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Salesforce integration
Hi all, Newly "back" to my organization, Smartsheets is a new tool they use. I have taken a lot of the video training, but I haven't found one to understand how Smartsheet and Salesforce work together. Can anyone guide me or post where I can find the training?
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Set Different Working Days For Specific Tasks Within Same Sheet
I'd like to have different working days for different rows/tasks within the same sheet. This is a feature available in MS Project where you can use multiple calendars and choose which calendar to use for specific tasks/items. This isn't currently possible in SmartSheet. Some tasks exclude weekend work (typical office…
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Helper Formula for filtering contradicting Status
I can't quite get the filter to align with my intent. I'm either pulling every status when I want to exclude "Complete" tasks or I can't get parent rows for my project schedule. I want the attached report to do the following for ease of presentation past due AND upcoming activities. Status is one of Not Started or In…
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Transfer Profile et al to a New Email Address
I need to transfer my discussions, community badges, level, and community profile to a new email address / Smartsheet account, as my previous company has gone out of business and I don't want to lose any of my Smartsheet details, comments, rewards, etc..
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"File Didn't Attach. Try again"
When I try attaching files to lines on Smartsheet, I'm getting the error message "File didn't attach. Try again." Does anyone know of a solution?
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Approval Request Automation: Need User to Fill Out Fields
Hello, I'm trying to create an Approval Request automation, but I need the following actions: When approved: for user to type out their name When declined: for used to type out a reason I'm able to select the columns I want the information to be populated in on the automation, but it shows an error message. Is there no way…
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Can I count cells between number thresholds if the cell also has text in it?
Hello! I'm currently creating formulas for a gift register to document the price ranges we have and how many are in each category. My categories are: £0 - £50 £50 - £100 £100 - £200 £200 + However, the formulas aren't pulling back all the data accurately because some of the cells include text too like 'less than £500' or…
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Converting Excel Formula
Hello, I am trying to build a formula that assesses several columns and returns results as a list. Kind Helpful Polite Cheerful Attentive Good Ok NeedsWork 5 4 3 2 1 Kind Helpful Polite Cheerful Attentive =TEXTJOIN(@, ",TRUE,IF(A@>4,"Kind",""),IF(B2>4,"Helpful"…..etc. works in Excel but I haven't been able to convert it to…
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How to Preserve INDEX Formula Data When Archiving Row?
The Issue My project-specific metadata sheets use INDEX/MATCH formulas that reference the Intake sheet using a Project ID. When the automation archives rows from the Intake sheet, these formulas break because they can no longer locate the source data. Example formula: =INDEX({Project Intake Name}, MATCH([Project ID 1]@row,…
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Image Size in Board View
Does anyone know how to resize images in board view to make them take up less of the card? I created some images to differentiate my to-do list by three categories. I like this to be easily visible to help with prioritization, but the image sizes are so large that it's difficult to view my list. here's what it looks like…