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Linking a cell from Sheet A to Sheet B if a condition is met
Hi I'm using this formula but it gives error INCORRECT ARGUMENT: =INDEX(COLLECT({Vendor Details Range 1}, [Vendor Name]@row, @cell = {Vendor Name Check}), 1) What I intend to do is this: If [Vendor Name]@row in Sheet B matches with {Vendor Name Check} in Sheet A, THEN Link that particular cell in Sheet A column {Vendor…
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Creating a technology device loaning process
Good day everyone. I am new to the community but not new to Smartsheet. Have been using at my company for a number of years now. My team has acquired a quite a few pieces of equipment and it seems that we are constantly loaning them out to other teams for certain periods of time. I have been working on a loaning process…
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Map Form File Upload Field to .pdf
Hello smartsheeters, The bottom field of my form is the field "File Uploads", which are image the user takes to support the data entered. Once the form is submitted, an automation makes it into a .pdf. Unfortunately, when mapping the fields, there is not drag and drop column options for the files which were uploaded. How…
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Check Box if One of Two Date Fields Is In Current Month
I have Ship Date and Pickup Date fields and want the Current Month field (checkbox) to check if either Ship Date or Pickup Date is in the current month. The Ship Date is empty when the Pickup Date field has a date and vice versa. This formula returns #Invalid Data Type when the Ship Date is empty: IF(AND(MONTH(TODAY()) -…
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RENEWAL DATE FORMULA
Hello community! I am an insurance agent and i would like a formula that shows the renewal date of my clients' contracts. For example, when a contract's duration is 1 year (e.g. date of first contract 31/01/2024) i would like the renewal date to be automatically calculated +1 year (e.g. 31/01/2025). I have used this…
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Nesting IF/OR Statement(s)
I'd like to combine multiple IF/OR statements so when I update my status column another column will auto update: When Status is Complete or Received list Full, if not, list Empty; when Status is In Process or Quoted list Quarter, if not, list Empty; when Status is Dispatched or Ordered list Half, if not, list Empty. Is…
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Combining MATCH and COLLECT
hi Apologies in advance, I am not an expert smartsheet user, still learning. I have a Sheet 1 where I have two columns Instructor_ID and Name Then on sheet 2 I would like to auto populate the Name when I type in the Instructor_ID. Something like COLLECT the Name from Sheet 1 where it MATCHES the Instructor_ID on sheet 2…
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Calculating Percentage in "Administrative Column")
Good day Smarters, Any help would be appreciated. I have three columns Status Column with Symbols: RED, Green and Yellow Category of Staff column which is a drop down, one of which is Administrative Staff among others Administrative Staff Column (fixed) to indicate my calculation(%) below Question: How do I create a…
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Seeking a formula to identify repeat customers
I have a service metric to report how many repeat customers we have and I'm looking to build that via formula in a sheet summary. I have a Customer column that looks something like this: Bob Susan Tim Susan Gina Susan Tim If the formula works correctly it would return a result of of 2 as we have 2 repeat customers, Susan…
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Index Collect with OR
Hi all! I would like my Index Formula to populate if the content of a referenced cell is A OR B. Otherwise I want IFERROR to populate 'Not found'. I get the separate formulas to work but when I try to combine them with OR, I get #InvalidDataType and #InvalidValue. I understand why I am getting the latter, but can't riddle…
