- Outlook Integration not installing
Inside of Outlook, I have clicked "Store Add-ins", found "Smartsheet for Outlook" and clicked that. I then clicked the blue "Add" button. This then briefly changes to "Adding..." then to "Added". When I go into my Outlook email list, there is no Smartsheet icon. When I go back into "Store Add-ins" and find "Smartsheet for…
- How to count children rows with multiple criteria
I have tried this many ways and can't figure it out. The column names I am working with are: "CaseRegNum", "Type of Review", and "Status". Each parent row is a different year and beneath each year are cases IDs (these are in the caseregnum column). The cases are categorized into "general" and "special" (this is the type of…
- Reminder email font issue
Good morning, Since the recent changes in the layout of reminder emails, I've noticed that the font for the text box field comes through very small. On my end, it looks like it's around a 6pt Arial. Is there a way to change it to a larger font? I've included a photo for reference.
- Trying to Auto-update due dates based on actual completion date
Hi, I am new to smartsheet and I am finding it very useful; except that I can't figure out how to auto-update completion dates. For example, when I plan out my project, I put start dates, duration, predecessors and who it's assigned to so I know when the project should be done. Building a house may require someone to build…
- Email as form field and for copy of responses
My organization has just started using Smartsheet and I created my first form. I have a required "Email" field. I also enable the submitter the option to receive a email copy of their submission, which also requires an email. I announced the form and asked for feedback. Immediate and understandable feedback was, "Why do I…
- Auto populate data and allow customers to update
Hi! I work for a membership based trade association and I'm trying to build a form that would allow me to share profile information on file with our customers (member companies) and then allow them to update outdated information. For example, I would auto populate contact information, # of employees, etc. and they would…
- Resource Allocation
Hello Smartsheet Team, I have been using Smartsheet for over a year now and my organization benefits greatly from Smartsheet functions! However, resource allocation is something that prevents us from moving forward with Smartsheet fully. There are 2 things that we struggle with: 1. Lack of option of flexibility in the…
- Integrate with Microsoft Access
Does Smartsheet allow for integration with Access database tables? Is this something that a connector is needed for; such as Data Uploader? Will the integration work with older editions of Access or only Microsoft 365?
- Index and match doesn't always work
Hi, I was wondering if anyone had come across a technical issue with index and match or if it's something I am doing wrong (the formula is definitely correct). I have a critically important index and match on a large number of sheets but it has stopped working. Replacing it with vlookups work so I have a fix but I'd rather…
- Bubble Chart?
嗨,我是新的。试图让一个气泡图template that I can use to make a gorgeous bubble chart. No results when I start a new sheet and type in "bubble chart." Ideas? Help? Thanks very very much -- Andrea