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Archives for October 2017
Discussion List
Reviewing Alerts & Rules for errors
Hi all, I've searched high and low but I can't find a way to do this easily. Is there a way to export all the notifications and rules set up for a sheet for ease of review against the process? Basically I want a report of all my notifications and rules layed out in a table so that I can review them against the process for…
Conditional Formatting
Hello, Is it possible to apply conditional formatting only in specified rows or does it only apply to the whole sheet? My example is as follows: I am currently tracking production on 20 units. For the first 5 units I do not care if the duration of a planned task exceeds its target. However for the next 15 units, I do want…
Highlight work starting on a weekend
I was planning to use =IF(OR(WEEKDAY([Start]1) = 1, WEEKDAY([Start]1) = 7), "Weekend", "Weekday") to highlight work starting on a weekend.Where 1 is Sunday and 7 is Saturday. And then use Cond Format as suggested by Greg Gates. Says "Unparseable" My Start is Date job starts column and Weekday is column indicating weekday…
Locate/Find COUNTIFS
e.g. =COUNTIFS(Recruiter:Recruiter, "Christie", [Deal Date]:[Deal Date], MONTH(@cell) = 10) e.g. = 50 This is an example of how I identify my "deals" for the month in a sheet which lists every deal my company has made. The sheet contains thousands of lines. Is there a way to search/locate/find or highlight these 50 deals?…
Alerts for only incomplete tasks
I routinely send auto alerts 3 days before a task is due to serve as a reminder. I recently began sending another alert on the date that a task is due. However, I don't want to send the alert if the task is 100% complete. I guess that I was assuming that the alert wouldn't be sent if the task is complete. Is here a way to…
Sight View by Log In
I have a Sight that I built for a customer to view and interact. Is there a way to set there view by Log In. I.E. customer logs in and they see the projects and data they are assigned to. I have been told that this is not supported. Anyone have any ideas?
System Generated emails?
One of our clients is still experiencing missing system generated emails, which stated before this week's incident report and has continued afterwards? Support suggested the issue was as the client end but after extensive testing their email is 100% fine. Anyone else suffering? I certainly am not personally nor my…
Send Reminders to Multiple Contacts
I want to send reminders to multiple contacts listed on my sheet at the same time. Contacts are listed in separate columns on the same row. This is for use in a template, so the names in those columns/cells will change. Smartsheet will not allow me to select multiple contact names (from columns) in a reminder. It does let…
Recurring task with a checkbox and reset?
Hello All - We currently use a smartsheet pipeline to track our clients progression through our service delivery. This serves us very well. One area that we need help with is scheduling and tracking phone conversations. I have looked into coordinating a crm to schedule and call, but I am not thrilled the tracking…
upgrade from individual to... individual
Hi! I have an individual plan. When I try to create a report I get a popup window asking me to upgrade to an individual plan, which I think does not make sense. Any ideas on how to sort it out?
