Financial Services
Discussion List
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Filter by colorIn Using SmartsheetIs 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".
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Document Management SystemsIn API & DevelopersHello 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 …
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Volunteer AllocationIn Formulas and FunctionsHi 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…
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Why is my multiplication formula invalid?In Formulas and FunctionsI 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",…
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Link Reference Sheet DropdownIn Formulas and FunctionsIs 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. …
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Using Smart Sheet and Web Form to manage testingIn Using SmartsheetHi, 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…
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Smartsheet Dashboard published within MS Sharepoint 2016In Using SmartsheetI 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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There´s a way to copy a row to another sheet with a if formula?In Formulas and FunctionsHi 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…
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Calculate the time between two dates by days, hours and minutesIn Formulas and FunctionsHi, 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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Email User Completed FormIn Using SmartsheetI 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…
