How to attach notes to a line item
Hi,
I need to attach notes to my line items.
Setting a column as a Note Field is not practical, as I have too much informaiton than can fit on a short line.
Using Comments is not practical, as I need to be able to easily access and edit the notes, not scroll thru a list of Comments.
How to achieve this in Smartsheet?
Thank you.
Comments
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Andrée Starå ✭✭✭✭✭✭Hi,
How would you like it to work?
Can you describe your process in more detail?
Hope that helps!
Have a fantastic weekend!
Best,
Andrée StaråWorkflow Consultant / CEO @ WORK BOLD
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå| Workflow Consultant / CEO @WORK BOLD
W:www.workbold.com| E:[email protected]| P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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Ross Novotny ✭✭✭✭✭
Did anything ever come of this idea, I would love to be able to do the same thing asmlondon要求。这将是hugely helpful.
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delberto ✭✭I'd also find this function really useful. Anyone have any ideas?
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BMac ✭
Would really appreciate this. I would like to use Smartsheet to review tasks with my team, and capture action items. These are very fluid and just need a notepad to capture. Advanced functionality would be to archive these daily so we can trace backwards.
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Hi!
Did anyone find a solution to this ask? Would love to utilize this as well.
Thank you!
Categories
<\/p>
Attempt two: can you update your trigger into \"When Rows Are Changed\"<\/p>
![\"image.png\"](\"https:\/\/us.v-cdn.net\/6031209\/uploads\/5Q6HHHJHRFET\/image.png\")
<\/img><\/a>\n <\/div>\n<\/div>\nThen, delete all of these erroneous rows and hit save.<\/p>
Finally, add \"No Show\" into like three rows. Save your sheet, and reload (automation takes a second to run completely). <\/p>
Is your \"Attendance\" column set up as a dropdown or as a text?<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":321,"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[]},{"discussionID":112207,"type":"question","name":"access to sheet","excerpt":"I want specific fields but I don't want a link to the sheet.... If someone has the link to the sheet would they even be able to access it?","snippet":"I want specific fields but I don't want a link to the sheet.... If someone has the link to the sheet would they even be able to access it?","categoryID":321,"dateInserted":"2023-10-26T15:25:53+00:00","dateUpdated":null,"dateLastComment":"2023-10-26T16:09:50+00:00","insertUserID":166642,"insertUser":{"userID":166642,"name":"JenaW","url":"https:\/\/community.smartsheet.com\/profile\/JenaW","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-10-26T17:45:01+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"updateUserID":null,"lastUserID":142964,"lastUser":{"userID":142964,"name":"Ray Lindstrom","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Ray%20Lindstrom","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/5Y0KP6UKIBTU\/nY3615V0DPRZV.jpg","dateLastActive":"2023-10-26T16:55:30+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":3,"countViews":28,"score":null,"hot":3396672343,"url":"https:\/\/community.smartsheet.com\/discussion\/112207\/access-to-sheet","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/112207\/access-to-sheet","format":"Rich","lastPost":{"discussionID":112207,"commentID":401859,"name":"Re: access to sheet","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/401859#Comment_401859","dateInserted":"2023-10-26T16:09:50+00:00","insertUserID":142964,"insertUser":{"userID":142964,"name":"Ray Lindstrom","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Ray%20Lindstrom","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/5Y0KP6UKIBTU\/nY3615V0DPRZV.jpg","dateLastActive":"2023-10-26T16:55:30+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Get Help","url":"https:\/\/community.smartsheet.com\/categories\/get-help"},{"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B"}],"groupID":null,"statusID":3,"image":{"url":"https:\/\/us.v-cdn.net\/6031209\/uploads\/GCNDC3R4VSAE\/h.png","urlSrcSet":{"10":"https:\/\/us.v-cdn.net\/cdn-cgi\/image\/fit=scale-down,width=10\/https:\/\/us.v-cdn.net\/6031209\/uploads\/GCNDC3R4VSAE\/h.png","300":"https:\/\/us.v-cdn.net\/cdn-cgi\/image\/fit=scale-down,width=300\/https:\/\/us.v-cdn.net\/6031209\/uploads\/GCNDC3R4VSAE\/h.png","800":"https:\/\/us.v-cdn.net\/cdn-cgi\/image\/fit=scale-down,width=800\/https:\/\/us.v-cdn.net\/6031209\/uploads\/GCNDC3R4VSAE\/h.png","1200":"https:\/\/us.v-cdn.net\/cdn-cgi\/image\/fit=scale-down,width=1200\/https:\/\/us.v-cdn.net\/6031209\/uploads\/GCNDC3R4VSAE\/h.png","1600":"https:\/\/us.v-cdn.net\/cdn-cgi\/image\/fit=scale-down,width=1600\/https:\/\/us.v-cdn.net\/6031209\/uploads\/GCNDC3R4VSAE\/h.png"},"alt":"h.png"},"attributes":{"question":{"status":"accepted","dateAccepted":"2023-10-26T16:01:38+00:00","dateAnswered":"2023-10-26T15:58:49+00:00","acceptedAnswers":[{"commentID":401852,"body":"
Hi @JenaW<\/a>,<\/p> You have the option of using \"Message only\", and then displaying your two fields within the message using double curly brackets like this:<\/p> The tradeshow named {{Association\/Tradeshow Name}} will be held on {{Tradeshow Date}}.<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":321,"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[]},{"discussionID":112167,"type":"question","name":"After approval, update request","excerpt":"1 week after approval, I need an update request to go out. Is that possible? How can this automation be set up?","snippet":"1 week after approval, I need an update request to go out. Is that possible? How can this automation be set up?","categoryID":321,"dateInserted":"2023-10-25T21:01:48+00:00","dateUpdated":null,"dateLastComment":"2023-10-26T14:47:56+00:00","insertUserID":166642,"insertUser":{"userID":166642,"name":"JenaW","url":"https:\/\/community.smartsheet.com\/profile\/JenaW","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-10-26T17:45:01+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"updateUserID":null,"lastUserID":166642,"lastUser":{"userID":166642,"name":"JenaW","url":"https:\/\/community.smartsheet.com\/profile\/JenaW","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-10-26T17:45:01+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":4,"countViews":33,"score":null,"hot":3396601784,"url":"https:\/\/community.smartsheet.com\/discussion\/112167\/after-approval-update-request","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/112167\/after-approval-update-request","format":"Rich","lastPost":{"discussionID":112167,"commentID":401829,"name":"Re: After approval, update request","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/401829#Comment_401829","dateInserted":"2023-10-26T14:47:56+00:00","insertUserID":166642,"insertUser":{"userID":166642,"name":"JenaW","url":"https:\/\/community.smartsheet.com\/profile\/JenaW","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-10-26T17:45:01+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Get Help","url":"https:\/\/community.smartsheet.com\/categories\/get-help"},{"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-10-26T21:35:00+00:00","dateAnswered":"2023-10-26T14:42:15+00:00","acceptedAnswers":[{"commentID":401825,"body":"
