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Discussion List
Automatic letter send when drop down field is changed
I would like to set up an automatic "customized" email (letter) to the person who filled out the form (they submit their email into form). I would like this to occur when I change a drop down field in the spreadsheet.
Lookup function in Countifs statement?
In my sheet I have a list of projects with various statuses and I need to do summary numbers by month and reduce the number of statuses to 2 (scheduled and unscheduled). I know how to do this if I use the Lookup function to populate a column with the converted statuses, then use Countifs to get the numbers for each month.…
Sharing With Non-Licensed Users
I have shared many sheets with non-licensed users. They do not have a problem accessing them with the initial email but do not know how to find them later. Are they able to access them if they type the Smartsheet URL into their web search?
Reminder for every month task
Hi, Every month, we also help our client (around 1000 ) to prepare monthly financial reports and upload their web site. Some of them has specific date required to upload. In SS, we have total 4 sheets. Each sheets represent 3 month(we can't put 4 sheets into one because limitation of SS:, maximum 5000 rows) . We have one…
Multiple Column Confirmation Criteria to return date from "Order Date" Column
I need a formula for a date formatted column that must return the "Order Date" from the ODate column if the Site Name (Site) is Oak Village, Block Name (Block) is Block 102 and the Floor Level (FlrLvlUnt) is Basement Level. I managed this multiple criteria lookup with SUMIF for number values, but have been unable to do so…
IF(AND Today() with color
Hi Team, I've attached my If(AND(TODAY formula with color. I then set the conditional formatting to look at the row that returned "Red" or "Yellow" in this case. The question I wanted to ask, Can I avoid the conditional formatting and have the code return the color instead ? See attachment Thank You
Forms
I am literally new to Smart sheet and feel very lost. I am trying to send out a form for meetings and then they would reply on SS as to wheather they were going to attend or not? I am notified of changes and the responses go to a different row and it does not show date of response or a name? What am I doing wrong?
How to setup a quotation number request feature?
I would like to set up a form where the users will enter the details of a given, and submit. An automatic sequential number is to be assigned to this entry and notified to the user who sent the request using the form. Is that something that can be done with smartsheet?
Approval not sent to self
I have an issue list with numerous people assigned tasks. I use the approval process when ever someone closes an item. The problem I have is that if the owner of that item closes it they have to go through the approval process. Is there a way I can avoid this? would comparing the modified to assigned work?
How do you disable "New! Notification Center" popup?
Is there a way to disable the "New! Notification Center" popup? I have tried clicking "Got It" and "Learn More", and clicking the help icon within the notification center and unchecking "Show Help Tips the first time I use a feature". It still comes up every time I open a SmartSheet or refresh a page.