- Creating an Outline value
I am trying to create an Excel export from my SmartSheet project plan for the purposes of importing select tasks into an internal PPM solution. One issue I have is the lack of an Outline field, just like we have in MSProject. Has anyone tried and succeeded to create a column within SmartSheet that can automatically create…
- Drop-down values from another sheet
有没有办法我可以参考drop-dow吗n values for a field to the data on another sheet?
- Alerts and notifications
Hello, SmartSheet sends alerts and notifications, it appears as if these are coming from the sheet owner's 'inbox'; for example, if I set up an alert on my sheet to be send to a collaborator, the receiver of the email always see it as coming from my inbox. Many a time, this is an inconvenience, or not required. Is it…
- Adding external data periodically
Our external vendor sends timesheet data on their resources on a weekly basis to us. They send these as Excel files. Now, I want to consolidate them into a SmartSheet so I can create many reports for management. I tried using Data Uploader, but it needs a key column with unique data for every record in the source file to…
- Sending a Summary Report
After creating a Summary report using the "group" feature, when you send the "report as attachment" (from the File menu) to someone, the recipient always gets a listing report. The grouping and summary info disappears completely! Is this the expected behaviour?
- Can a report be attached to a workflow?
I have created a report, and want to send it to stakeholders on a set frequency. I am thinking of utilizing the "time" feature within workflow to run the report and send it to them. Is this feasible?
- Using international date format in auto-generated notifications
Hello, I have created a workflow to notify the users that their issue will be resolved on a specific date. That date is stored in the SmartSheet in a column called "Resolve Date" . So, in the message I used {{Resolve Date}} to show this value. Problem is, it always shows the date in US date format (mm/dd/yy), although I…
- Updating a field within workflow
I have two questions: Is there any way a field can be updated based on the action taken within a workflow? For example, I have set up an Approval workflow with Accept/Reject options. When the Approver take action, is it possible to capture the Approver name/email in another field within the same SmartSheet? Is there a way…
- Using SmartSheet forms
I have started using the new SmartSheet forms and loving it. However, I encountered two small issues for which I could not find a solution. Perhaps any of you may be able to help??? I want to capture the name and email of the logged in user automatically and save these in the underlying Sheet. Is there anyway of doing…
- Is there any quick way to integrate ServiceNow ITSM with SmartSheet?
We have an in-take form created in ServiceNow for our users to submit their Application Change requests. Our project teams use SmartSheet for tracking and managing these requests within their projects. Currently, we have to manually take the requests data and enter them into a SmartSheet 'backlog'. We are wondering is a…
