-
RYG Milestone AND All Other Tasks
Hello - I have a team project plan that consists of 1) milestone tasks, and 2) all other tasks. There is a column ("Milestone') that is a checkbox that denotes if it is a milestone task if checked. At the bottom of the Smartsheet, I want to have a milestone summary that reports the following: Milestone task - If at least,…
-
Is there a way to automate updating one field in Smartsheet when I update another field?
I am building a headcount tracker that has Employee Name, Employee ID, Manager Name, Manager ID as some of the fields. The Manager Name is a dropdown where I can select the Manager. Is there a way to tie the Manager Name and Manager ID fields together so that it automatically updates and populates the Manager ID when I…
-
Possibly a Match/Index or a Vlookup Question. Conditional formatting for a lookup table.
Hi everyone, I'm currently having an issue trying to pull the names of the team members with the highest score in each team. I am able to pull the highest score on each team with a formula that looks something like: =MAX(COLLECT({Smartsheet Range 2}, {Smartsheet Range 1}, "Team 1")) =MAX(COLLECT({Smartsheet Range 2},…
-
Best way to look up multiple values in a multi-select cell?
I have a schedule that contains tasks, and each task has one or more cost codes associated with it. These cost codes are in Dropdown (multi select) cells. For each cost code in a cell, I would like to look up the associated value and add the values together if there are more than one. I am not sure the best way to do this.…
-
Contact Cells that match
Morning Pulling my hair out! I have two fields, lets call them Manager 1 and Manager 2. Both are vlookups from a central approval names sheet. Works fine and no problems. I have a situation, because both fields are used in an approval flow, where I want the approval to only go to Manager 2 if that person is the same as…
-
Automatic date update in a cell when another cell's value changes (as calculated by a formula)
Hello I would like to have a field set up that updates the date every time the 'status' changes in another column. Is this possible? For example, when a new line item is added and the status column changes to 'on hold' I would like the date the status changed to show in another column. This date will stay the date since…
-
How to Return Many Values to Track Status Changes
We are trying to track the dates that tickets change from status to status. Using workflow, I created a new line added for each status change. But now need to return the dates on each of those lines entered. Below are screen shots of the two sheets I am trying to do this. Tried Vlookup, Match and Index but cant get them to…
-
Using LEFT Function with Countif
Hello, I receive a data from other parties that is formatted inconsistently. The column of interest is labeled Target Months and ranges from things like "36 Mo.", "12 mo" and "1Mo" etc. I am only interested in the number since I know it is referring to months. Using the LEFT function I can strip out the 36 and 12, however…
-
Interactive Dashboard
Hey all, Currently our organization has 56 Primary Care clinics in the DFW area. We are trying to create a central location where all the information associated with the clinic can be stored and updated. Examples are who is the Regional manager, how many physicians are at the office etc. I made a spreadsheet in Grid view…
-
Help automate the field update in formula so that my summary is always showing the most recent data
I am currently doing some simple data entry in Smartsheet for my company. I am fairly new to Smartsheet and I am still working on my skills in Excel. For one of my sheet summaries, I am using the formula =SUMIF(Date:Date, ="07/14/20", [COLUMN NAME]:[COLUMN NAME]) to sum the data in [COLUMN NAME] based on the current date.…
