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Help with setting up automation
Hi! So In the Advanced Formula Handbook, it looks like there's a formula that if implemented correctly, we can match it with an automation to notify someone that once a dependent task is completed, you can notify the assigner of the next task that it's ready to start. Has anyone had any success with doing this? "Your sheet…
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Card View not sticking on Reports (new issue for us)
HI all, We use Card View on reports to manage a Kanban-like board of tasks for our analysts, and to assign work for the day/week. The week of Oct 21st all of our reports stopped maintaining the Card View setting when you leave the page and come back to it. (the report presents in list view when you reopen it) While it…
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Dynamic Dashboards
Hello - I have a source data sheet with the below columns: leader category level access list Access list is used for row level security and ties directly to leader. From this sheet I have 3 aggregated reports: 1 for leader, 1 for category, and 1 for level. The reports are also filtered by access list has any of Current…
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I am using the SS app on a tablet. What is the best way to search my sheet without typing full text?
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Export selected rows only to excel
Hello, is it possible to export only the filtered rows to excel? When doing the export, it will hide the rows that were filtered, but they will still be in the excel so if I try to copy and paste or create a mailmerge, the excel will also pick up the hidden rows. Alternatively, is it possible to do a mailmerge via word…
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Countifs Formula - Month & Year
I have used AI and still getting an #INVALID DATA TYPE" error when I try to create this formula. I am trying to count if the "Renewal Month" column is January and the "Renewal Year" column is 2025. Below is the formula I am using. If it makes a difference, these two columns are populated by a formula to get the month and…
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Plan Usage user downloaded report
The user report generated in Plan Usage pulls in the users Job Category as the Department, instead of the Department listed on each user profile. Is there a way to customize the report, or another report somewhere that pulls in the correct department for each user?
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Smart Sheet Use for Project Management - Meeting Agenda (w/ Form) to Action Item Tracking (Per Proj)
Hello everybody, First time poster. I've searched the forum to find a solution, but I wasn't successful, so decided to create my own post. I'm new to smart sheet, so would appreciate help in getting a solution for my workflow. Just as some additional information - we currently have numerous live projects at any one time,…
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Looking for the most recent submission based off date
hello I am looking to build a formula that pulls the "Mid/ EOC Rating" from a reference sheet with the criteria that the ID's match, it is the most recent submission based on Evaluation Date, and that the Evaluation was an EOC not any other options So far I have gotten to the below formula but it is still reading as…
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Checking off a box in one form when another is filled out?
Hello! I am very, very new to Smartsheet so please forgive me if this isn't the right place to ask or a dumb question. I am attempting to make a sheet that records when someone has filled out a form on another sheet. The original sheet is a form for a customer service survey, and the one I want to make records when and if…
