- Turning a Paper Report into Smartsheets
Greetings, While I appreciate consultants, I'm not currently seeking to hire anyone to do this for me, I just have general questions to accomplish my goals. My direct supervisor sends out a request for certain data to various people on his staff once a month. It's a "Service Report" of sorts that is used to provide data to…
- 形式with multiple levels
Hello, I'm hoping for some advice on how to create a form with multiple levels. By levels, I mean that some of the information submitted on the form will stay the same and can span many line items on my grid. That would be one level, and the second level would be additional information that would be different per each line…
- Additional Approvals
我想建立一个加法al approval process. For example, one manager will approve X and the second manager will approve on certain conditions based on a column, based on the notification of the approval from X. How can I set this up. Basically, having 2 approvals in a workflow.
- Embedding a form into Dashboard
I am currently overhauling PTO dashboards for my company. Each dashboard has a link for an individual's sheet that records time off and the related request off form. Is there a way to embed a single form to the dashboard and have it link to individual's sheets instead of 15 different links?
- Sheet and Dashbaord Hand In hand
Hi Guys We have a sheet with a dashboard that we would like to use as a template The sheet can be saved as a template but what about the dashboard? We do not want to have to keep on reentering the widgets.... Thanks
- Automated feedback using forms
Hi there, After we have a speaker attend an event and deliver a speech we have prepared, we would like to automatically send them a form to fill out asking what worked well, what needs further work etc as many speeches are different versions of similar material. I can link the cells from the original event to a new sheet…
- email lookup
hi, Is there a way that if I choose a name from a drop down box in one column it will show the appropriate email address in another column? regards, Mark
- GMAIL and Smartsheet Integration
Good afternoon Is there a reason why we are not able to fill out some of our columns on the Samrthseet Side bar ? It says "Please edit the following columns in Smartsheet" which requires an added step....... Thank you
- Adding New Items During Update Request
I have a report page where I've been testing the "Update Request" feature through a custom form. It works well for updating existing information, but is there a way to also add new line items with that request? For example: If I am sending an "Update Request" for a user to review a list of existing fruits and vegetables…
- Block out dates in a form
Is it possible to block out certain dates with a date field in a form? For example, when the calendar comes up for March 2019, I don't want March 15 as an option. Is this possible?