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Document Generation is adding fillable forms in PDF
I am almost to the end of this task from a couple smartsheet forum question, (lol). I am trying to build a generated PDF as normal with linking of the fields with what fields should go where. For some reason however now Smartsheet is adding fillable form fields that are not on the PDF for some reason? The sheet is empty…
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Bridge + SharePoint Integration
From all the videos I've watched and materials I've read it seems that Bridge is used to bring info into Smartsheet. What if I want it to share intake requests FROM Smartsheet TO SharePoint? I have this use case to share intake requests between departments that's using different systems. Currently it is being done…
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Automation for conflicting events on same dates
Is there conditional formatting function available to trigger a notification in smartsheet when a date is booked for two of the same items? For example; in a scheduling sheet, when the same equipment is booked on the same date?
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Merged: Automated workflow from reports
This discussion has been merged.
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Linked Source Sheet Not Automatically Updating
Hello, I am working on creating a sheet that utilized data from a master sheet via links. I am struggling because the new sheet is not automatically updating when new info is added from the master sheet which essentially makes it useless. Is there a way around this? For what I am trying to create, I need the full…
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Automatically populate "Duration" column
Hi all, I have a task tracking sheet, with each task having a start date, an end date, and a duration. I need the end date field to be populated based on the start date and the duration, so I set the dependencies and date range display accordingly on project settings. However, the duration of each task must be calculated…
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How can I capture the date and time of specific column changes?
I have created a workflow that goes through three different departments. I want to capture the date and time of a request (row) coming in, and the date and time of the next action and each action after that for cycle time purposes. Currently, I can track cycle time for dates but some actions need to be carried out within…
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Is there a way to automatically extract the activity log?
I have an extraction of the activity log every week and I was wondering if there is a way for an automatic extraction of this log
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Run a formula on a destination sheet when rows are moved to it
I'm migrating a manual process we have into Smartsheet, and keep finding new hills to climb! : ) Essentially the process will result in document generation (PDF) after different team members submit info onto a sheet using Forms. First, I found a formula solution that worked for me to combine all sheet data (from columns)…
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google drive integration storage best practices
We are an enterprise higher ed group familiar with Smartsheet, but new to using the Google Drive integration. We are (hopefully) transitioning our documentation processes away from clunky word docs into the more automated Google Docs direct from our project register as work requests come through. I've gone through the…