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Using Multiple Forms to Update a Single Row
Is there a way to use multiple forms to feed into a single row? An example would be our orthopedics program. Our coordinator collects several pieces of information from multiple departments (OR, Pre-Surgical, Med/Surg Nursing Floor, Education, etc.) Can I build something so she can create a row per patient with their ID…
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Auto fill date and time emailing the wrong information?
Greetings, I set up a very simple form pictured below where someone could select their name from a drop-down and hit submit. On the back end, I have a column called date which enters the date and time of the submission. This information is then emailed to myself and a manager with all of the information in the row. When I…
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Perpetual Contract Renewal Formula
Hello All! I am trying to create a formula that will automatically update the end date to a contract based on a renewal timeframe. For example, Contract Start date 12.31.19, Contract end date 12.31.20 at the end of the contract, the contract will renew for 1 year perpetually on the same date. Right now we are at 11.8.24,…
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Default Sort setting
Hi, How can I set a default for sorting in a sheet? For example, I have a system "Modified Date" column, and I want the sheet to ALWAYS sort by descending order, i.e. the most recently modified on top. I want the sort setting to stay even when refreshed, and when I'm editing in the sheet that the modified row will…
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Inspection tracking template - functions
Hello, I am using the Inspection tracking template and it includes the following function: =COUNTIFS({MED1}, "No", {Date}, MONTH(@cell ) = $[Month#]@row) I would like to measure the number of violations per room, rather than per month but I am having difficulty knowing how to change the {Date}, MONTH(@cell ) =…
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Automation - While copying/Moving Source Sheet to Target Sheet, how to update columns in Target shee
I have following questions related to workflow automation Is it possible, based on certain conditions in Sheet-A copy Sheet-A to Sheet-B and manipulate another column in Sheet-B (This Column is not in Sheet-A) through a function? Based on certain conditions in Sheet-A, will it be possible to delete a row in Sheet-B?
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Pull dropdown menu options from one sheet into another based on a defined cell
Hello, I am curious if there is a way for Smartsheet to populate a designated column in one sheet with dropdown options from another sheet based on the conditions of a cell in the sheet the dropdown should appear in. For instance, if Sheet A has a specific value in the cell, you can pull in the dropdown menu from Sheet B…
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Dashboard Abilities/ Functionality
I am making my first dashboard, and I'm wondering if there is a way to make a report appear in the report section when clicking on a widget. For example, I would click one of the dates below, and a report would populate in the section below for each year/ separate report (see image below):
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Merged: Allow Certain Users to Make Edits to Specific Columns
This discussion has been merged.
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Perpetual Renewal of Dates
I have run into a little issue with a formula. It isn't adding the renewal timeframe correctly Formula: =IF(TODAY() > DATE(YEAR(TODAY()), MONTH([Agreement End Date]@row), DAY([Agreement End Date]@row)), DATE(YEAR(TODAY()), MONTH([Agreement End Date]@row), DAY([Agreement End Date]@row)), DATE(YEAR(TODAY()) - 1,…
