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Daily Update Solution without the need to open the sheet, use Zapier, or similar
Hi everyone, Happy New Year! I hope you're well and safe! I've developed a way to use the newly released Record a date feature to update sheets with today's date automatically without the need to open it or similar. 1. Add a so-called helper column. (Date). We can call it Today Helper and add a date before the current day.…
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How to convert multiple email separated by commas from Text column to Contact list column?
I have a text column that has multiple emails and each email is separated by commas and i am trying to pull those multiple emails to contact list columns (I have allowed multiple contacts per cell ON) and be able to send alerts. However, when I do that it just stays as text, not contacts. Does anybody have any idea how I…
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Company Holidays
Currently Holidays can be configured in 2 locations on Smartsheet. At the administrator portal and at the sheet level. It would be ideal if at the sheet level you could select pull in holidays from your administrative settings. This should be something you can do when creating a new sheet from a template so that you do not…
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Remove Primary Column From Report
I am running a report from my sheet however the primary column shows up even though I did not select it and I cannot hide it. I don't want/need it in my report. I was wondering if there was a way to remove or prevent it. Thanks!
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Sheet - Format Cell Border
The ability to format cell borders with line style and color.
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Customer Survey and NPS Scoring
I have set up of customer survey that includes an NPS question. I am not too familiar with reporting and dashboards yet, so I am having a difficult time envisioning where I should do my NPS calculations ie. Intake sheet, separate sheet, report, etc. This is also my first "solution" build. Currently, I am putting the…
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WORKAPP VS. JUST A DASHBOARD
I have a Use Case where I'm deciding whether to use a just a Dashboard with Several Dynamic Views vs. setting it all up through a WorkApp. I have not used WorkApps yet, so am wanting to understand any advantages or features with using it. Use Case: Streamline our Single-Order process with a Key customer. [ They desired a…
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COUNTIFS Function of # of Values Used in a Median Calculation for Metric Sheet
I have a formula in a metrics sheet where I am successfully calculating the median of values that meet a specific date range: =MEDIAN(COLLECT({Resi - Financial Approval Duration}, {Resi - Enter Stage 7 Date}, AND(@cell >= $[Start Date]$1, @cell <= $[End Date]$1))) I now want to calculate in a adjacent column the total…
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Direct Email Approval Button for Smartsheet Automation Workflows
Integrate a direct approval button within the email notification itself that allows users to approve or reject requests without the need to transition to a web browser. This button would perform the same security checks and record the same audit trails as the current browser-based approval, ensuring that the process…
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Add Work Insights to Dashboards
I am trying to add summary charts to a dashboard, however it requires numerical values which are impossible to add for what I am trying to show in the chart. Excel can easily create a variety of charts to show me how many cells in a column show specific data, and the Work Insight in Smartsheet also shows me the data in the…