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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…
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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…
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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…
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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…
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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…
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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 <=…
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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…
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If Statement Comparing Date of Text Entry Between Columns
We work from a running tracker were there are a series of dates (entered as text, not an actual date) are entered into different columns to signify when certain steps have been completed. I am trying to find a way to automate a flag or alert or something to designate how many days go between each step so we can easily see…
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Sharing Reports without sharing sheets
We want to share reports with customers so they can see schedules but do not want customers to be able to view other customers schedules on the primary sheet. In order to share a report we must also share the primary sheet. Is there a work around for this?
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SMARTSHEET MERGE, HIDE SPECIFIC COLUMNS
I built a Fund Allocation Request form that makes people produce PDF for printing at the end of the process. To be able to produce the PDF, I use Smartsheet Merge. But I ran into an issue of confidentiality. Since the form is a finance thing, we don't want the users to see how much funds are requested for each items. Yet…
