Hello, I have a grid that I am using to trigger emailing forms to other parties to collect data. I am using a Y/N field and a workflow to trigger the email. When "No" or "blank", nothing happens. When moved to "Yes", the workflow grabs a link from another cell and sends the email with the link to the form. This works fine…
Problem: Sometimes my reports have no items as all the actions are closed in the underlying sheet. It is then irritating for my email recipients to receive a blank report. Ideal state: To have two options: Dont send the report if blank or send an automated email still on the recurring schedule stating a custom message…
Hi All! I have multiple sheets that are tied to specific team members on my team. Each sheet has the same columns. I'm currently trying to see if there's a better way to organize this data. Right now, 12 sheets are managed individually by each team member and then when a row is resolved, it gets moved to a "resolved"…
Hello Not sure how to navigate this one. I am receiving form responses when people fill in a web form... but the sheet that it relates to is not in Smartsheet. I think it may have been deleted previously by a member of the team who has moved on. Is there any way of either recovering this file (it's not in my deleted items…
I have a sheet that tracks payments made by certain clients. When I add a new client that payment is due in June, the formulas are putting in automatically, payments that "should" have been paid in May. How do I make it so that the sheet won't calculate until the "entry date"?
If I edit a contact in My Contacts (the Name portion, not the email), will that flow to everywhere the contact is used (all sheets)? It appears the answer is no, and it takes manually editing each instance of the contant on all individual sheets. Hoping this is not the case, or there's an easy solution or workaround.…
Hello I am setting up a smartsheet that will be used to track all the recurring task we have to do in a year. The frequency at which these repeat vary drastically so I wanted to see how one would format their sheet to account for this. For example I have a task that needs to be done the Monday following all major holidays…
I'm trying to create a new sheet that only has one row per Instructor from a master sheet. I have a master sheet of Instructors for my program and it is being updated as Instructors apply to teach courses. I'm trying to create a new sheet with only one row per Instructor from this for a summary and to help with sending…
I know there is a workflow for copy row if row is added or changed. I don't want that, since it will copy all of the columns. I have 1 Master List of Names. The other sheets are specific trainings and prerequisites. I will have columns on the master list that don't need to be on the other sheets, and vice versa. I figure I…