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Duplicate records
I’m working with HR on getting employee onboarding, offboarding and status changes processes streamlined. Currently they are using separate smartsheets for onboarding, offboarding and employee status changes. Recently HR is planning to combining all three and put it into one sheet. They want HR to enter information using…
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Link cell automation
This is probably a "no," but I am working on transferring a lot of Smartsheet data from one sheet to a new format, and it is requiring a lot of manual labor, so I'm trying to automate as much as I can. One thing I am doing requires me to link the cells in certain columns to another sheet. Is it possible to set up an…
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Moving Cards with Formulas (Losing Formulas)
Hi There! I've build an approval submission system that works off of Card "templates". In each card, there are subtasks. The formulas are setup for certain fields in the subtasks to be inherited by the Parent Card (for instance, a card might have 5 subtasks, the formula is setup if the Facilitator enters their name on the…
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How do I name an automated Workflow?
How do I name an automated Workflow?
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Nested IF Statement
Can someone help me fix this formula: =IF([Provider_Helper]@row = "Provider", JOIN(UPPER([FName_Helper]@row + " " + [Last Name]@row) + ", " + Credential@row), ([Provider_Helper]@row = "Resident", JOIN(UPPER([FName_Helper]@row + " " + [Last Name]@row) + ", " + Credential@row) + " (" + Role@row) + ")", (JOIN(UPPER([First…
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How to autofill a single cell when a new row is added?
Our team uses a sheet to track our projects. One of the columns in the sheet is an Award Status column with dropdown options. When a new row is added, I want the default to be set to Pending. How would I go about doing that?
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Health Symbols issues
Hello, I created a Health column and would like to use green, red, and yellow symbols related to whether they are complete (green), in process over 10 days old, and in process under 10 days old. I used the following formula: =IF(Status@row = "Complete", "green", IF((TODAY() - [Ops Date IN]@row) > 10, "red", "yellow"))…
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Progress % in dashboard
I want to add a widget in my smartsheet that shows how close we are to hitting our target based on a summary total. For example, our target is 200 and the sum total from another sheet shows 100. I want a to show that we are 50% of our goal. Any Idea how I would do this?
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Current User option not working on report/dashboard
We have a report of project budget that is shared to only limited people. We have created a report where a filter is Resource Name 'has one of' current user. It works for me, but not other users - including one who is an admin with me. We have also checked on the dashboard widget to make sure it says 'from their…
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Impacts of Windows 11 Update
Not sure if anyone else has noticed this yet, but I recently upgraded my computer to Windows 11 and have noticed that working within Smartsheets is a little laggy. Pages are loading perfectly and quickly, but interacting with and entering content into cells, formatting, column and row functionality, etc. is a shave slower.…
