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Override formulas and hard code cell values once a row has been locked.
I'd love to have a condition where cells or columns are hardcoded or locked once critiera is met. Currently the lock feature does not override any formulas, so values can change within a locked row should a formula trigger a change. This defeats the purpose of a locked row in my opinion. Since we have many helper columns…
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Merged: Add Monthly Flexibility to Incurred Hours Reporting in Resource Management
This discussion has been merged.
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Is anyone using Smartsheet as their CRM?
We are looking to convert to Smartsheet as a CRM, but wondered if anyone has done this and the steps they took to develop their system. Also, transferring the information from the current CRM onto Smartsheet, any tips for how you did this, manually or via CSV file? Need some help.
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¿Como se modifica el nombre de la tarjeta de pago en los datos de facturación?
Necesito actualizar mis datos de facturación y sólo me permite cargar los datos de la nueva tarjeta pero encuentro donde cambiar el nombre de la tarjeta.
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Help Escalating an Issue?
Hi Community, Has anyone successfully escalated an issue with Smartsheet billing or support? I’m struggling to get meaningful resolution. I paid our invoice in December, and shortly after received a second invoice. During my initial call, I was told this was a duplicate related to an account change we discussed but…
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Options to display all formulas/functions in a sheet
Hi Community, I am a new user and would like to know if there is a way to view the formulas/functions within a sheet either as an ad hoc toggle on/off feature/shortcut or by leveraging the report builder. I understand that we could copy the formula/function body as text to a hidden column for reference or reporting.…
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Microsoft Dynamics D365 Finance and Operations
There is only a connector for Microsoft Dynamics D365 but our company uses the Finance and Operations Dashboard for Microsoft D365. It will only pull information from CRM and there's no connector for the Finance and Operations information that we track. We have to manually enter that data currently because the connector…
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Formula for 2 values, whichever is larger
I am needing a formula for "[2026 Media Plan]*.05" OR "5,000" whichever is larger. I know it's an OR statement, I just can't quite get there. Thank you!
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Issues connecting to Entra ID for SSO
I'm looking to integrate SmartSheet with Entra ID. The goal is to configure SSO and have auto-provisioning. I've followed some of the steps provided already and seem to do what is expected? Is there more documentation somewhere that can provide some clarity?
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Budget Management
All I wanted to show you how I am using smartsheet to keep my budget reporting in real-time. I have 3 sheets 1) A Budget sheet 2) An Invoice Sheet 3) A Project Action Log The purposes are as follows Budget sheet This houses my line my approved budget using MasterFormat and also my Non-construction costs like Architect…