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Workflows updates
Hello, I wanted to know if there is functionality for the following: I have two sheets, #1 Master and #2 Calendar. I have set up an automatic workflow: when a tick box on sheet #1 Master is ticked, a row is copied to sheet #2 Calendar. I then realised that if I needed to update anything on #1 (after the row was copied…
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Conditional Charts in the Dashboard
I would like to display a KPI if a condition is true ([boolean field] = true). Scenario: I have a helper sheet checking data entries for errors and a second helper sheet counting the errors. I would like to display a KPI on the dashboard showing the count of errors only if errors exist. The KPI then points to a report that…
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Conditional Formatting for SmartSheet App
Currently there isn't a way to color code cards/line items in the SmartSheet app. This would be a huge help for triaging tasks to the correct group as its easier to identify a color than a small text on a handheld device.
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Forumlas that have shading to alternate every other row which also update when rows are deleted/adde
Good afternoon! I did use a pair of formulas based of digging I did on the forum, both a =ISODD and =MATCH, with an AUTOID column, but I think I'm making it harder. This sheet is based off a form which will add a row per submission. I'm wanting to alternate the shading every other row via conditional formatting, which it…
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Conditional formatting for dates that are X amount of time in the past
I have a sheet where I would like one column of dates to be conditionally formatted to show if the date is greater than 5 years in the past. For example, once a record is greater than 5 years old then it must be archived. We would like to easily see when this occurs or be able to create a workflow to move them to another…
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Barber pole and crosshatched backgrounds
Would like to see the addition of barber pole and crosshatched variations to background formatting. This would be beneficial in visibility in conditional formatting for say TBD and Blocked items.
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Conditional formatting
I have two columns in my smartsheet that are dates. I would like to set a conditional formatting rule that says 'If column X is after Column Y then apply this format', is this possible? For example 'If 'Date issued' is later than 'Date Due' apply this format' Thanks
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Recurring Tasks
Hello I am setting up a smartsheet that will be used to track all the recurring task we have to do in a year. The frequency at which these repeat vary drastically so I wanted to see how one would format their sheet to account for this. For example I have a task that needs to be done the Monday following all major holidays…
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Document Generation/Dynamic Views & Conditional Formatting
How can I set up a generated PDF document to carry over the conditional formatting from my grid? Can the Dynamic View also show the conditional formatting applied to the grid? This works for reports but I haven't been able to figure out how to set the document or view up to show the conditional formatting in the grid...…
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Removing Duplicates from a Report
Hello, I have a sheet with many line items, some of which share some columns that have duplicitous information. I would like to pull a report from that sheet to display certain information on a dashboard and, ideally, within the report, run a conditional format to remove the duplicate line items. I am also reading up on…