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Send alert to task's assignee when predecessor task's status changes to complete
Hi all. New, enthusiastic user here hoping for some guidance. In setting up a repeating process, I have dependencies/predecessors clearly identified. Wonderful! Now, how does one set an alert/notification to auto-send to a task's assignee when the task's predecessor's status changes to "Complete"?
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Docusign / Smartsheet | Supported Field Types
Does anyone have experience working with DocuSign "Radio Groups" and merging those fields to data inside Smartsheet? I have been utilizing the Smartsheet/DocuSign integration for several months with great results, but there are a few areas I am running into issues - this being one. I have application forms that have…
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Generate Cover Sheet Summary Page off of Data?
We have a spreadsheet listing all of our jobs and I was wondering if anyone knows if we can highlight one of the jobs by selecting it and generating a cover page summary report of just that one job? Any advice would be greatly appreciated! Thanks, Crystal
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Nested If SmartSheet Formula For Symbols (R, G, Y)
=IF([% Complete]@row < 0.7, "Red", (IF([% Complete]@row = 1, "Green", "Yellow"))) i.e. =IF(data < number, "TRUE Symbol Text", (IF(data = number, "TRUE Symbol Text", "FALSE Symbol Text")))
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It there a formula to use so that I can calculate an amount between dates?
Hi! I am trying to calculate the amount outstanding between certain dates, but I can't figure out what to use or if that is even possible.
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One Project - Multiple Clients
I have one project where certain tasks are paid by one client and the remaining paid by a another. Example: Data collection paid by Client A, Data Cleaning paid by Client B How would I set this up so when the smartsheet project is linked to resource managment the allocations are assigned to the correct client /budgets?
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how to extract currency from a string of text
similar to a bank statement 07-22 Point Of Sale Withdrawal MARTYS FI 61 MAIN 13.99 - SHOPKINTON MAUS 07-22 Point Of Sale Withdrawal PAN THAI 44.38 - RESTAURANTHOPKINTON MAUS 07-22 Point Of Sale Withdrawal ALS STATE STREET 10.00 - CABOSTON MAUS 07-22 External Deposit Resilience03WBZk C:42320H:03WBZk - 35.00 DIR DEP I want…
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INDEX/MATCH function doesn't return exact match.
I'm having and issue with the MATCH function not returning an exact match. If my understanding of the formula is correct: "1" for the [search_type] should find the first value greater than or equal to the search_value starting from left to right, or top to bottom. "-1" should find the first value less than or equal to the…
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Certification Exam
I took the certification exam back in January as an "early adopter" for my team. Some of the other members are now getting around to taking it and asked me about the practical component (part II) where you have to send off a file for review. I didn't do one of those. Is this something new or did I miss it and not finish (I…
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Time Tracking - Hours and Minutes
I was working on a way to track some task hours and minutes... came up with this: One of the problems I ran into is that if you put "00" (double-ought) or any minute with a preceding zero, it would error. You can see the work-around I made, not the most elegant, I admit.. If Smartsheet could ignore preceding zeros, it…
