Discussion List

  • Collect and display nearest dates
    In Formulas and Functions
    I have a job tracker designed to track the art components of our jobs. We would like to have a column display the next nearest due date for that row. My trouble is we may have 1-10 due dates on a given row and there are non-date columns be…
    358 4
    358 views 4 comments Most recent by MakeItHappen Formulas and Functions
  • Notification with Attachments
    In API & Developers
    Hi there,  I would like to send a notification with an attachment based of a status change. The notification works, but doesn't include the attachment. I have seen on the community that this is not possible in SS - is this still true? If…
    2452 14
    2.5K views 14 comments Most recent by Ross Novotny API & Developers
  • 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
  • Parent Row % Complete Doesn't make any sense
    In Formulas and Functions
    See attached image The Parent Row shows 7% complete based on the 1 item being 100% and all other items being in the future. The target % complete shows 20% which makes no sense to me.  There is a formula for Target % complete: =IFERROR(…
    114 3
    114 views 3 comments Most recent by Genevieve P. Formulas and Functions
  • Can I have rows in card view?
    In Using Smartsheet
    I'm trying to determine if rows can be included / added on card view. I have my lanes setup to view by status (ie not started, in progress, blocked, complete, etc) but would like to have rows also to separate my cards by team or possibly a…
    PEZ Profile Photo PEZ
    313 6
    313 views 6 comments Most recent by Joseph Borthwick Using Smartsheet
  • COUNTIF by MONTH in Sheet Summary Field
    In Formulas and Functions
    Hello, I'm trying to count the number of entries created in a month, based on the timestamp from the system generated Created field. I am able to do this with a helper column, where I perform the Month() function from the Created field in…
    1015 3
    1K views 3 comments Most recent by Stefan Formulas and Functions
  • Email User Completed Form
    In Using Smartsheet
    I 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…
    235 3
    Answered ✓ 235 views 3 comments Most recent by Andrée Starå Using Smartsheet
  • Flag if date created > 48 hours and completed column is blank
    In Formulas and Functions
    Hello, I'm new to using SmartSheets and first time poster here. Hoping you can help me with an elegant solve? I'm trying to create a function where a row will be highlighted when it satisfies two criterias: 1. if the date created has bee…
    302 7
    302 views 7 comments Most recent by Mark Berger Formulas and Functions
  • RYGB symbols automated to reflect status/progress
    In Formulas and Functions
    Hi there, Attempting to write formula to automate RYGB symbols when task is In Progress, On Hold or Complete. I've prepared a few formulas and none seem to be accurate. If someone would take a look at below attempts and let me know what ne…
    538 12
    538 views 12 comments Most recent by Paul Newcome Formulas and Functions