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Calcs for a multiple conditions
Hi, I want to use this formula: =COUNTIFS({1. Main Tracker Range 1}, "Pending", {1. Main Tracker Range 3}, TODAY(-1)) + COUNTIFS({1. Main Tracker Range 1}, "Confirmed", {1. Main Tracker Range 3}, TODAY(-1)) Which has two different conditions, this worked in the Summary tab. When I am referencing it is not coming out. In…
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Automation - replace existing values in multi-select column?
Hi all! I have a question about an automation I'm trying to set up. We have an onboarding status dropdown column that people can check off as certain steps are completed, and I'm trying to automate so it's not so manual and time intensive. The automation is the following: when a date is reached for date field "SIV Date"…
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Record a Date for Document Generation and Different Attachment Separately
I had a workflow in a sheet setup to record the date of an attachment and I recently setup that same sheet to perform a document generation workflow separately. The document generation workflow doesn't allow for a different date record and now is triggering the date of attachment workflow. Is there a simple way to separate…
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Conditional Formatting for Proof Approvals
Would be great if once all parties have approved a proof (using the built in proof approval feature), conditional formatting can be applied to a row. This way we don't have to go in and manually check the status on who has approved each line item. I haven't found a way to do this and have viewed a lot of forums. If anyone…
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Merged: Add HTML formatting in Automation Workflow Notifications
This discussion has been merged.
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I have reached the maximum number of Cross References, is there a way to Index Match an Entire row?
I am working on across a couple sheets where the columns contain all the same info across 7-8 sheets and the individual sheets correspond to different groups of people. I am trying to consolidate all of the info into one sheet that updates with changes to the 7-8 reference sheets. I have been doing index matching for each…
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Merged: Automatically Updating Column Options
This discussion has been merged.
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Trying to figure out the right keyword relating to Templates
I have a smartsheet where I'm trying to codify standardized steps. That is to say, I am simply writing down the steps that are involved in a particular task as I encounter them, and I'd like to be able to reuse them later. For example, all the subtasks that are involved in updated the NEXT ASSY/USED ON values on a drawing…
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How to use a smartsheet to update the form dropdown values in another smartsheet?
I have a smartsheet that contains employee names and employee IDs. I would like to use the employee names stored in this sheet to update a form dropdown list of employee names on a separate smartsheet that tracks employee activity. I was going to use data shuttle, however there is not an upload data from a smartsheet…
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Trying to change a cell value when a date is reached
I'm trying to change an invoice status to "Overdue" when the date is > 20 days later than the date in the Invoice Date column. I can't seem to find the automation conditions!