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Document Checklist(s)
Hi all I am looking for the best way to create a document tracking checklist that tracks all necessary documents in our loan origination process for EACH applicant that may be on the loan. There could be 1 applicant or there could be 5. We could have individuals or entitys on the loans as well. I need to be able to pull…
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Highlighting Individual Cells Based On Date
I am trying to figure out how to highlight a cell based on how the status of the "actual" column is in accordance with the "Baseline" column. Is there a formula or conditional formatting rule to implement that will automatically change the color of the cell to green or red to illustrate that it is ahead or behind schedule?
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Glitch Moves and Deletes Rows and Columns
Has anyone else experienced groups of rows and/or cells moving in their Smartsheets? It seems to happen overnight with 10-20 rows moving from the top of my Smartsheet to the bottom. This morning two columns were found deleted and Smartsheet doesn't have a revert function so I'll have to rebuild them. This has happened more…
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Checklist for Airbnb Cleaners
Hi all! I want to create a checklist for the cleaners who turn over my airbnb properties. I know how to create this checklist but there are a few specific things that I need it to do and can't figure out how. Any advice would be appreciated! 1) This checklist will need to be filled out each clean. That means there needs to…
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Sheet scrolling with mouse issue
Hi, I am unable to sheet scroll using my mouse. Pulling the side tag works but not with mouse since today. Any reason for this? Rgds Ian
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How to Concatenate multiple cells into a single cell within a VLOOKUP formula?
I've created a VLOOKUP formula to pull in data from a source smartsheet, into a 'staging' smartsheet but, if more than one row match the criteria, only the first row entered in the source smartsheet get entered into the cell on the 'staging' smartsheet. For instance, I'm looking for entries on the source smartsheet that…
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Google Sheet Sync into Smartsheet
I realize Smartsheet allows sync for Google form; however, does it allow sync for Google sheet and vice versa?
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Pop ups
I used the dashboard as a way to communicate to many within our organization, as many of you do. Recently, this week, it looks like now when anyone clicks on any link within the dashboard a new window opens rather than a new tab within the same window. Also the new Tab is not expandable. I do not have this issue on any…
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automatically export and then delete rows
We use SmartSheets to collect a large amount of data using a form. We reach the Smartsheet size limits almost weekly. Currently we log in each week, export the data to excel, and then delete rows based on a date criterion. I have looked at Zapier. It looks like I can have it email me the data in excel but the free version…
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Auto-hiding rows
Not sure if this is possible, but I would a row to become hidden based upon the status of a drop down. If cell is blank, nothing needs to happen. If cell is "delete" or "archive", I would like the row to become hidden. Any help would be awesome.
