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Salesforce Connector
Good evening - We use the Salesforce Connector to sync account information to Smartsheet. Syncing all accounts to a single Smartsheet exceeded cell limits. So, we created a different Smartsheet for each account status (i.e. Client, Former Client, Vendor, etc.). I hoped to create an automation that would remove the…
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Updating a Parent Row Based on Children's Status
Hello! We are trying to create a formula to accommodate the following logic: IF any [RFP Status] of children HAS In Progress or Canceled return the value "In Progress", IF ALL [RFP Status] of children HAS Complete or Canceled return the value "Complete", Otherwise, Not Started. I generated the formula below using AI,…
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Snapshot of Smartsheet comparing TODAY to Start and End Dates
I have a grid sheet full of contracts: each row is a contract. Each row has a START DATE and END DATE along with other details about the contract. I was tasked with creating a dashboard to represent this grid sheet over time. I am now creating a reference sheet to pull "snap-shots" of data from the grid sheet. I put in a…
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Index/Match vs Index/Collect vs Index/Contains
Creating a sheet to collect and answer FAQs, I am attempting to populate the System/Tech Supporting SME dependent upon the selected system/technology. I have my primary collection sheet and then I have made a reference sheet for some formulas. Relevant columns with fake data from the primary collection sheet. System/Tech…
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Merged: Find and Replace Function in Formulas
This discussion has been merged.
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Ability to Find & Replace text in Formulas
Hi Team, I am aware that this functionality isn't currently available. But, as someone who works on rows & rows of data every day, replacing values in a formula using the Find & Replace feature is extremely helpful and time-saving. As I type this, I have the daunting task of going back to my sheet on SmartSheets and…
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Project Status Formula and Checklist items
We have a project checklist template that is provisioned via Control Center. There are hidden columns (the "Task Not Needed" referenced in the formula) that show only the checklist for the Project Type selected in intake - the tasks that are not supposed to appear are checked because all the project-specific checklists…
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Help with cross cell referencing
I have a sheet of incidents that I want to be able to count the number of certain types in a month. In my incident sheet I have a column called "Type of Incident", that has values of Safety, Environment and Quality A column for the date, that I have used formulas in helper columns to get the Month and year. So now a cell…
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Status Rollup to Parent Formula
Hi, I have this formula that works when automating parent/child tasks in a project plan. =IF(COUNT(CHILDREN(formula@row)) > 0, IF(COUNTIF(CHILDREN(formula@row), "Complete") = COUNT(CHILDREN(formula@row)), "Complete", IF(COUNTIF(CHILDREN(formula@row), "Not Started") = COUNT(CHILDREN(formula@row)), "Not Started", "In…
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How can I use index match + either another index match or an IF statement to pull Data from multiple
How can I use index match + either another index match or an IF statement to pull Data from multiple sheets? In my case I have 3 sheets: Sheet 1 - Current Project List - consists information that track active projects. (each Project has a unique project code) Sheet 2- Closed Project List - consists of previous years…
