Smartsheet Basics

Archives for March 2020

Creating Complex Report
I have a sheet with multiple columns that have the same drop down. I want a report that shows any row that contains either of 2 values from that drop down "< 2 week supply" or "No Supply" . I got that figured out, but now I want to only show that set of lines filtered by another column for "Division" .
Limit to Shares for Admin and Editors w/o Subscription
Hi Smartsheet Community, I do not have a paid subscription but was set up as an Admin for a sheet. I had only shared it with 2 people before it sent me a message that I had exceeded the number of email recipients that I could share with. Is this accurate? Do "editors" with sharing privileges have more shares that admin?…
Using system created date as start in Gantt view
Hi I am trying to set the automatically created date for a row as start date in gantt project settings is this possible? I have tried to reference from a new column with a formula but it doesn't work either...
How do you make duration dependent on a fixed end date?
I've created a new project where I will track the completion of grant applications. Each grant has a fixed end date (this will never change). However, if I use the dependencies tool to adjust the duration or start date accordingly, it often alters the end date instead. Is it possible to fix the end date and only have the…
Sending mail for due date and other alert message.. how to add mail ids in CC
Sending mail for due date and other alert message.. how to add someone mail CC when we alert or send due date mail for end user.?
Trigger To Move Row
Created workflow automation to move a row based on a single condition. After successful testing, edited the workflow to add a second "or when" condition. After saving, the workflow stopped working. The only workaround was to delete the workflow and recreate it; which worked.
Today Formula
Hi On my Smartsheet I have a column called "Completion %" and another for the "Completion Date" I would like the "Completion Date" column to automatically display the date the "Completion %" is changed to 100%.. Would love some help if anyone has any bright ideas 😎 Thanks Bianca
OFFERING ASSISTANCE
Hi, I'm Andrée! Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely. I'm always happy to help! E: andree@workbold.com Be safe and have a fantastic week! Best, Andrée Starå Workflow Consultant / CEO @ WORK BOLD
Secondard X-Axis on Stacked Bar Chart
Hi, Does anyone now yet has this feature been added to smartsheets? I need to create two variables on the x-axis. The primary x-axis will be quarter (Q1, Q2, Q3, Q4), and the secondary x-axis will be sub-divided in (A, B) for each quarter. Thanks, Andrew
Report to give a high level summary of all the projects
Hi i want to produce high level reporting to Executives. I currently have portfolios and dashboards that display the status and detail of numerous projects. I would like to take this detail and use for my report. I note that templates are available https://www.smartsheet.com/content/project-report-templates , these are in…

Trending in Smartsheet Basics

IF logic formula
Hello, need help. I created formular for two outputs - "OTD" or "Not". See attached snip for details: A) Test 2 and 3 with date = Correct outputs, but for b) Test 4 without date = Same fx, still output "OTD" doesn't make sense. What do I need to do? C) For Test 1 formular seems working. But I'd like to incorporate into one…
Chart Column and line
Hello I Need to combineted the chart if column and line like attached. Coul you please help me? Thanks again
how can i set up an automation that triggers when a form is submitted?

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