-
Deposit summary report vs. bank statements
Hi, We're trying to create the following project. I would appreciate getting some input on how to program it correctly. As a healthcare billing company, we post all account receivables to the patient's ledger. At the end of the month, we need to tie out the deposits posted to the bank statements to confirm that every bank…
-
Formula to change status symbol if a task is not completed before due date
Thanks guys, new to Smartsheet and need some help... Having issues with changing the status symbol to Red, Yellow, Green, or Gray based on project completion percentage column (%Complete) and start/due date columns ("Start Date" / "End Date"). I would like the following: Gray - If %Complete equals to 0 and start date has…
-
COVID-19 Vaccine Tracking and Distribution
Hello Healthcare Community! My name is Brianne and I work as the healthcare vertical program owner in customer success at Smartsheet. Over the last few weeks, we have been seeing an increased number of our healthcare clients having a need for COVID-19 Vaccine Tracking and Distribution planning. What do you need to see in a…
-
Our newest template set, Vaccination Tracking, has just been published to Solution Center!
If you are a healthcare employee we encourage you to join our Healthcare Community Group where updates like this are posted. Details about the new Template Set: Organizations authorized to administer vaccinations during a period of great demand face an uphill battle; the requirement to precisely track, manage, and report…
-
Ensuring Automation Alerts Stay in One E-mail Thread
Hi, We created a variety of automation alerts for our business development team to receive alerts related to the progression of a specific patient through the referral process. Ideally, we would like for the e-mails regarding the same patient to remain in one e-mail thread for organization purposes. I set the subject line…
-
Undoing a sort and reverting to a sort rows by date
Hi! We have a sheet with multiple editors. The first column is an auto generate "Created" column. One of the users sorted a different column and saved. When attempting to sort the created by column ascending so that it reverts to the rows being ordered in the sequential time order in which they were entered, it remains…
-
Automatically Change "Modified by" email item into a Name
Hello! My team is creating a form to collect, track, and act on paid-time-off requests and part of the system we're creating is making a form for folks to submit their requests through. We need to share parts of the content of this sheet with multiple different parties so plan to create some reports and dashboards to share…
-
Is there a way to create a search box?
We are wondering if anyone knows how to build a public facing sheet that has a search box where customers could type in a word or two and then have it return any hits. The data that would be searched could be linked to another sheet and that file would not need to be viewable on the public one. Is this possible?
-
Move row - selected columns only?
Hi, We manage Intake to Archive in Smartsheet. Our Intake Sheet (source sheet), where we collect all project info, is rather lengthy. When an Intake Request has been approved, I want the row to be moved to an Implementation Sheet (destination sheet). The destination has different columns that the source sheet, only a few…