How do I create a report with multiple tasks (in my primary column) as conditions? E.g. I wanted to display sheets in a report where Task 3 = Yes AND Task 5 = No.
Hi Pratik,
Can you describe your process in more detail and maybe share the sheet(s) or some screenshots? That would make it easier to help. (share too, andree@getdone.se)
Have a fantastic week & Happy Holidays!
Best,
Andrée Starå
Workflow Consultant @ Get Done Consulting
Hi Andree,
See attached screenshot. I have 76 such sheets for each school. I wanted to create a roll-up report where I want to see schools where the "Completed Contact Info Sheet" is marked as Complete and "Send PIF Payee Information Sheet" is marked as Not Started. Both items are currently in the Primary columns i.e. the Task column. Is this possible?
I can only see a way to include one of those conditions.
Ok.
Unfortunately, it's not possible without a helper column on each sheet.
One way to solve it would be to use the helper column (Checkbox type) and a formula to check if both conditions are true. If they are the checkbox gets checked and then you could use that as a criterion in the report.
Would that work?
Andrée
Thanks. That's what I thought too. Unfortunately, to do that, I've to create a helper column in each of the 76 sheets. I was wondering if there was a quicker way.
Happy to help!
Circling back to this….. Another year goes by and still no folder level sharing. Smartsheet developers don't listen to their clients. I have seen hundreds or posts and requests for this over the past 7-8 years. And still NOTHING!! This has been a huge issue for us as a company. As you can tell this is a sore spot for us…
Today a team member accidentally changed several rows by either deleting the data or the row itself. Do I download a snapshot of each one to restore? Some of them didn't seem to be too helpful. What is the protocol for restoring this information? I've only done this before with the help of a representative and it was…
I have my Smartsheet set to generate a document when a form is filled out. The document is a fillable PDF and when the document generates not all of the answers populate on the generated PDF. I have tried making the PDF again from scratch, I have tried copying and pasting the fields so I know they're the exact same…
