Financial Services

Discussion List

  • Filter by color
    In Using Smartsheet
    Is it possible to filter a column by color? We use visual management extensively for some of our larger enterprise projects and filtering by color is helpful. I didn't see a way, not sure if there was a "trick". 
    1.5K views 10 comments Most recent by Paul Newcome 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 …
    197 4
    197 views 4 comments Most recent by Brianne Laird API & Developers
  • Volunteer Allocation
    In Formulas and Functions
    Hi All,  I am attempting to find a solution for a specific manual task that is error prone and very time intensive - We need about 300 volunteers occasionally on short notice and need them across multiple cities in 20-50 specific location…
    79 3
    79 views 3 comments Most recent by Brianne Laird Formulas and Functions
  • Why is my multiplication formula invalid?
    In Formulas and Functions
    I am trying to create a column that multiplies the total hours by the pay rate of certain staff. In the pay rate column I have used the formula =IF(Name1 = "Sophie", "25.54", IF(Name1 = "Peta", "55",…
    3 1
    Accepted Answer 3 views 1 comment Most recent by David Joyeuse Formulas and Functions
  • Link Reference Sheet Dropdown
    In Formulas and Functions
    Is it possible to reference a list on a separate sheet for the user to select as they input data into rows?For example; activity type, client name? I have created a time sheet and would like users to reference the data in another sheet. …
    4486 22
    4.5K views 22 comments Most recent by Genevieve P Formulas and Functions
  • Using Smart Sheet and Web Form to manage testing
    In Using Smartsheet
    Hi, Are there any recommendations you can provide to using Smart Sheet and Web Form as workaround to traditional testing applications to manage repetitive testing (case management and result gathering) across multiple users performing sam…
    519 7
    519 views 7 comments Most recent by Andrée Starå Using Smartsheet
  • Smartsheet Dashboard published within MS Sharepoint 2016
    In Using Smartsheet
    I want to take a Smartsheet Dashboard that is interactive and put it as a web part within MS SharePoint 2016 site.  I use the page viewer webpart and provide the web page link offered up when I publish the dashboard, but once I apply it, a…
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    1.4K views 5 comments Most recent by Jill Garance Using Smartsheet
  • There´s a way to copy a row to another sheet with a if formula?
    In Formulas and Functions
    Hi everyone, i have a group of four sheets and i want to copy specific rows to another sheet. I have a column called "FORMAL RECLAMACIÓN" and i want to copy the entire row to another sheet if there´s a date on this column. Is thi…
    13 2
    Accepted Answer 13 views 2 comments Most recent by Sebastian Avila Formulas and Functions
  • Calculate the time between two dates by days, hours and minutes
    In Formulas and Functions
    Hi, I am trying to implement the following formula from my excel spreadsheet into my smartsheet: =INT(O2-Q2)&" Days "&HOUR(MOD(O2-Q2,1))&" Hour "&MINUTE(MOD(O2-Q2,1))&" Minutes" Basicall…
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    1.7K views 25 comments Most recent by remkin Formulas and Functions
  • Email User Completed Form
    In Using Smartsheet
    I have created a form to capture some series of data. One of the fields on the form is for the user that is completing the form to key in their email address.  I would like to create workflow automation when a certain trigger has taken pla…
    121 3
    Accepted Answer 121 views 3 comments Most recent by Andrée Starå Using Smartsheet