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Dashboard Reporting Logical Filtering
Hello, I am currently devolping an Automated Dashboard Template that may function as a Site Visit Report. The project consists of developing thousands of Site Visits Reports, hence the need for an automated system and data entry. I developed a Grid and Form that will be a user-friendly tool during each site visit. However,…
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VLOOKUP/JOIN/COLLECT - Need help combining groups of emails
Good afternoon, I am stumped & hoping someone can help. In short, I have a Reference Sheet with the contact info and a Communication Plan Sheet. In the Reference Sheet, I added an Address/Filter/Email List column. The Email List is grouping all of the addresses based on which group they are in, so when you copy the Email…
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COMPLEX INDEX/MATCH arguments issue: Project Updates Tasklist
@Paul Newcome @Paul Newcome I need your expertise My manager has tasked me with referencing data from a hierarchy of rows, for multiple columns, but wanting the Parent Row to be updated from the inputs of the data in the CHILDREN rows, which he then is asking for the most recent update of that selected customer. I am…
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Is there a way to refer to another "row" within comments/conversations? Refer to unique rows via URL
As a Smartsheet user, I want to be able to refer to a row when typing a comment so I can better give context and easily give URL's to navigate quickly to the other row. ---------------------- Use Case: I leave a comment on Row 1. Row 1 is named "Product Plan". Within the comment on Row 1, I'd like to quickly refer to row…
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Mark an old submission
Hi, I have a sheet I created where a name and status are being inputted through a Smarthseet form. I am trying to figure out a formula to mark old submissions. Meaning if someone submits a name with the status of "Onboarding" and then submits the form again with the status "Hired", what formula can I use to mark the old…
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Duration is incorrect and inconsistent within same sheet
What I'm trying to do: Link "start date" and "duration" from Sheet A to Sheet B What's happening: I can link the cells just fine. But the duration is being calculated differently/incorrectly. Eg I have one row with a start date of 10/4 and a duration of 5 days. Based on the sheet settings, the end date should be 10/8…
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How can I copy data from just a few columns to another sheet?
I have a large sheet where I would like to copy the data from just 7 columns to another sheet once the data in one of the columns matches the criteria needed. For example: Copy the data from the following columns to NewSheet once the Group column says October 2021. Position Accepted, ID, FName, LName, Instructor, Email,…
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Can I start multiple workflow in the same time and using same form?
I am tyring to make an ERP system. I created workflow to approved from the purchasing department and its department's manager with email. However, i want to add multiple items in the same time and same form to approved(in item code column). How can it possible ? I tried multi select dropdown but workflow does not work.…
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Can an intake form populate more than just a new horizontal row in a sheet?
I have timeline templates built out in a cascading fashion (with parent and children relationships) using "workday" formulas and a holiday list. I'd like to start the timeline off with an intake form. The customer would enter the timeline type (telling smartsheet which template to pull) and then the start and end date of a…
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How do you link certain information from a form to a sheet or report?
I am trying to link certain information from a form to another sheet. The form is a questionnaire with a Likert scale from 1-5. If the user select a 1 or 2, they are required to put in a comment. The comment is another question which shows as a column on the sheet. And lastly, the user who is filling out the form will…
