-
Connect email notification with smartsheet for specific users
Hello, i was looking to create a new project using smartsheet to receive alerts from specific email addresses and to log the activities into smartsheet, those notifications will be received by specific users (their email addresses). how i can start implementing that and is it doable or not? Thanks!
-
COUNTIFS - Overdue tasks
Hi, I am trying to count live tasks that are overdue but I am getting #INVALID DATA TYPE This is the formula I am using =COUNTIFS(Status:Status, <>"Complete", [End to End Due Date]:[End to End Due Date], <=TODAY()) Any ideas? Thanks Karen
-
Workload over Calendar Duration
I am very new to Smartsheets and am in process of educating myself on the product to help develop some staffing workload tools on a project basis over time. The goal is to help us analyze how employees are allocated on a project over a calender timeline. For example, we use project milestone deadlines to break up a project…
-
Automatocally changing due dates and status on recurring tasks (Monthly, weekly, etc)
How do I make a row update the due date for a monthly, weekly, and/or quarterly recurring task? I would like it to automatically change the due date to one month, one week, or three months in the future and change the status back to Not Started once a recurring task is marked Complete. I need to be able to do this at the…
-
IF statement with child/parent logic
The Problem: I need to have autonumber as a Unique Identifier for each row. When that row changes due to changing business requirements, I want to create a child row but it should not have a different Unique ID from the parent. It could either have the same Unique ID or no Unique ID, but if I have autonumber turned on then…
-
Surveying Project - How to setup the structure of Smartsheets
I need to send out Architectural Survey team out to the field to survey the existing conditions of a restaurant. Information gathered is Electrical Information (Panel Size, # of Breakers), Equipment (Make Model and serial#), Condition of Walls,etc. I'd like to send them with a Ipad with a Smartsheet form, but I'm…
-
Web Forms. How to have a default attachment (file upload)?
I use Web Forms to add new rows to a Service and Repair Register. Easy! I also wish to upload a default Job Card (Word file) with each new record, efficiently and with little chance of error. Not so easy! Is it possible to add a default file to a Web Form? My users could then select the correct Web Form, and the required…
-
RGYB Automation
I'm having issues with the following formula and I'm not sure why. Task Formula below: =IF(ISBLANK([Start Date]@row), "Blue", IF([Start Date]@row >= TODAY(), "Blue", IF(AND([At Risk]@row = 1, [End Date]@row <= TODAY()), "Red", IF(AND([End Date]@row <= TODAY(3), [% Complete]@row < 0.75), "Yellow", IF(AND([Start Date]@row <=…
-
Allowing people to access reports without having access to the main sheet
Is there any way that I can share reports with various people and give them the ability to edit information through their report without sharing the main sheet with them? In other words, giving them write access through the report, but not allowing them to see, open, write on, or access the main sheet in any way? They…
-
Conditional formatting based on time from today
I want to create conditional formatting rules on a Date column and cannot figure out how to enter Today in the criteria Example: Select column = EOL Date is < TODAY = Red is between TODAY() and TODAY() + 180 = Yellow is > TODAY() + 181 = Green I can do it in Excel just fine but when i enter TODAY() in the criteria it says…