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Archived 2017 Posts
Archives for January 2017
Discussion List
Shortcut
Does anyone know of a way to put a shortcut on your desktop to a specific smartsheet?
SmartSheet Sights - Shortcut Widget Unable to Link to SmartSheet "Use Template" object
I cannot seem to be able to find a reference to a SmartSheet Template Link to list that Template Link in a SmartSheet Sight Shortcut Widget. I can directly reference the template itself, but I can't seem to find a way to link to the Template Link. ( Not sure of the proper object name for these Template Links ) Obviously I…
Automatically clear a flag symbol when a completed checkbox is selected.
Hi, I have created a simple workflow for testing a product. Within the row is a flag symbol column which the user selects to denote a fault. And when the fault is fixed a check box is selected at the end of the row to say it’s been completed. The fault flags throughout the sheet are counted in a running total as is the…
Report Builder Not Picking Up All 'Modified By'
Help please!! I have built a report to pull out all data that has changed between a date parameter using the 'modified by' criteria. Prior to my making some changes today, the report was picking up all the individuals that had modified the sheet, however since the changes it is only picking up myself. I am guessing that as…
SUMIF referencing cells across sheets?
Since reports do not have the capability of summing the content of columns or rows I need to come up with a workaround. For several years I have been doing exactly this in Excel so I want to duplicate in Smartsheet. In Excel I have created a table that is a list of employees in the rows and a list of dates in the columns.…
Webforms | Survey - Customizing Column Headers or Question Content
I currently use an external tool to conduct 200-300 surveys and collect data on project performance for my org annually. Data is exported from the tool and compiled in excel. I want to transition to SmartSheet to alleviate the manual survey creation and lift and shift of data. Problem: Each survey is customized listing a…
Regarding Formulas
Hi , I am new to smart sheets and i a bit confused about how theese formulas work I have bank register which the classfication by charge is used by coulmn set up as a drop sown list with categories i am trying to do the monthly Totals By classfication for example Auto expenses payroll etc, i am trying to find out which…
Data connector cell version information
Howdy, We are looking at attempting to do timelapse analysis (velocity, etc) with the SmartSheets Data Connector through Tableau. There are instructions on how to connect to the table for your sheet data; however, I am unable to locate anything that details how to connect to the cell version information to do time lapse.…
SUMIFS (Current Month Sales)
The conditions below formulates when the "Sold Date" & "Result" = (100%) in the current month/year (January 2017) When Febuary rolls over the row that calulates ("Current Month Sales") will zero out. I need a formula that captures all the sales for each month (January, Febuary, March....etc). Thinking a formula that…
Conditional reminder
What is the formula that will send me a reminder if a task due date is in the past and the progress ball is red? I have my team track task progress with the RYG balls. If a task has a due date and it hasn't been completed by that due date (as stated by the red RYG ball) I would like to receive an email or alert telling me…