Discussion List

  • Stuck Sheet
    In Using Smartsheet
    We have a sheet which is locking up every time you open it. If we have it open, you cannot click on any other sheet or the home icon to get to another sheet or workspace. We have found that we can right-click another sheet and open in a …
    Answered - Pending Review
    14 7
    Answered - Pending Review 14 views 7 comments Most recent by Andrée Starå Using Smartsheet
  • Formula that will add 1 to a Qty row
    In Formulas and Functions
    Newbie to Smartsheet...I am wanting to write a formula that would at a quantity of 1 if the prior column has a date in the cell. I am trying to calculate the # of installations. basically if a date is entered into an install date column, I…
    283 8
    283 views 8 comments Most recent by Lori Hight Formulas and Functions
  • Smartsheet - Dropbox - MS Word document editing on Ipad
    In Using Smartsheet
    Hi All, I have Word documents I am attaching to a smartsheet, that I would like a team member in the field who uses an Ipad, to be able to edit easily and save back to Smartsheet. Without too many steps involved. PDF is also an option. …
    140 3
    140 views 3 comments Most recent by Greg Butler Using Smartsheet
  • Gannt Chart With Dynamic Income/Expenses Per Task
    In Using Smartsheet
    Hi, I am a contractor and I have all of my draw payments tied to tasks (ex. beginning of drywall) and all my subcontractor payments also tied to tasks (ex. beginning of framing). I'm trying to use my project Gannt to also track my cash fl…
    Answered - Pending Review
    25 2
    Answered - Pending Review 25 views 2 comments Most recent by Aaron Skoczen Using Smartsheet
  • Multiple IF Statements -- Status Updates
    In Formulas and Functions
    Hello,   I am trying to put together a sheet that reflects as a holistic "Status Update" depending on whether or not something has been "Approved", is "Pending", or has been "Denied". I attached a…
    177 7
    Accepted Answer 177 views 7 comments Most recent by Sue Emery Formulas and Functions
  • Quick Auto Pop-Up Form As Part of an Automation
    In Using Smartsheet
    We have a sheet where all our RFQ's are entered. I have created an automation where as soon as the Status of the RFQ is changed to Sent it automatically copies the sheet to a Quote Register /Pipeline. I wondered if it was possible that as …
    Answered - Pending Review
    180 3
    Answered - Pending Review 180 views 3 comments Most recent by M Underbrink Using Smartsheet
  • Parent status (RYGB ball) changing based on child status (dropdown)
    In Formulas and Functions
    I am looking for help with a formula where I have a parent row and then multiple children rows below. The Parent has an overall status that is a 4 ball symbol of red, yellow, green, blue) My child rows are using a dropdown menu called &qu…
    105 13
    105 views 13 comments Most recent by Christopher Wirth Formulas and Functions
  • Opening Dashboard Hyperlinks in new tab.
    In Using Smartsheet
    The dashboards that I've created for out Project Management teams contain a report that lists all their active projects with a hyperlink to a project schedule (A different Smartsheet Grid).  I've been asked if it is possible for them to o…
    1942 12
    Accepted Answer 1.9K views 12 comments Most recent by Christopher Wirth Using Smartsheet
  • Document Management Systems
    In API & Developers
    Hello All, We are using SS and considering DMS options (Efilecabinet, Box, M-file) to manage the bulk of docs we handle in the process. Wondering if anyone in the community that has a DMS in place can provide feedback or advice on their …
    330 4
    330 views 4 comments Most recent by Brianne Laird API & Developers