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Lookup in one column to enter text in another
I want to look up a value from a dropdown in one column and enter text into another column based on the value found in the first column - is this possible? I can't seem to work it out! For example, if 'Column A' is '123', 'Column B' will populate with the text 'Great'. Again, if 'Column A' is '456', 'Column B' will…
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Fill field with date when condition is met
Hi, I have a tracking sheet for status changes on activities. In detail, I'm tracking the status of potential partners being onboarded. So I need to track, when the initial contact is met, when a contract is signed and when they are active. For each stage in their Journey I'm changing the status field, by moving the card…
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Trouble with RGYB and blank dates
Hello! I am working with a Health column that refers to our Status column and start/end dates. I have a formula that is working once the dates are entered, but when I use a fresh templated sheet and there are no dates, it looks as if all the tasks are delayed. (see pic) I would like: Green if complete Yellow in in progress…
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How to apply the same 5 different criteria's in conditional formatting for multiple columns quicker
Hi, I have set up a smartsheet to measure the performance of staff. So 0 = not evident 1= somewhat evident 2 = Evident 3= Above Expected Once the performance of a staff is observed, the observer keys in either, 0, 1, 2 or 3 etc under the persons name. There are over 30 different criteria's to look at. So Mary might be a 1…
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Email from Rule
Hi everyone, I have a rule set up to send me an email whenever a row is added. I'm not sure why, but when the email comes through, the fields are highlighted in yellow. Is there a way that the information comes through without being highlighted? Is the rule correct? Attached are images of the email and the workflow. Thanks…
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Drop Down List Data Validation
My team and I are new to Smartsheet, and after 2 days of using the software, have already found a couple of major road blocks that will likely keep us from using Smartsheet. The biggest is the inability to create a drop down list that uses data validation to pull a list of options from another Sheet. (Example - one sheet…
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Is it possible to set up conditional formatting to alert when a duplicate entry is inputted?
Is it possible to set up conditional formatting to highlight or alert someone if a duplicate entry is being inputted? I am looking to highlight the DOC ID if it has previously been entered into the sheet.
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Conditional Formatting Not Working with Formula: change colour based on date
Hello everyone, I'm trying to conditionally change the background color of a date column based on if it is today or yesterday. It works just fine if I type in a date, but if the date is populated via formula then it doesn't work. I have tried disabling and re-enabling with no luck. The cell in question references 2 other…
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Legal projects/task management sheet
Hi, I’m part of an in-house legal department. The company has different departments and different types of contracts/advice they require us to produce. To track the work, I have created one sheet for the legal team to use, covering all main "legal work" categories and then broken down to sub categories, tasks and then sub…
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Is it possible to add a delay to a task if it doesn't have any predecessors ?
I have few tasks in my sheet, which are not independant of other tasks. The dependencies have been swtiches on in the gantt view. Is it possible to add a delay to these tasks without manually changing the dates ?