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Fix text-formatted numbers
I imported a lot of data from a PDF extracted to Excel then to Smartsheet. I tried to create a conditional format based on a column of numbers e.g. 1, 2, 3, 3.1, 3.2, 4 etc however it did not work. If I re-type the number in manually, it works for that row. My guess is the number is formatted as text. Is there a way to…
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Populating a Form Field
I'm using a Form team members complete to engage a resource. A field on the form is Customer Name. The field is required and column type is text. The issue, team members are entering our company name or their name in the Customer Name field. I added Help Text "Customer Name Only" in red font, but I still receive requests…
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Updating Sheets with more than 5000 rows
We pull data from external systems and load it into smart sheet as reference data that can be used in vlookups, data mesh, etc so that people do not have to manually enter data. We use Data Shuttle to REPLACE the data twice a week with the contents of updated CSV files. Many of these sheets have 10,000 - 17,000 rows. The…
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Keeping highlighted changes coloring with a row send.
I maintain a sheet to track customer complaint resolutions. When there is a significant change I send the row information to the people involved. Since there are a lot of columns I can see the changes made in the current day using the highlight changes today option. However those highlighted changes are not sent with the…
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Sheet Summary - Show completed tasks and status
Below is an example of one of my sheets in smart sheet I would like to add a sheet summary that : Shows the status of the overall project automatically ( in Green/Yello or Red) by calculation, as in looks to see if the status of the items that were supposed to be finished in the last two weeks are Done and if the status of…
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Creating a Report
I am trying to create a report using 5 columns from one sheet. However when I try to "Group By" not all 5 columns appear in the dropdown and under summarize, the 5 columns are also not available. Does anyone have any advise?
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Automatically check a box when Supervisor Approval is changed to Approved
I have a Approval workflow that I created to send to supervisors for approval based on a date. Once the Supervisor Approved field changes to Approved, I want it to check a box called Registration. Here is the 2nd workflow. It does not seem to be working. Any ideas?
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Open Days in a project
I'm trying to calculate how many days a project stays open base on completion date: This is the formula I'm using, the problem is counting an extra day if the project is completed. =IFERROR(NETDAYS([Submission Date]@row, IF(ISBLANK([Completion Date]@row), TODAY(), [Completion Date]@row)), "No Submitted Date") it was…
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How can I determine who has unsubscribed from a workflow?
Hello, I saw on the activity log that someone unsubscribed from one of my automated emails. Is it possible to find out which user did? If not, is there a notification that can be set up to let me know when this happens? Thanks, Miles
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Scheduled workflows not working
Hi there, I have multiple sheets that are required to tick a box at 17:00 every day via a workflow. When the box is ticked, it triggers another workflow that copies the row to an additional sheet. This worked fine for 6 months. Now suddenly, it does not work for some. The workflow shows that it was triggered, but the…