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Auto-Populating One Sheet Based on Criteria of Another
I have a contact form that once the contact proceeds into the opportunity phase (think CRM), I want to automatically have their info populate into another sheet. In the contact sheet, I envision a column titled "Proceed to Opportunity" with two options of Yes or No. If no, they stay as a contact. If Yes is selected, their…
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Combine Form Row information into Single Row data
Hello all. We are looking for a way to take rows entered via webform and then merge the information into a single row of data. To give you an example of what we are doing. We enter a building Number (currently Primary Column) and a unit number into the form. There are then unique items we are checking off in the form or…
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Remove Gant view from Dashboard report
Hello, I added a date column to my report to show the actual date in the Dashboard but for whatever reason, the Dashboard wants to display the Gant view only for the date column. Can I turn the Gant view off so it only shows the actual date like it displays in the report??
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Smartsheet backup file link fails to open/download
Hi, When I click the "Download Backup File" link in my email from Smartsheet. An internet browser opens pinwheels for a long time showing "Waiting for urldefense.proofpoint..." and then eventually shows page cannot be displayed. This seems to happen in both internet explorer and firefox. Any ideas about how to resolve this…
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Date criterion leaves out value in results
I am building a report from 2 sheets. When I add the When criterion "is a date" from Sheet 1, the report data does not display the existing, not blank Property value from Sheet 2. Both of these sheets use the same unique customer ID for common value. What am I leaving out? Thanks
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Sorting
Hey Guys, I have created a sheet to help our construction company track our new leads. We have set it up to fill out a form that feeds information into the sheet. I have conditional formatting set up to identify each lead by their status. Periodically I will pull out dead leads and move them to a parent category allowing…
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how to automatically lock a line
Hi all, As you can see on the print below line 559 goes from "empty" to "Bruna Regina" and about 30 minutes later, same line goes from "Bruna" to "Fabio" at the first action my employee Jessica used a empty line (that´s correct) 30 minutes later, my second employee Evilyn said the line was empty to her too. (she said…
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Auto-generation duration using start AND end-date predecessors
Hello everyone! Is there any way to define start AND end-date predecessors (e.g. 2FS, 3SS) and thereby have the duration calculation auto-generated? Yes, i did put the exact example above into my predecessors column, but it doesn't work. The easiest example I could give of why one would want to do this is: let's say you…
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Redirect smartsheet links to the published link.
Hi there, Hopefully you guys can help me with this, as it would be something that would really help me out with the way my company uses smartsheet. I have a template workspace I've put together that contains portals / dashboards with links to other portals / dashboards, that are also within the workspace. The way copying a…
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"Persistent", one-time date function
I'd like to see a function like "TODAY()", or cell behavior that supports it, that executes only once when an event is triggered so that the date result that never changes. My use case is a Card view Kanban board with status states: Ready, Dev, Test, Deploy, Done, and matching columns for their start dates, e.g. Dev Start.…
