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Auto Assign Contact Based on another column's content
Hello, I would like help with creating a formula to auto assign someone to a row based on who was originally selected. In this example, I want to manually assign an officer and have the Team Lead & Front Office Support to auto populate answers based on who was selected as an officer. Both Team Lead & Front Office Support…
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How do I display a Max Date for Child Tasks only if there are no blank Children?
I have a sheet with many hierarchies of Parent and Child Tasks. I want to display the Max Date of the Children, but only when there are not any blank values for the Children. Objective 1 - Completion Date 8/10/20 • Task A - Completion Date 8/7/20 • Task B - Completion Date 8/10/20 Objective 2 - Completion Date TBD or blank…
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Can Index Match pull multiple records?
I am trying to pull contract numbers from an Active Contract file over to a 2nd file using the customer name as the unique identifier which is working just fine via INDEX(MATCH), however, if a customer has more than 1 active contract it only pulls the first one over. What's the best way to pull all of the contract numbers…
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Copy Rows to Build a Master Sheet out of Individual Sheets
I have ~40 project info sheets that are structured with columns to populate roll up reports for a portfolio-level executive 'dashboard'. These info sheets also have sheet summaries referencing the 'active status' and populating a dashboard with that content. I want to on my executive dashboard capture metrics (but can't do…
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Need help with RYG status formula.
Hi, I am using this formula currently to change a harvey ball based on dates. It is currently working, but I am modifying my sheet to include rows that I want to ignore for now, meaning that some date fields will be blank. I would like for the formula to return no harvey ball color when there are no dates in the cells to…
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Check off completed if items collected, with different number of items needed to be collected.
Hi, I'm trying to make a list of people and items I need to collect for them. Sometimes I need to collect 1 item, sometimes 2 or 3. The last column I want to write a formula that will check the box if everything is collected for that person. Since every situation is different and I need to collect a different number of…
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How do I create a formula to activate a flag if a column has not been changed?
I want to be able to send an automatic update request when people fail to add updates to a text column (Called Updates). Currently, this doesn't seem possible. But I thought of a workaround that may work if someone could point me in the direction of writing a formula. I thought of having a flag column that will go up if…
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Date Range formula format
I'm trying to figure out a way to get the number of rows that have a date within a certain range. An example would be if I have a column with dates ranging from January 1 2020 to August 1 2020, how many of those dates fall in the month of January? Is this possible?
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Problem with 'workday' formula
I can't seem to get the following formula to work in my smartsheet - it is referencing a column with dates in it: =Workday([Due Date]76,5) What am I doing wrong? When I type it in, it just treats the syntax as text. Thanks!
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Calculating task % Complete based on todays date
Is there a formula available to calculate % complete a task should be completed, based on todays date? Thanks