-
Need some suggestions with highlighting info on a tracker
Hello everyone, I am looking for some creative support with a sheet that compiles milestones and dates from other trackers to an aggregated sheet with linked cells. The purpose is to share dates/milestones for each project with each column being a different project and the vertical axis being the milestone or deliverable…
-
Automation Single select - Change cell value
Hi, I have single select with Group A, Group B and Group C. The goal is that when the person filling out the form picking one of these that one of these groups that on the sheet the price per unit fills out. If in an automation can I set it up so when a new row is added, depending on what single select group was picked,…
-
Alert When Number of Rows with an "Open" Status Goes Above 300
Hi there! Has anyone tried this? We have one case for each row and they have basic open and closed statuses. Higher management wants to get involved in monitoring the list when the number of open cases goes above a count of 300. I added a hidden column with an if statement that will turn 1 when the number of open cases…
-
Move to another sheet when date is x months old?
Hi, is it possible with an automation or set up a formula to move a row to another sheet after it three months old? I have a date column, but I can't find a way to move it by date. Thank you
-
Removing duplicates by moving to another sheet
Hi, I have sheets A and B. Sheet A is set up that with a row that marks all duplicates as 2. I want to set up a formula that says, "If a column Duplicates is marked 2 and the customer information contains the word outdated, only move the first occurrence to Sheet B. " Leaving one copy of the duplicated on the sheet. Thank…
-
Prevent Overwriting of "Handler" Column
Hello, We have a smartsheet for our support team to claim requests submitted. As of now, when a form is submitted- every member of the support team receives an alert. From there, one of them must enter the sheet and elect themselves to handle the request (dropdown field with their names). We've run in to an issue where…
-
Metrics: Using the metrics template and metadata
I have the following setup: An Individual Project (Individual) A Dashboard Rolling Up Projects Assigned to an Individual (Program) A Dashboard Rolling Up All Projects (Portfolio) Each of the Individual, Program, and Portfolio has a metadata report and a metrics report Problem: I have to manually link the portfolio,…
-
Team Vacation Planner - automation to notify if too many people are taking the same day off
Hi there! Is there any way smartsheet can set up an automation that if there are too many people taking the same day off it'll send an alert to me? I have a start date and end date column I also have another helper sheet with each day (excluding holiday, Saturday and Sunday) in each row and different departments as column.…
-
Are you able to resend updates request that were triggered by an automation?
I have users that misplaced or lost their update request email in Outlook and they want me to re-send them the link to update their specific projects. I know I can do it manually per each project but that will take some time to resend those out. Looking for an easier way. Is this possible to resend the original email I…
-
Record a date in deadline field when resource management is on
Hello all I have a request form that works great and I am using it for resource management as well. This means I have start date, deadline and duration. Initially when I receive a request I manually put the start date and deadline. Sometime my team finishes a task "early" and the workload will still show up in their…
