Discussion List
How to copy and replace data using automation
Background: I have a sheet with a list of projects and their monthly savings actuals+forecast (Jan thru Dec) and prior forecast (Jan thru Dec) where prior forecast is last month's actuals plus forecast. Between the 1st and 10th of every month, project owners will go in and update actuals for the previous month and forecast…
Calculate Number of Deals on a Waitlist at a Given Time?
Hi, For context, a buyer and seller will approach my team and provide us with a proposed close date of their deal. Often times our deal teams are finishing up other deals and cannot immediately start working with them. We create a Salesforce opportunity and add them to our "Waitlist" (category in SF opp). Sometimes this…
Formula issue
Hi Brain Trust We have a formula set up to report when two columns don't have the same drop-downs selected. =IF([Candidate Compliance & Training Check]@row = [Job Compliance & Training Requirements]@row, "Low", "High") The team now want to use the following symbols What or how can I set up a formula that will give me :-…
Combine Attached Files Into One PDF Document
We have people submit multiple documents with each transmission. It would be nice to be able to select multiple attachments and immediately combine them into one PDF. If the attachments are Word docs, they should automatically convert into the PDF file. It would make workflow much quicker.
Trying to set up options to fill cell itself or from a formula in another column.
To track staff attendance, one column (Call Out Type) we have is a drop-down with 5 options. We want to have a separate column (Call Out) that would be included in the form the staff fill out when calling out that would include 3 of the 5 options. I set up a formula that would copy the value in the Call Out column into the…
Large upcoming project
I’ve been using SmartSheet for about a year but in a very basic manner. We have a few templates we love, but I wanted to learn how to better utilize the tool!
How to add automation for task due date when project due date is delayed?
Looking to add automation for task due dates (i.e. push back 1 week) when project due date is delayed (i.e. push back 1 week).
New to Smartsheet Conference
I'm excited to attend my first Smartsheet conference! I've used Smartsheet for a few years, but I wanted to learn more about Dashboards and AI.
Utilities
Hello everyone! I am in the utility industry and would love to connect with others in the field.
Dashboard Length
Is there a way to change the page length in dashboard. I have over 30 dashboards that are all the same since I have to have one per RVP, but when I print them to PDF, they all add an extra page, which is blank. And instead of selecting which pages to print, I would like it to just show one page on each one. When I am in…
