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Dashboard setup
Hello, I am trying to create a dashboard for my team. I have the template (see below) that I want to use, but I don't know how to move it over the workspace where the sheet is so they can all be in one place. Then, I need help gathering the information and entering it into the calculation dashboard. I need help overall to…
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Assitance with Recording a Date
Hello Community — I am relatively new to Smartsheet and recently inherited a preexisting project plan where many of the rows are already completed. I would like to know when the status for those rows changed to complete as most of the time the end date was not updated to reflect the actual date the status changed to…
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Customize an auto number
I would like to know how to customize an auto number for a Smartsheet that I currently have. I would like to incorporate the Date, Business Unit, and the type of request. For example, (CAL-BU-QC-01022025). I have column created for each data input.
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Tally Duplicates Under First Occurrence
I have a count of incidents for each location. The "rank helper" column use to total the number of incidents beside the first occurrence of a name. For example: Bellflower has "2" incidents. I want the first listing for Bellflower to show the "2" in the "rank helper" column and additional Bellflower occurrences not display…
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Data Shuttle Formatting
When using replace in Data shuttle to update a sheet. The rows are now appearing in black. Has anyone seen this and knows how to fix?
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Auto increment count on Column based on values appearing in another column
Hello, I am trying to add a formula to Column SSI Ref that will count and increment based on the number of times a number appears on SSI# column. I have completed the SSI Ref column for reference as to what I would like to see. Thank you
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Side-by-side fields in Forms
Similar to other form products (like Form Assembly), I would like to place/format fields within the form with more flexibility. At the most basic level, I'd like to place 2 fields, side by side. My particular uses would be: Dependent Name: Dependent Age: And also: Income Type: Income Amount: I actually could use more than…
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Update one sheet based on two columns from another sheet
Hello I have a request sheet and a review sheet. The request sheet generates a task number after submission of a new row. That task number will be manually inputted into another sheet. Once a review is done of the request, the user hits review complete. I want that checkbox (once its clicked on the review sheet) to get…
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Hello, I would like to move a Smartsheet object from one folder to another
Hello, I would like to move a Smartsheet object from one folder to another. The Knowledgebase says I should be able to right-click and select "Move", but that is not in my context menu. I am an admin. Does anyone else have an issue with the "Move" menu item missing from your selection options? If so, how did you resolve…
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Automation that alternates assigned contacts each time a row is created
I'm trying to figure out how to create an automation or formula where it will automatically assign from two or more contacts when a new row is created. It would also need to alternate or go to the next contact in a list. For example, I have an "Assigned to" column and in that column would be 2 names (A and B) and when a…
