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Hyperlink to "Save as New"

07/02/18 edited 12/09/19 in Smartsheet Basics ... Is there a way to create a hyperlink on a form that then leads to a Create as New menu so that people can easily create copies of an existing folder?

Pulling data from one sheet into the sheet summary of another - is automation possible?

Home› Get Help› Smartsheet Basics ... Pulling data from one sheet into the sheet summary of another - is automation possible? ... SL RN ✭ ... I am using Smartsheet to conduct and keep track of seve...

Checkbox not shown in field which does not allow me to check a box

I created a new Smartsheet from a template. ... I added a column for a check back and it worked fine. ... I even created a second column with a checkbox that also worked. ... After I continued to m...

RYG Balls Automation by date, display nothing when date column is empty

RYG Balls Automation by date, display nothing when date column is empty ... Right now if there is no date in the Due Date cell, the program shows a "Yellow" ball. ... I'd like to change this so tha...

New users - unable to submit new tasks

New users - unable to submit new tasks ... Hello, ... We are currently setting up some new users on our Smartsheet user list, however I am struggling to work out how to allow them access to submit ...

Sales pipeline with sort (need child/parent row stays together)

I have a sheet that has child/parent rows and which I can sort by dropdown list order (see below pics) ... So here are my questions: ... 1.) how can I have a report where it only shows the current ...

Sorting by RYG balls

in help (https://help.smartsheet.com/articles/504742-sorting-rows) I found that when I'm sorting colors in ascending order the blank rows will be on the top. ... But when I sort it descending or as...

List of email addresses given Smartsheet access

deb.c40486 ✭✭ ... 07/06/18 edited 12/09/19 in Smartsheet Basics ... Needing to create a list of all users we have given Smartsheet access to without going through every sheet and report. ... Is the...

Overall Project Status

I'm trying to create an overall project status similar to the one displayed in the "Maximize Your Smartsheet Experience" webinar. ... https://www.smartsheet.com/videos/maximize-your-smartsheet-expe...

Hierarchy (Parent Child Automation)

I have set up a very detailed opportunity pipeline. ... The entire purpose of using SmartSheet was to automate the process so the data is accurate and less mistakes by the sales staff. ... It seems...

Multi Select Dropdown, Adding Values

I created a column with a multi-select dropdown. ... I would like to add values for each selection and then create a formula to add the values together. ... Example: ... If someone selected Effort,...

Please don't embed javascript print dialog box code in pdf creation

Share your feature wishlist and improvement requests here. ... Can you please NOT include javascript code in the .pdf creation? ... I don't need to print every time I open a SS .pdf, nor do I want ...

Sending forms to collaborators

Hi, I send forms to collect data from lots of collaborators and the system has worked very well. ... It appears that anyone without a Smartsheet account is now asked to watch a video and sign up fo...

Restrict the ability for users to submit multiple responses to a form

Share your feature wishlist and improvement requests here. ... 10/09/23 in Smartsheet Product Feedback & Ideas ... Restrict form submissions based on the value entered in a specific field, so that ...

Implementation of Data Shuttle-Workflow Folders for Enhanced Grouping

Share your feature wishlist and improvement requests here. ... 6:46PM edited 6:49PM in Smartsheet Product Feedback & Ideas ... Enable the functionality to organize data shuttles into folders for sp...

Certification Exam

I took the certification exam back in January as an "early adopter" for my team. ... Some of the other members are now getting around to taking it and asked me about the practical component (part I...