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Bank Statement Checklist and weekly notification of missing statements
Good morning, I am trying to build/find a Bank Statement Checklist that will notifiy me of all missing bank statements. For example, as of today, we should theoretically all bank statements from October 2018 and prior. I would like a monthly email sent out notifying me or somebody of all missing bank statements. I am…
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VLOOKUP - I think?
I am doing estimates for projects. Each job title has its own rate and there are different rates based on specific clients. What would my formula be if I want to reference a particular cell based on these two parameters. They would live on a master rate sheet that could be referenced.
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Countif Formula
Hi everyone! Im having trouble with a simple COUNTIF formula. I am getting "UNPARSEABLE" but for the life of me, I just don't know what I'm doing wrong. I want to count how many times the "Weekly Goal" was met in a range of cells. screen shot attached.
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Email based on cell value?
Is there a way to send an email containing the data from a row automatically based on the value in a cell? For example if they choose "Accounting" from a dropdown list or contact list in the "Department" column in row 1, then it would email the data from row 1 to the address on file for the Accounting Department.
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Enhancement Request: Auto-Refresh Functionality
I would like to request the addition of an auto-refresh feature within Smartsheet. I use one worksheet most of the day and I have to manually refresh the worklist several times each hour. It would be great if the auto-refresh feature could trigger anytime someone performed a change but I would settle for an auto-refresh…
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Notification of new comment - not to assigned user
Hi, I am new to SS and trying to find my way around. One question I have is how to send notifications when comments are added. I can see that I can send notification when column changes and choose comments column. I can then select to send it to a contact in column, and choose assigned user. However, if someone comments on…
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Update existing smartsheet by excel
Hi, I have a smartsheet with 4 columns： building code, name, cs manager name and supervisor. I create this smartsheet by import excel. Excel has 4 same columns.. However, cs manager always change. We have 1000 buildings. Admin will send update list every week.. I know there is data live connector.. if I change info in…
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Multi-Row Approvals
I want to migrate an existing SharePoint InfoPath form to SmartSheet. The form is a Budget Request Form. * Staff can submit a budget request with arbitrary number of items (rows) * Via a workflow, each item is Approved or Denied. * Via a workflow, the entire Request is Approved, Partially Approved, or Denied. The thing…
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Give Specific User Editing Access to a Locked Column
I am looking to give a specific user access to editing a locked column. The background: We have a list of projects that are NOT to be started until our finance director approves said project. As the project manger, I am owner of these sheets. To prevent other users from approving projects of their own will, I have locked…