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Count of duplicates within the last 90 days
I need a formula to count the duplicate entries of 3 or more within the last 90 days. Then flag the row for a weekly report. I will group flagged row (clients) on a report. I was able to count the duplicates but need help with the formula to count if it fits the criteria of "Date Created" within the last 90 days. I have a…
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Index Formula?
Hi Smartsheet Community, Our Legal team has a sheet which they use to track all of their deals. We recently implemented the Salesforce/Smartsheet Connector which is great except for one issue: there is no field in Salesforce for the Legal Reviewer. I'm now looking for a way to auto-populate that Legal Reviewer field based…
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Average calculation on survey AVG(Collect)?
We have a survey form for multiple programs with 20 criteria for rating/scoring. I want to create a separate summary sheet that shows each Program Name, and the average score for each criteria. Please advise the best cross sheet formula to use for this.
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Change contact on update request emails
I have built update requests through the automation tool, but now to deploy the solution, I want to have the automated emails come from another user. Is there a way to change the contact?
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Multiple responses imported from a list
We have a list (actually 6 of them), to pull automatically ICD-10 codes that the employees enter. The problem is, no matter the order we enter them, smartsheet is placing them in alphabetical order. Is there a way to prevent this and have what the employees enter (the order they enter) remain the same? I think if I lock…
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Setting parent value based on multiple criteria and multiple columns of children
Hello community, Ive scoured the forums, and found some similar questions, but nothing quite like what I need. I'm new at this app and forum, so please advise if I make a mistake in how to ask properly. I have parent rows, with an unknown number of children underneath. I'm trying to automate the status of the parent based…
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If/then statements and automation
Hi team, I'm struggling with a request. Not sure if it's a Friday burnout or not. I was asked if we could populate one column of a sheet with a value if it could change the value of a different column. Ex: when selecting a percentage complete value (0, 25, 50, 75, 90, 100), would like for value selected to populate Phase…
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Calculation to manage fields if other column entries are identical
Hello Community, I am new to smartsheet and am trying to figure out a complex calculation which is not my strong suit. In a data sheet of 400+ rows, the data is organized by a unique identifier for multiple visits with a specific date. What I am trying to automate is a calculation to enumerate the difference in days from…
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Form or Update Request
I have a data sheet with multiple lines of data, I wanted to create something (form or update request) for a user/viewer to be able to "choose" the column they needed to change. Example, they would pick the tail number of the aircraft they would like to change a piece of information on, then a dropdown would pop up of all…
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Count Based on other Distinct Data
I am doing end of year summary data and am stuck. I ran a report and have lots of data - name, gender, race from rosters across multiple trainings. There is duplicate data (X individual may have attended Y training, but also Z training). I need duplicated summary data - X counts as 1 person trained, 1 female trained, etc.…