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Pull account name from another sheet???
Hello, I need help with the following. I am buildig a sales pipeline tracker. On one sheet I have a list of master accounts. On the tracker sheet I have a column named account list. Can I do a lookup/dropdown to get the account names from the other sheet? I want to ensure the account names are typed correctly by doing a…
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Start Date Autofilled by End Date and Duration
I'm building a construction schedule for cabinetry across multiple projects my company has going. Is there a way to dictate a start date, date the vendor needs to start working, by the known building/finishing time and the end date, date they need to be on site. I.E. I'd like to put in the end date: 1/22/18 and a duration…
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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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completed task names auto skipping other tasks?
Hi, I am trying to create a project where depending on a certain task completing or not, the project sheet auto skips other listed tasks. This is very simple, but very hard to communicate via words what I am trying to do. For example, lets say I have a project that lists out how to drive a car. Task 1 is does it have gas,…
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Link a summary sheet to multiple workplans
I'd like to be able to link to fields in a separate worksheet based on certain criteria. I'll give an example to try and explain: I have multiple projects running concurrently; each has a separate project plan as they are shared with different stakeholders. Each project plan has an overall RYGB status, based on the 'worst'…
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Strip Time When Linking Max Modified (Date) Cell to Column with Restrict to Dates
Hi Smart Sheet Community! I am applying a formula to a cell in our project schedule sheets that I found in a couple posts to grab the MAX value of the Modified (Date) column: =MAX(Modified:Modified) + "" My colleagues and I will be linking the cell with this formula from our project schedule sheets to a "Last Updated"…
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Conditional Notification on two Predecessors
I want to set up a notification to begin a task when the predecessors of the task are completed. The tasks in question have two predecessors each and I cannot for the life of me figure out a way to have the completion of those predecessors trigger an alert to the people assigned to the tasks so that they can begin work.
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Alert when adding a new row
Hi, We have a sheet where we keep track of current statuses of our clients and this act as a mini project management tool for our clients. Each client is in a row and the stages are indented underneath. We would like to create an alert to notify specific persons everytime a new client is added, and this we have done it by…
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Formula will function in Excel but not SmartSheet
For some reason I am having trouble getting this formula to function in SmartSheet (even though it works in Excel)... I am wanting to populate a "Y" in 'Valid Approval?' column only when one of the following 2 situations occur: 1) 'Primary Approval' says "Approved" AND 'Secondary Approval' says "Approved" 2) 'Primary…
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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…