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Automating Email Alerts for Multi-Stage Document Review
Hi, I’m looking to set up email alerts for two stages of a document review. I’ve currently configured IF functions so that, once the ‘Document Received’ checkbox is selected, the status in the ‘Primary Review’ column automatically changes from ‘Not Started’ to ‘In Progress’. Stakeholders then tick off the relevant boxes in…
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Populate a SmartSheet Template from a form entry
Hi all, I have a form where people request a guide be created. Once that submission is complete, I have to take several of those data points and create a workflow template. Is there any way to take the data from a row and map it to the template to create the client specific sheet automatically? I am thinking of something…
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How to pull cell data from one sheet to another based on criteria
I have a sheet that tracks census of sheltered animals and I want to display that census cell in another sheet that matches the room number. I had a formula that pulled that but another admin had accidentally deleted some columns/formulas. In short, I want the data from the census cell to be pulled into another sheet with…
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Populating data into another sheet when certain criteria is met
I have two sheets that I need to work together - one for project tracking and one for expenses. When I change the "Payment Status" on an activity within my project tracking sheet to "paid", I want specific data from the row of that activity to populate as a new row in my expense sheet. The expense sheet should contain both…
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Project Selector in Dashboard
I have a Portfolio Dashboard, In tht we have multiple domains and each domains have multiple projects. I have created a main Dashboard which is having a link of Portfolio and each domain overview dashboard. I have individual project Dashboard also Now in each domain Dashboard i want to include a project selector and as…
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Using report information in a new sheet
I am working on creating a streamlined way to obtain information from our 66 non-profit groups in order to request specific credentials based on what zone their group will be working in. I only need full name and email addresses from the group leads. All other information needed, I and operations managers would enter. I…
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Looking to add differentiators? How can I do that without using RAND
I am looking for a solution that woul d create a unique identifier for my row. I am using a index match formula to pull through needed fields, however the items that I am matching often have the same names on the reference sheet. I cannot adjust the names, but I would like to build a column that is unique to each row.
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How can I restore formulas and cell links in a sheet?
I have sheet that relies heavily on formulas and cell links to stay updated in real time. Recently the sheet was toggled with and no longer contains any of the cell links or formulas (only hard coded numbers). I do not know what every cell was linked to or its' formula. I tried to request a snapshot using the activity log…
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Use index that make dynamic formuale in the row.
I am trying to replicate an Excel dynamic sum in Smartsheet. I have a row containing data for weeks 1 through 52. I want to sum the values starting from the current week (based on today's date) through week 52. In Excel, I used a dynamic range, but Smartsheet is giving me an error. How can I sum a specific horizontal range…
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I cannot seem to cross reference a sheet to another sheet and im going insane
Hello I know this might be very simple but I have tried everything to cross post a value from one sheet to another and I always get the wrong ref error or the unparseable one, this is the formula I'm trying to use, please help. =COUNTIFS({RE Projects Range1}, "Counter", {RE Projects Range2}, "Complete")