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IF AND formula to compare multiple start and end dates.
Our year is broken into accounting periods which differ from calendar year/month. For example, period 1 starts on 12/30/23 and ends on 1/26/24. In my project plan, I look at the start and end dates of project plan tasks and determine what period it falls in. I reference a separate sheet with the period start/end dates…
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Dynamic View Comments notifications for user without access to source sheet
Unfortunately, because Dynamic view does not support @mention for users not shared with the source sheet, this means that my 700+ users have to revert to email. Is there a timeline for this feature to be added? Thanks
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Created By is automation@smartsheet.com
I have 5 rows that were added to a sheet and all have the Created By automation@smartsheet.com - I don't understand how a row would be created by an automation. It also didn't follow any of the usual workflows when a row is added via the form. Any insight on what would cause this would be great. Thank you!
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How can I preserve grouping in a report in Dynamic View?
Hi. I am linking a report to a Dynamic View. however, I want to be able to preserve the report groupings in Dynamic View. How can I do that? Thanks
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Updating the formatting of help text in Dynamic views
Ability to format help text in Dynamic view, including text colors, formatting, links adding headers/dividers/sections.
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Set due date based on date form was submitted
How can I auto-populate a column to set a due date 5 days after the form is submitted?
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How to keep track on project managers who leave the company in assigned to columns (losing SS accoun
Hi all, A new day, a new question. We are currently keeping a database in which we track every market research project we are running or ever run in the past. The project manager is entered in an 'assigned to' column. So for example in 3 years time we still know who managed a specific project. However, if the PM is no…
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Is there a way to sort a report based on the summarized row data?
I'm trying to aggregate our team data by state. We have sheets created by year, which track each of our completed transactions, including the location of the transaction. I created a report to then group transactions by which state they were completed in, and have the report sum the SF and Total Consideration (see…
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workflow (automation) using clear cell and generate document
I am using a workflow (automation). When a checkbox is checked (Project Charter Change Flag), I want to generate a document and then clear the flag so it is unchecked. I am finding that in the workflow, I only have 1 action that can be done if it is a generate document. Any help?
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Setting Up If Statement with 3 Parts
I have a status column where I want the 3 options to be "Not Started, Work in Progress, or Complete". The "Not Started" status would come from the Comments & Date Closed column being blank. The "Work in Progress" status would be based on there being comments added, but the Date Closed has not been filled in. The…