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Issue with the logic feature on a form
This discussion was created from comments split from: Necessary Package to Utilize Form Logic.
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How can I get a new row to populate with the format and formulas of the row above it?
The rows will be children of a same group. I am trying to make a simple checkbook style sheet and I want users to be able to add rows and have the all the formulas and formatting iterate down. From the above screenshot, I want the yellow fields to be added and the formula that subtracts the amount paid (yellow cells) from…
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Charts - Column type (color)
Hi, I am trying to change the general color (green on all columns) to an individual color on each column. It will only let me change to one color for all columns. Thank you, Tali
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Automation Notifications
Hello, I created 3 different automation triggers for 3 different executive directors in my smartsheet. For example, an employee will fill out a form connected to the sheet, select which executive director needs to provide approval, then the automation will trigger to go to that executive. However, when testing the…
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Grey Circle for Rag Status
We are looking for a symbol - a grey circle - to use. Do you know if there is one available? The only circles we have found are these ones 🔴🟠🟡🟢🔵🟣⚫️⚪️🟤.
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Skills Assessment
Hi all, Thanks in advance for any help you can provide. I am looking to create a basic skills/competency assessment for a group of Managers. I have used the Smartsheet Employee Pulse Check template. I have modified the intake form and am getting the data through the dashboard as expected. My problem is that senior managers…
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Milestones (diamonds) in Gantt Charts
Hi, I have a Gantt Chart with the default start, finish, and duration columns. When I complete the start, finish dates as the same date, and also set the duration field to 0, the Gantt chart shows a block, not a diamond milestone symbol. How can I get Smartsheets, in Gantt Chart view, to show the diamond milestone icon and…
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Automation is not working as intended
Hello, I am having a problem with my automations. I current have a few automations going on at once but to simply put I need one automation to skip a step if XYZ is applicable. So I have a few columns, a Status column (Dropdown: New, Level 1, Closed), Resolution column (text) and a Assigned to column (Dropdown: Admin 1,…
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Need Help with Automation with Conditions
Hi All, I need help with my overall Automation. Goal: to trigger when Overall Status changes to "New Product/Service" or "Pending approval" and when certain conditions are met. Automation I have: Overall Status changes to "New Product/Service" or "Pending approval" and when Condition Intake is one of "Yes" or when…
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Filter on sheets or report criteria
Can I create a filter on sheets or reports, which includes "assigned to" a certain individual and also, show the dependency line? If a Task is assigned to "A" and there is a dependency (Predecessor) on Line #5, then filter on A and show Line #5 also.