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Excel @Text() Functionality in Smartsheet?
Is there a way in Smartsheet to use a formula that gives the same result as using @text() in Excel? I have a spreadsheet that I need to concatenate several fields together and have the field then display as text. Most of what I see now for formulas is to covert from text into formula. But I need to go the other way? Use…
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Salesforce Connector Requirements
Does anyone know if there are version requirements for Salesforce to utilize the connector? My IT team is about to upgrade SFDC to Lightning and they want to know if the connector works / requires lightning.
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How can I best organize lots of different 'tags' to sort through
I'm moving a sheet over from Google Sheets. Right now we have a column for 'Specialties' for different medical providers and it contains keywords we need to be able to search by. I need to be able to sort through this data quickly. I don't necessarily want it as a drop down because there are over 100 different…
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Using Multiple Forms to Update a Single Row
Is there a way to use multiple forms to feed into a single row? An example would be our orthopedics program. Our coordinator collects several pieces of information from multiple departments (OR, Pre-Surgical, Med/Surg Nursing Floor, Education, etc.) Can I build something so she can create a row per patient with their ID…
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Healthcare staffing templates?
Hello, I am very new to Smartsheets, and I would like to know if there are any healthcare templates that we can use for our agency. We track referrals from the sources. We monitor the status of the referral based on the clinician's acceptance to treat the patients. So we input a lot of data, which sometimes can be…
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WEEKNUMBER and WEEKDAY
I've built a Smartsheet (with some help from the ProDesk) that assigns a task to a contact based on the date/time of a request. The sheet looks at the date stamp on the request then references another sheet (using WEEKNUMBER and WEEKDAY) to see who's "on duty" at that time. That contact's name is pulled into an "Assigned"…
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Multiple Critical Paths in Single Project
The last task/activity in my project plan is not the "end" of the project, or at least not the end that we care about for reporting purposes. I work in pharma, and our project sheets are tracking toward their NDA submissions, which is the "end" of the project that everyone cares about when it comes to executive reporting…
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Modifying a date based on 2 variables
Hello Everyone! I would like to create a formula that says If the value in the "Variable" column is "HIGH" AND the date in "Column 1" has a year less than today's year, return that date with TODAY"S year. Otherwise return that date unchanged. In other words, dates in the previous years are brought to this year, dates in…
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Restrict a Checkbox from Getting checked (With out Using Dependencies)
Hello, I'm trying to restrict a Done checkbox from getting checked before other boxes are checked first. My team created a project plan with multiple steps in the process. Each step has a done checkbox. I have a formula that fires when a specific box is checked but don't want folks to check that off sooner than they…
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Smartsheet Introduction
Hi everyone, My name is Regina and I work for a multi-hospital system in the great state of Georgia! My job title is Accreditation Specialist, so I work closely with our accrediting body and our staff to ensure we provide safe (and the best!) care to our patients. I was handed Smartsheet about a year ago from one of our…