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auto completion date
Hello, fairly new to Smartsheet and I have a question. We have a sheet for PO requests and one of the columns is for "Status" , it has several options from a drop down menu. What I would like is for our "Completion Date" column to automatically show the date when a status is changed to "Complete". I don't care about any…
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Additional workflow/automation actions
Scenario: In our project, we have a weekly reporting cycle. In some of our sheets, we have a field that is "previous status" or "previous actions" or other similar ones, you get the idea. Desired action: have an automated flow where, once the end of the cycle is reached (any configurable date, friday evening for example),…
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Conditional formatting based on time from today
I want to create conditional formatting rules on a Date column and cannot figure out how to enter Today in the criteria Example: Select column = EOL Date is < TODAY = Red is between TODAY() and TODAY() + 180 = Yellow is > TODAY() + 181 = Green I can do it in Excel just fine but when i enter TODAY() in the criteria it says…
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Conditional lock
Hello, I am trying to develop a shareable sheet in which some tasks are listed along a row and check boxes are used to indicate a task has been completed. Would it be possible to lock these checkboxes if its previous one haven't been checked? In this way a process flow would be enforced. Perhaps the solution would include…
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Expand Project Row
Hello, I would like to know if you are able to expand a row into a dashboard view. For example, if one row shows a project I am working on, and I have included several notes.. is there a way I can blow it up into a quick view of all items of included in the row (notes, dates, etc.). I would like to show/send the project…
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IF formula help to gray out a status
Hi Community...having issues with this formula working for the "Gray"Status. The other criteria is working so can't figure out why I can't get gray status to work. =IF([Actual Progress]10 >= ($[Week 1 Target Progress (Aug 22)]10 * 0.8), "Green", IF(AND([Actual Progress]10 < ($[Week 1 Target Progress (Aug 22)]10 * 0.8),…
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Formula Help
I'm having trouble putting together a correct formula or workflow to do certain tasks. I have a rent tracker spreadsheet and want a formula to basically say "When it's 30 days prior to the Rent Increase Date then automatically turn the Status Column drop down to red. Once the Status Column drop down is changed to green…
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Editing Conditional Formatting Rules
Hi, Is there any way to edit the rules in conditional formatting? For example, if I have a rule that has 10 conditions, is there any way to go into the rule and delete one of the conditions? Example: If column 1 is 'yes' and column 2 is 'in the past' and column 3 is 'blank' and column 4 is 'not blank', and i wanted to…
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Can you do if this then that for auto entry from drop down list
I want a column to chnge its value from a drop down list when a criteria is met. What I am after is a column that is titled "ready for invoice" and is a check box. I have another column named "currently assigned to"that shows the seperate departments on an account and it reflects which department is resposible for the…
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Auto Assign w/in Marketing Request Tracker
I am trying to figure out how to write a formula to auto assign a task when it meets different criteria. For example, my column is "Type of Request". If it is Creative, then I want to assign Kristi from my contact list. If it is Product, I want to assign John. I have 7 different choices within the Type of Request column…