1

I'm trying to setup an intake process where a new project is submitted through a form and appears within a project intake sheet for review/approval/denial. If approved, I'd like certain, if not all, column values for new projects to be copied over to a master sheet, which includes additional columns

2

For example I have sheet A that has my master list and all components within a "Kit".  On sheet B I have multiple kits and would like to reference all the included components.  I get that you can link cell to another just like and spreadsheet, but is there a way to link the

1

I have created a form to capture some series of data. One of the fields on the form is for the user that is completing the form to key in their email address.  I would like to create workflow automation when a certain trigger has taken place (example a checkbox checked) for the alert to be triggered

3

Good Morning all,

I established an approval workflow with a loop by using this: https://community.smartsheet.com/discussion/how-loop-through-workflow

However, i would like to track the comments of the Approver for example. Sure he can insert a comment in the general comment field but i would like to

9

I'm very new to Smartsheet and hoping someone can help me. I have created a checklist, with different categories divided up by parent rows, and the tasks listed as children under the categories. I have a checkbox column and each task (in the children rows) has a checkbox. I have figured out how to

1

I know you can create a sheet by importing a document into SmartSheet and having it auto-create around the information; however, how do you continue this?  IE You take a sheet from Excel, that will continue to be used, and import it into SmartSheet, then you want to update the information in the SS

3

Hello All,

We are using SS and considering DMS options (Efilecabinet, Box, M-file) to manage the bulk of docs we handle in the process.

Wondering if anyone in the community that has a DMS in place can provide feedback or advice on their implementations. (how well it integrates with SS, potential

2

Am I being dense? I can see ways to automate a reminder based on conditions, but in a sheet with multiple submissions from one person, if I want to remind them ONLY if I haven’t received a recent update, I can’t say “don’t send if.” ?

I can send a request for update based on “if not in the past” but