So I just had one of my teams ask me this question and the only thing I had for them is to put the row number in the Title of the attachment when they attach a file to a row in a sheet. That way, when they need to export a sheet for an audit, they can download all the attachments and send them with the sheet and the…
There needs to be an option when setting up a workflow that when the triggers that we have set up happens, that we can have the workflow record not only a date of when it trigger, but also the time at which it triggered. The time at which things have happened inside of Smartsheet is captured everywhere already (Logs, Cell…
In creating a form the other day, I came across an instance where it would be extremely useful when a user selects an item in the source field via a dropdown selection, it not only shows the needed fields for that specific item, but it also pre-populates the correct information that would also be stored in the target…
I know I am late to the party and the contest is over, but I would still like to collect the badge so here is a snap of my workspace plus a shot of my Christmas Trees!
So I have done quite a bit of research on this and have found the same answer every time stating that we can't directly reference summary fields in automations. I don't want to have to create a helper column for this as that defeats the purpose of the summary field. Has anyone heard if Smartsheet will add the functionality…
As the title suggests, I have seen that the last few items entered into the intake sheet has the link to the project generated, but when it links into the Summary section of the project sheet, it just comes over as plain text and then goes to the summary sheet as plain text as well. I haven't changed anything that would…
So I am working with building out a Portfolio WorkApp for one of my programs that I have built. When I get it all set up, I can see the projects that I have created for the program on the projects list, but when I hit preview to look to see if it's looking the way I need it to based on the roles, none of the projects show…
I am having an issue where I am in a new Program and when I create a new project (automation set up to create a project based on the type of project entered into the intake form), the fields I have selected to create cell links in the Summary Section of the Task List isn't creating the links from the Intake form to the…
Hello Smartsheet Community! My name is Jonathan Sanders an I am an Technical Applications Project Manager for BankPlus in Mississippi. I have been working with Smartsheet since around the first of March this year for managing projects at my company. It has been a game changer for us. I have already jumped into Control…