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Auto move a Sheet after x# of days of inactivity
Hello, is there a way to set up a workflow or some automation on a sheet what would move it to a designated folder and remove all share permissions after some # of days of inactivity? As an admin, I have a lot of sheets stacking up and would like to either start setting them up with this auto move or have some way…
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Login and toggling between sheet very slow
Just wondering if anyone has experienced similar issues, on login we are experiencing very slow response time, once logged in we are also experiencing delay when toggling between sheets. The curious thing is that this is only happening on one of our computers (iMac) the rest of the computers do not experience this issue.…
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Bulk Upload of Contact Profile Data
I know I can bulk load contacts into Smartsheets for my account. But is there a way to upload full profiles? If so, what's the CSV format and where do I do this? Or - Asked a different way - If I include all of the contact info in the CSV file, will it import all of the data? Or only the "First Last Name" & "Email…
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Sheet Summary
Has anyone started using this new feature? It's unclear to me what it is this summarizes. How are other using this, any examples?
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Evaluate multiple sets of criteria in 1 column
Again I have spent too long trying to figure this one out! Trying to create summary sheets and need to be able to evaluate a few different "Types" we track in 1 column. I've got it down for tracking one type: =SUMIFS([GBI Bid Amt]:[GBI Bid Amt], [Bid Year]:[Bid Year], 2019, Type:Type, "PR", [Successful Low Bid]:[Successful…
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Working and NonWorking Days by Resource
I want to add working/non working days and times to specific resources in one place and when I add that person to a particular project, those working/non working days will automatically follow. I also want the ability for an individual to indicate when they are and are not working for themselves, so that when they are…
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Can a Viewer Respond to an Update Request?
Can''t find an answer to this. I need people to be able to respond to update requests and enter info there, BUT NOT enter anything at the sheet level. Can a viewer do this? Thank you!!
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Filter Organization
Does SmartSheet have any way to organize filters? I have a large sheet where everything falls into one of five categories. There are then ten sub-categories for each main category. I would like to create filters for these 50 combinations, but I don't want to have my team users scroll thru 60+ filters. Ideally I would put…
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Dashboard Publishing
I have a dashboard that I have added the link to other dashboards. I have published all the dashboards. When I share the link with those without smartsheet access they are only able to view the main dashboard. When they try to access any of the other dashboards they are required to enter a smart sheet login. Any advice?
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SUMIF with multiple columns
This should be simple but I appear to be going wrong somewhere. I have the following working for two columns =SUMIF([Loan Manager]:[Loan Manager], "GE", [Loan Amount]:[Loan Amount]) When I try to add another look up column it doesn't work, as below =SUMIF([Loan Manager]:[Loan Manager], "GE" , [Loan Status]:[Loan Status],…