-
Has anyone had success making a basic CRM for their company?
Hi, our bank is looking to leverage Smartsheet to try to create a CRM tool within Smartsheet. Has anyone had any success in this arena? Ultimately we are wanting to create the basic functionality of tracking meetings/notes/contacts/etc. and have the information shared across multiple groups. Just curious of other's…
-
Cannot deselect "All Columns" in the Columns Included when creating a dashboard from a report
When I click on the x to remove All Columns to select which columns I want included in the chart it will not be removed. Also, when I try to add columns in addition to All COlumns being selected it provides an error- I am trying to build a chart widget that shows a "column" or bar chart breakdown of the count of items by…
-
How to create a dashboard to show increases
I need to track the cost impact of changes per community. We track changes using a CRF # - so for example if I have CRF # 2024-015 that effects two communities, I would like to be able to say "hey, CRF 2024-015 creates a cost change at San Tan 40's Electrical Contract by $589.50 or 13% AND it also creates a cost change at…
-
Alert Someone Automation Workflow
Hi, I have column in a sheet named "Interests" with a dropdown with multi-select. So based on this dropdown, I'm looking to creating a workflow, to send automated email alerts (based on dropdown selection), however I am not able to select the dropdown values within the automation as shown below in the screenshot. I wanted…
-
Turn off notifications for everyone
Hi all, I have a single sheet within a broader workspace that the team does not want anyone to receive any notifications from. How do I do this? When adding a workflow, I only see options for alerting people when / if something specific happens, but I just want to turn off all notifications for everyone for the sheet.…
-
How to divide single request with multiple contacts to individual requests.
Does anyone know how to take a single line, with a single multi-select cell, and have that line parse/delineate/divide in to individual lines, either through a formula or an automation? Scenario: we are receiving schedule block request for team, and multiple people may be on the block request, therefore we have multiple…
-
Automation not working - not enough rows?
Hello, I'm receiving an error when my automation is trying to run because it's saying there isn't enough rows in the sheet however I only have 4,747 rows in the sheet the data is supposed to move to. How can I fix this?
-
How to see only the lowest level tasks in Card View (i.e. how not to see any parent tasks)
Is it possible to view only the lowest level tasks in a roll-up no matter what level they are? The level selection only allows me to view one level at a time. In other words, one task roll-up may have 3 levels and another one may have 5 levels. How can I see all of the level 3's and all of the level 5's and see none of the…
-
=SUM Formula that returns a Zero if cells are Zero
I'm trying to figure out how to get this formula to return a zero if the Age of Closed cases and the count of closed cases is both "0". =IFERROR(SUM([Age of Closed Cases]@row, [Age of Active Cases]@row) / SUM([Count of Closed]@row, [Count of Active]@row), 0) Both are derived from a =COUNTIF that uses a cross sheet…
-
Alert Automation Assistance
This discussion was created from comments split from: Alert Automation Repeating Message.