Financial Services

Discussion List

  • Approval within Email Notification
    In Using Smartsheet
    Is there a way to click, within the actual email notification, in order to approve a Website Change Request? I don't want to have to open ('View Request') in order to approve. Thanks.
    236 4
    236 views 4 comments Most recent by Andrée Starå Using Smartsheet
  • Text Wrapping is not working.
    In Using Smartsheet
    Hi, I've created a new sheet and a form, I've applied text wrap to the columns that might need it and I've tested certain cells, inputting more text than the cell than would be visible.  I've clicked an unclicked the text wrap button on t…
    2069 8
    2.1K views 8 comments Most recent by Andrée Starå Using Smartsheet
  • Resource View by Project
    In Using Smartsheet
    Hi I wonder if anyone might be able to shed some light on an issue I'm experiencing. I'm a new Smartsheet user so I could well be doing something wrong or expecting Smartsheet to work in a way that it doesn't. I'll set out the issue below…
    1003 7
    1K views 7 comments Most recent by Eben Gay Using Smartsheet
  • Multiple criteria in a row for VLOOKUP
    In Formulas and Functions
    I am trying to create a report from data with multiple criteria in a row. The objective is to return the residual risk value for each combination of risk + strategic initiative. In Excel, I was able to accomplish what I am looking for with…
    1990 5
    2K views 5 comments Most recent by JeremiahHorstick Formulas and Functions
  • Sending a sheet as an attachment -- Logo Question
    In Formulas and Functions
    On the below example, is there a way to have the smartsheet logo removed and our companies logo put in its place?
    Answered - Pending Review
    24 3
    Answered - Pending Review 24 views 3 comments Most recent by Andrée Starå Formulas and Functions
  • Up/Down Arrow Colours
    In Using Smartsheet
    Hi, I wondered if there was a way to swap the up and down arrow colours? e.g. I’m applying the arrows to a spend profile and green should represent a down trend. Thanks, Del
    303 4
    Answered ✓ 303 views 4 comments Most recent by M Underbrink Using Smartsheet
  • Convert Numbers (Days) to To Year/Month
    In Formulas and Functions
    I'm trying to convert number of days to year and month. In excel I would use the following formula =DATEDIF(0,[Days closed]11,"y") &" years, "&DATEDIF(0,[Days closed]11,"ym") &" months" …
    804 4
    804 views 4 comments Most recent by @LS Formulas and Functions
  • 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". 
    4693 18
    4.7K views 18 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 …
    368 4
    368 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…
    162 3
    162 views 3 comments Most recent by Brianne Laird Formulas and Functions