Financial Services

Discussion List

  • Workflow Management
    In Using Smartsheet
    How 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  
    22 views 1 comment Most recent by Andrée Starå Using Smartsheet
  • Forms
    In Formulas and Functions
       I 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…
    12 views 2 comments Most recent by Paul Newcome Formulas and Functions
  • Conditional Formatting Question?
    In Using Smartsheet
    Hello! 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&…
    12 views 4 comments Most recent by Paul Newcome Using Smartsheet
  • Time Tracking - Hours and Minutes
    In Formulas and Functions
    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-ar…
    1029 3
    1K views 3 comments Most recent by [email protected] Formulas and Functions
  • Latest Discussion comment viewed in a cell
    In Archived 2016 Posts
    I 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…
    41 18
    Closed 41 views 18 comments Most recent by Andrea Zenner Archived 2016 Posts
  • Additional Approvals
    In Using Smartsheet
    I 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…
    12 2
    12 views 2 comments Most recent by Andrée Starå Using Smartsheet
  • Salesforce ServiceCloud Users/Connections
    In Using Smartsheet
    Hi 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…
    62 3
    62 views 3 comments Most recent by eric.meyer81346 Using Smartsheet
  • SUMIFS Formula unparsable
    In Formulas and Functions
    Hello,  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…
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    103 views 4 comments Most recent by daniel68616 Formulas and Functions
  • New Row Formula Issues/ Default New Row Feature?
    In Formulas and Functions
    I'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…
    33 views 1 comment Most recent by [email protected] Formulas and Functions
  • How to combined VLOOKUP and SUMIFS
    In Formulas and Functions
    Hi 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. …
    82 views 3 comments Most recent by Paul Newcome Formulas and Functions