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Salesforce Connector
Good evening - We use the Salesforce Connector to sync account information to Smartsheet. Syncing all accounts to a single Smartsheet exceeded cell limits. So, we created a different Smartsheet for each account status (i.e. Client, Former Client, Vendor, etc.). I hoped to create an automation that would remove the…
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Copy to other Smartsheet when row is added or UPDATED
I have two sheets, lets say A & B, which are currently blank and will be used to gather patient information. I'm trying to copy anything entered in sheet A to sheet B including if an updates have been made (e.g. if a name is entered incorrectly in sheet A and later corrected, sheet B will be updated in the same row and not…
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RANKEQ with multiple filtering criteria
I have been trying to rank my rows that are listed as "Tier 1" in the {Level} column in order of importance based on the following criteria: 1) Highest Rank: Rows with the oldest {R/O Create Date} AND BOTH {OOS} and {Warranty} columns are checked. 2) Second: Again, oldest R/O create date, with the {Warranty} column…
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Can I use Summary fields in formula
I have created some sheet summary fields to count the number of records that meet a specific criteria e.g. Fire Doors - Pass is the summary field and the formula is =COUNTIFS([Last Month]:[Last Month], ="True", [Fire Doors]:[Fire Doors], ="Yes") I have done the same for several other fields too e.g. Fire Exit Routes -…
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Replicating a Excel formula in Smartsheet
I am trying to replicate a formula in Smartsheet from an Excel formula. However, Smartsheet is returning an #INVALID REF error. I have attached a picture of the formula in both formulas. ANy guidance would be appreciated. EXCEL…
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Budget Rollup based on used Resources
I currently have this formula for my budget =IF([Resource Helper column]@row > 4, [Quoted labor budget ]@row - (200 * ([Resource Helper column]@row - 4)), [Quoted labor budget ]@row). I want to do a roll up each time an additional resource is added in the child rows and any additional rows for created for each project. Im…
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Is there a FORM ID?
I have multiple forms that can be used to submit data to a worksheet, and I'm wondering if there is a FORM ID that could be used in a column so I know which form was submitted. If yes, is there a specific formula I can use in a column to identify the Form ID and Name of the form?
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Index/Match Formula Behavior
Hello, I'm encountering an issue with the INDEX/MATCH function. When the value in the cell being match does not find a match and is recognized as text rather than a number, the formula does not return 'no match' as expected. Instead, it displays the last entry in the reference range. Formula in cell Category Index/Match…
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how to fix #DATE EXPECTED from collect formula or index
I am using the collect function to pull a start date from a project sheet (which has project setting enabled) with two criterias. first criteria is to reference a task name and second criteria is pulling another column
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Column Formula to populate a Helper Column
EDIT: I just realized this is listed in the Add Ons and Integrations section rather than elsewhere, but I cannot move it. I have created separate helper columns to return the value in [Plan Start Helper] for any of the matching [Opp #] where [Plan] contains the word "Plan" (I have other helper columns that need to search…
