Widget size
Hello! Is there a setting that automatically expands the widgets as the lists in the widgets I added to the dashboard grow?
-
row not locking
Hello, I have set up automation that when row is changed, "Picked up by" column is filled in, the row will lock. It did for all, but not for row # 2. See below please. what can be wrong ? thanks,
-
Collaboration in Smartsheet (Saving)
Hello, I am just wondering what is the best way to work in collaboration on smartsheet. Currently when multiple users are working in the same sheet and one clicks save the other users data is lost! How do I prevent this from happening. What is the best way to guide the teams on how to work with each other effectively.…
-
Bridge: Move select columns/attachments/comments to another sheet
Hello all! I'm looking to see if a Bridge workflow can be done with moving/copying select columns from one sheet to another BUT also bringing their attachments/comments over as well. I've made a workflow to copy select columns from a source sheet to a targeted sheet but never have the comments/attachment follow. I have a…