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Archives for February 2017
Discussion List
Smartsheet Community Sort Filter Question
I believe that the sort by "Recent" filter on the Community Home page only shows the most recent Discussions posted. It is possible to implement a sort that filters by the most recent dated comments to any discussion. You have this option when when you select a search TAG. It then gives you the options to sort by…
IF(AND(DATE(YEAR
Hi Team, If(and( this MONTH/YEAR date matches the [Comms Due Date]2 MONTH/YEAR date then return 2% of [Current Month Sales]2 dollar value or nothing. (Text number cell) =IF(AND(DATE(YEAR([Comms Due Date]2), MONTH([Comms Due Date]2), ([Current Month Sales]2,*2,''-"))))
New approach for status on a project plan
our current project plan is driven by organization functions, the item details roll up by function. We want to move towards an outcome based plan, this would be leveraging the same plan but report the status by workstream instead of by function. Each item is tagged with the workstream. smartsheet does a great job rolling…
WEB FORM AND CELL LINKING
Is it possible to link cells from a Smartsheet that is filled with a Web form, adding automatic linking to the new Smartsheet? I have a Purchase Requisition that is filled with a web form but I want to link every purchase that is entered with my Finance sheet. Everytime a new PR is entered, the row is added on top and the…
Selecting the Next Task
This is a bit of a weird question but I'm trying to figure out how to make SmartSheet inform me what my next milestone is for a project. Basically I have a series of projects (say 40 or so) that each have their own project schedules. In those schedules, some tasks are marked with a checkbox to indicate they are critical…
Update Request: How to set permissions on cells?
Currently, when sending update requests to partners, the respondent can see AND edit all selected cells in the row. Is there a way - or a plan for such functionality - to allow respondents to the update request to see certain cells, but only edit specific cells (maybe this would be an additional checkbox or the next step -…
How to enable users to view entire sheet, but only edit rows assigned to them
I want all the users in the dept to view the entire sheet, but only able to edit rows with their name in the "project owner" column. How can I do that? We use one sheet to list all projects in our dept. So we are adding and removing rows as new projects start and old ones end. We want all the dept personnel to be able to…
Linking Comments
When you link a row to another sheet will comments carry over? If not, is there a way to do this? Thank you, Crystal Lehto
Suggested feature: Starred Sheets for easy reference
Problem: with a lot of sheets, it can sometimes be daunting to quickly find the on you're looking for. Proposed solution: what if SS used something like Google's "star" feature? Here's a quick mock-up just to get the juices flowing (potentially).
Problem: Notify "Assigned To" user when a Web Form has been submitted
I have created a very simple action item tracker. One requirement was I wanted to have an automated email be sent to a specfic team member when that member was assigned via the "Assigned To" field. ( Otherwise how do people know they have assignments? ) Next requirement was to use a Web Form to make it super simple to…