- Docusign / Smartsheet | Supported Field Types
Does anyone have experience working with DocuSign "Radio Groups" and merging those fields to data inside Smartsheet? I have been utilizing the Smartsheet/DocuSign integration for several months with great results, but there are a few areas I am running into issues - this being one. I have application forms that have…
- Vacation & Time-Off Management
Has anyone used smartsheet to manage time-off requests and/or vacation for a pool of staff (approx. 200)?
- Add Actual start and completion date based on status column
All, I want to fill date column based on status column. 1) If status is "In Progress" "Actual Date" is filled by today's date. 2) If status is "Completed" then "Completion date" is filled by today date. For now I am using =IF(Status@row = "In Progress", TODAY(), "") same for completion date column. But when change status…
- Is there a way to tell someone has acknowledged a task has been assigned to them?
I am running into trouble with staff who are saying they never received an update request or something along those lines; however, I have an automation that says it sent. Is there a way for the recipient to acknowledge they have been given a task?
- Copying rows to the top of a sheet (Automation)
Hi Everyone, This question was asked before but I have not found an answer. So asking again to see if there is any new development which I have missed. I have set up an automation to copy rows from each project sheet to a master sheet (based on some trigger). The row for the first project was copied arbitrarily in the…
- Time Tracking
I'm new to SmartsSheet and don't see an obvious way to track time, and have it recorded against a task Personally not too fond of % complete - to often I've seen people say/think (legit or not) that they're 90% done, and the last 10% takes as long as the first 90% (or, unfortunately, more) People often think they're almost…
- 大型标准名称
Hello, I'm trying to make a formula to count the number of jobs by builder for the month of January to go into my sheet summary. I managed to get the formula working for January however when i copied and pasted the formula and changed the name of the builder i got #invalid operation. The working formula is as follows,…
- Alerts Not Sending Even if Adding an Attachment is the Trigger
I'm trying to create an alert so that when someone attaches a file to a row, the attachment and row information gets sent to someone else, but I can't seem to get it to work. Here's the workflow set-up: I DO get an alert if a new row is added with an attachment, but I need an alert for a row that already exists. I DO get…
- How to Send Timed Reminders Based on a Trigger?
大家好;first post, Intermediate user. I'm hoping you can help me. I've set up a SS to send an approval request when a new line is added to the sheet from a form entry. I've got the automation figured out for approval or declination. I'd like to send reminders if no one answers that approval, though. What I'd like to…
- Date format
Hi, Could you make it possible to edit the date format as you can in excel or add this date format DD.MM.YYYY?
