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Cell value for main or subworkflows.
I am trying to create a formula or workflow that changes a cell value to a value in another cell. I tried with workflow, but I can only assign a text or specific value from a drop down. But I want to assign a value from a specific cell. Formula would help, but this then needs to change depending if the cell is already…
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In Smartsheet, how do I lookup and return different values from sheet 1 to Sheet 2 in one cell?
Hello, In Smartsheet, if I want lookup and return different values from sheet 1 (Test-IMS) to Sheet 2 (Test 2-SOS) in one cell, what should I use? Note: The two values from Sheet 1 will be different. Let me know if you have questions or I need to clarify more. Thanks,
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Filtering for Linked Cells
I am trying to run a report for all of the cells in my "Last Contact Date" column that are not linked to another cell. We have separate teams who are populating separate sheets (SS Logs) so we can link the dates back here, but until they do, we'll just see the dot indicating it's linked with a blank value. The full sheet…
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Filtering by Cell Links
In our workflow, we rely on cell links to populate data from separate team sheets (SS Logs) into a master sheet. Currently, when filtering our linked "Last Contact Date" column for blanks, the filter includes: Cells that are blank and not linked Cells that are linked and the source cell is blank This makes it difficult to…
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Table View Matching
I'm doing a column match in table view. Here's the results I got: When Source Sheet primary column is a calculation = No Match 2. When Source Sheet primary column is manually typed = Match Nothing else is different, is this a limitation that you can't match on a calculated field? The column types are both Text/Number.
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Reference links break in formula
I want a formula that can reference updates on another sheet and add the info onto my sheet. The other sheet is a schedule that has job locations and PTO time for each individual on each day of the week. I want to know the dates that each individual on the sheet has an upcoming PTO, and for my sheet to update with 'PTO' on…
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Is it possible to send emails to form submitters?
I have a public facing form and was looking to provide an automated response to the form submitter, but the submitter is not part of our organization/part of contact list. I would like to use the e-mail address they provide to send an answer. Hopefully with the document attachment that is created automatically through…
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How can I set up recurring tasks in Smartsheet?
I need tasks that repeat (daily, weekly, monthly, yearly). Each should show a due date and a “Completed” checkbox. When I check it off, I’d like the task to log in an archive sheet with the completed date and then reset on the main sheet with a new due date and cleared checkbox. Has anyone found a simple way to do this?
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System to manage ideas into improvement initiatives
I'm trying to create a system to take improvement ideas logged in a sheet through a triage process for each business unit and then finally into improvement initiatives that will address multiple ideas. My idea is to have a sheet that sits behind, and the reports for each B/U for both the triage and initiative stages that…
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Lookup Value Issues
I am trying to populate a column from Sheet A into Sheet B and Sheet C. My Lookup column for Sheet A is formatted as such so there is a ' in front to account for ones that have a leading 0 and some do not. Each ID should be 6 digits long. I made a helper column looking at this Dealer ID column to try and get rid of that…