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Formula to Capture Active Projects Assigned to an Individual ONLY
I'm currently having trouble figuring out how to capture the number of status specific projects assigned to an individual. I've attempted the "COUNTIFS" formula many times, but can't seem to configure it so that it counts the number of projects by assignee IF the project status is one of the following: Not Started In…
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Email response for forms
I have a few questions regarding forms. The form I'm setting up has a field for Email Address and if the user wants a copy of their responses, they're required to enter it again at the bottom. I tried a workaround where I toggled off the check box at the bottom where they can indicate they want a copy, and instead created…
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How can I link two forms from two different sheets to put the answers on one singular sheet?
I want to be able to have two sheets with two different forms, but then I want the two forms to also have one sheet with the answers from both forms so that the answers are combined. Is that possible? If so, could you help?
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Automatically Create Report with Single Row Data?
Hello, Is it possible to use Smartsheet to automatically create a single row report and mail a viewable link? Use Case is similar to getting a package tracking number where the end user can view realtime progress on it with the unique link/identifier Below is the idea I have sketched out, but I have not found a way with…
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Copy row automation errors - does it reset?
I have automations setup to copy completed tasks to a separate sheet. When the sheet fills up and can not accept more data i received a notification that these automations cant run. So i went into the sheet and deleted or moved rows to additional sheets as needed for my processing. This freed up the sheet to accept more…
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Alert Someone Notification Not Working
I have set up an "alert someone" notification that is not working. I have edited, deleted, deactivated and re-activated it with no solution. I set up a two sheets around the same time, one works and the other doesn't.
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Export only new rows from form submissions to excel
I have been searching for an automated way to get this done. I have a pretty intense (for me personally) form that my coworkers use to track a number of things that I measure. I am pretty married to my sheet and have a number of automated workflows running with it as well. There are about 48 columns of data including index…
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ALERT SOMEONE
I am having problem to setup automation to alert someone. I have a column that shows 4 rows and another column that shows when the Alert someone should be sent out: Citrix/Network/PC Comm 1 - 3 weeks [column Communication Released Date: 02/17/22] =PARENT([Network Migration Date]@row) - 21 Citrix/Network/PC Comm 2 - 2 weeks…
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Moving rows/updating cells
I manage a portfolio of projects which I have to report on. I'm a Pro user, so I don't have the functionality that could probably make this task very easy. My project managers are required to use a company solution (not smart sheet to create project plans and updates). I've created a smart sheet that lists all of the…
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Data transformation during Excel Import
Dear SS community, I'm exploring the use of Smartsheet for payroll whereby I import 3-4 different and formatted Excel files to SS. The challenge: the excel files are formatted (think merged columns, etc) and aren't easily convertible to a .csv. Currently, I have multiple excel macros that strip formatting and walk…