Best Of
Re: Push Global Template Updates Across Established Sheets, Reports & Dashboards
Hi @Jen M.
I hope you're well and safe!
For most of your requirements/wishes, the Premium app, Control Center, would be the perfect solution.
Is that an option?
I hope that helps!
Be safe, and have a fantastic week!
Best,
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
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Re: Incorrect Argument Set
Hi @angelapaj
Can you try the formula below?
=IF(AND([CLIENT TYPE]@row = "Platinum", [TOTAL AGING]@row > 1), "Red", IF(AND([CLIENT TYPE]@row = "Gold", [REQUIRED DATE]@row < TODAY(), [DRAWING STATUS]@row = "Not Started"), "Red", IF(AND([CLIENT TYPE]@row = "Gold", [REQUIRED DATE]@row < TODAY(), [DRAWING STATUS]@row = "Review"), "Yellow", IF(AND([CLIENT TYPE]@row = "Silver", [REQUIRED DATE]@row < TODAY(), [DRAWING STATUS]@row = "Not Started"), "Yellow", IF(AND([CLIENT TYPE]@row = "Silver", [REQUIRED DATE]@row < TODAY(), [DRAWING STATUS]@row = "Review"), "Yellow", "Green")))))
Re: How to Search for Duplicate Ideas
Hey @Ami Veltrie,
Thanks for asking! I'm happy to help.
After you search, make sure you filter by the correct Category on the left:
Cheers,
Genevieve

Re: Change Permissions for Specific Items in Workspace
@Andrée Starå Thank you for your reply.
Turns out we accomplished what we needed. We changed the Permission of the Workspace to Viewer and then added permissions of Editor to the items we wanted inside said folder. It was an easy proccess but took time as we had to add the sharing permissions to each item separately.

Copy column on one sheet to another column on another sheet (and update when new rows added)
Is there a way in Smartsheet to have Column A in sheet 1 automatically copied/linked over to Column A in sheet 2? We need consistent building names across 12 different sheets, but we want Sheet 1 to be the only place new building names are added. Is this possible?

Re: How can I configure the 'If Declined' section of the Approval process?
It allows you to create another trigger. Triggers are the start of the workflow, if there is a "pause" in the workflow, it won't iterate itself automatically.
It makes it easier if they are updating a single cell, as you can just use that as a trigger to start the next workflow. Maybe you might need to use a helper column and join() the potential modifiable cells into one then use that to trigger the next step

Re: How can I configure the 'If Declined' section of the Approval process?
Join() is concatenate() in excel. It puts the values from a range together into a single field. That way if they change any of the values, it updates the one cell, and you can look at that one cell in your automation to trigger your workflow.

Re: Need Help, Nested If Date formula
All you need is an IF formula that you would tweak for each month.
=IF(IFERROR(MONTH([EST SHIP DATE]@row), 0) = 1, [ROW TOTAL]@row)
The above would go in the January column. Changing the 1 to a 2 will update it for February. 3 would be for March, so on and so forth.

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Re: Can we create new custom user roles in Smartsheet?
owner, admin, editor, viewer or commenter are all sharing permissions specific to a Smartsheet item.
