I am more of an Excel guy who is attempting to wrap my head around Smartsheet.
I have a scenario and I am thinking it can be done, it seems like I almost find the answer but just not quite.
I have records which require attention, usually in contacting users and getting require, late training complete. There are a team of us hitting the SS.
I have a column which has a Harvey Ball which is color specific depending on the content in a Status drop down. Also, I have created one parent labeled Pending where all records sit and another parent for complete/reconciled records.
Can Harvey Balls be additional colors than the RGYB in the example?
Can I move a child from from one parent to another on the same sheet based off of the aforementioned Status selection (or Harvey Ball state)?
Can the Harvey ball be locked so that another team member doesn't accidentally delete the formula? (I read in one post this is a "no").
One caveat is that we would like the Complete and Pending records on the same sheet.
Can anyone think of another way to look at this? If this was Excel, I'd have a better handle on this, however, we need the collaboration aspect.
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