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HELP ON FORMULAS
I am trying to create a formula that will change the production status automatically. My [production status] column is a drop down box with these options "Roof Ordered, Roof Delivered, Roof Building, Roof Complete". My other columns are date columns, so when the column [Roof Delivered on] has a date in it I want it to…
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#NO MATCH when counting the results of a VLOOKUP
I am trying to count how many items fit 2 criteria, one is the year, the other is the state. The issue is coming in with the state, as I just changed it to a VLOOKUP and my formulas were all working before I did that. The VLOOKUP is working, but there are a few values which return a #NO MATCH and I can't change that due to…
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Adding an additional requirement to a formula
We have been using this formula to add up the hours spent working specific clients -- been working fine. We have also been asking what category of work they have been completing at these clients but haven't been utilizing the data. =SUMIF({Kinsman - Job#1}, [Scope of Work]@row, {Kinsman - Hours#1}) I now need to add an…
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Summary Fields: Percentage of Completed Checkboxes
I'm very new to Smartsheet and hoping someone can help me. I have created a checklist, with different categories divided up by parent rows, and the tasks listed as children under the categories. I have a checkbox column and each task (in the children rows) has a checkbox. I have figured out how to calculate the percentage…
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Can a Viewer Respond to an Update Request?
Can''t find an answer to this. I need people to be able to respond to update requests and enter info there, BUT NOT enter anything at the sheet level. Can a viewer do this? Thank you!!
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Cell is considered "changed" when it goes from Blank to Filled - Why
I have a sheet set up that populates rows with information filled out from a Smartsheet form. Rows are only added by filling out the form. When a row is added (i.e. form is submitted) a notification is sent out to a mailing list of individuals. This all works fine. I have a separate workflow notification in the same sheet…
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Integrate with Bank Feed
Can I integrate a sheet with my bank (Lloyds) to automatically download new statement lines every 30 mins or so. I have to login to my bank and copy the data across all the time and would like to automate it if possible.
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Inventory
Is there a training video to show us how to do the inventory and features? We want to use this feature but I need some training.
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Help with PDF Fillable Files on smartsheet app
I have salesman that use pdf fillable forms for company use. I created a sheet that has all the forms in it as attachments. When using the desktop version they click on the attachment and it brings up the file and they file in the information and can print it. They are unable to do this in there smartsheet app for IOS. I…
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Card View - Card Layout
We use smartsheet as a CRM/Project management. Each Row is a new project we are quoting. In the rows we have over 25 different columns. The way we usually view and enter data in them is in card view. The problem is I would like to change the layout when viewing in card view, not just the order they are in, but actually…