Financial Services
Discussion List
-
Workflow ManagementIn Using SmartsheetHow do I automate the workflow from Person A doing task 1 to Person B doing task 2 and at the same time automate the measure of turnaround time and not being overridden by collaborators? Thanks
-
FormsIn Formulas and FunctionsI created a smart sheet that notifies the appropriate lead when someone is requesting access to a project. All the formulas, filters, and alerts are correct. The issue I'm having is when a form is filled out a new row is created the f…
-
Conditional Formatting Question?In Using SmartsheetHello! I'm very new to smartsheets and have been using them for probably 6 months and I have to create a sheet with conditional formatting where the date drives the coloring of the entire row. I've watched the video's and searched Q&…
-
Time Tracking - Hours and MinutesIn Formulas and FunctionsI 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-ar…
-
Latest Discussion comment viewed in a cellIn Archived 2016 PostsI would like to request that the most recent comment in the discussion function be able to be mirrored in a cell in that same row. This would allow us to quickly scan a sheet full of data and see what the latest comment is without switchin…
-
Additional ApprovalsIn Using SmartsheetI am trying to set up an additional approval process. For example, one manager will approve X and the second manager will approve on certain conditions based on a column, based on the notification of the approval from X. How can I set this…
-
Salesforce ServiceCloud Users/ConnectionsIn Using SmartsheetHi Smartsheet Community, We're thinking of some use cases for helping Smartsheet users utilize Salesforce ServiceCloud data more effectively and efficiently. Any Salesforce ServiceCloud users out there who would be willing to chat with…
-
SUMIFS Formula unparsableIn Formulas and FunctionsHello, My formula below keeps coming back unparsable and I can't figure out why...The column I need to be summed is referenced first in Range 2. I am also referencing the same date column for that Month and Year criterion. It's on the ti…
-
New Row Formula Issues/ Default New Row Feature?In Formulas and FunctionsI'm looking to take a Smartsheet I created for my department and to share it with other teams. It's fairly simple, but I have a few formulas doing some stuff: * A Status Ball that syncs with the status text. * A formula in a PARENT_PROJE…
-
How to combined VLOOKUP and SUMIFSIn Formulas and FunctionsHi everyone, I encounter one issue creating formula and linking between two different sheets. I don't know which formula to use but let me share with you what I have done and if you all have a solution to my problem, that would be great. …
