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Change in Data Retention policy behavior
December 12, 2024 Previously, the Data Retention policy evaluated whether a user in the inclusion group held Owner permissions on a Smartsheet item to determine its eligibility for deletion. To support our transition to a fully plan-based asset ownership model, the Data Retention policy will also consider whether a user in…
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Formula to populate parent row with children row data
I need a formula that will populate a parent row with whichever child row is NOT blank, I would want the parent row to copy the same sentence that is in the child row into the parent row. The reason I need this is because I am using the document builder sheet to create status reports so I need the parent row to pull…
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Looking for a consultant to help build intranet/dashboard & basic CRM.
Hello, I am looking for a Smartsheet expert who can help us build a custom dashboard for internal and external use. We are based in Los Angeles, but most of our team works remotely. So are you / or do you know an English speaking Smartsheet expert, who we can hire for support and who has time the coming month? Thank you,…
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Automation triggered copy one cell to another on same sheet
Hi , I would like to be able to "check" a box in col A which will trigger a copy of the content in col B to Col C (but not change value as long as the checkbox is checked) I want to use this to flag a specific line/task as one which is due data is important for me so I want to copy it to a column "important dates" but the…
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Date Formula Issues, Metric sheet
I am very new to smartsheet. What formula would I use to count how many times the year 2021 appears in the blue (parent) rows? I also would like to make a formula for a metric sheet that automatically updates as I add and delete years from my main sheet. What formula would I use for that part as well? I've tried a few…
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Formula to use to match data from one sheet to another then calculate the total
Hi All!!! I'm terrible at formulas and trying to learn! I need your help PLEASE! I have a Master sheet where everyone places orders, it contains the an account number to be charged to and total for each order, in a separate sheet I have all of the account numbers. In the second sheet I need to create a formula that for…
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% complete using a duration of dates
I am trying to get a percent complete using dates. For example, I have a start date and a finish date to get the duration (let's say that is 96 days) and I want to find out the percent complete using today's date (automatically updated each day) as the task progresses in time. I can't seem to figure out how to use TODAY()…
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Does anything in range A appear in column B?
I am trying to set up a formula that lets me know if any of the Project Tittles in one sheet appear in any comments on a separate sheet. When the function should return "True", I get "#invalid data type" =IF(CONTAINS({Project Tittle Range 1}, [Comments]:[Comments]), "True", "False")
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Recording Clock In and Clock Out
We use a sheet with a form accessed through a QR code to Clock In and Clock Out. The problem is that to figure out the calculation the sheet is downloaded to an Excel spreadsheet and calculated to determine how many hours each person recorded on the time sheet. Is there an add-on or any solution available in smartsheet…
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Formula to match data from one sheet to another, then calculate the total if a different column true
STUCK in Formula H_ll! lol I'm terrible at formulas and trying to learn! I need your help PLEASE! I have a Master sheet where everyone places orders, it contains the an account number to be charged to and total for each order as well as the status of each order, in a separate sheet I have all of the account numbers. In the…