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Pulling from another sheet based on conditions
Hello everyone and thanks for any help you might be able to provide me, with my project. What I am trying to do is update a single sheet and have as much of that information populate another sheet as I can, but only if the customer is a certain one AND the "SFDC Category" = "Closed Won". Here is what the first part of my…
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Version snapshot Saving
I have multiple editors who make changes. Assume that I cannot trust all of them. In this scenario, I would like daily versions to be saved (not eternally, but maybe for the past week) and permanently maintain weekly version snapshots. Something like gsuite versions. Anything like this possible? I know, cells contain…
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Formula fails when zero is entered through API unless strict is turned off
Found that if you enter a zero formatted as an integer into a cell using smartsheet.csharp.sdk.2.83.0 and don't turn strict off any formula referencing that cell will fail with Invalid Operation as I'm assuming it is recognizing as text. If strict is set to false however the formula's will work correctly. Looknig at the…
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How can I delegate my smartsheet actions to others when I'm on vacation?
I am going on vacation and realized that my smartsheets need someone to manage them while I'm away. The only way I was this was to manually update every automation that includes me and add my vacation backup. It would be great if there was a way to set my profile to away and delegate someone else to act on my behalf. Is…
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COLLECT criteria Date is NOT Blank
=COUNT(COLLECT({ContractPayments Range 3}, {ContractPayments Range 1}, Agreement@row)) Above formula works fine, but I want to add another criteria to it where I check if a Date column value exists. I tried below variations, but both do not yield correct answers. =COUNT(COLLECT({ContractPayments Range 3}, {ContractPayments…
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Formula to return multiple contacts based on multi drop down options
Okay, I'm trying to write a formula to automatically populate a contact based off the information selected in a multi drop down. I have a separate sheet that lists the appropriate contact for each item (Sheet Name: HR Contact for Reminders). In the sheet "Seasonal, CDL, & Missing Requirements", I want the "HR Contacts for…
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Lookup in one column to enter text in another
I want to look up a value from a dropdown in one column and enter text into another column based on the value found in the first column - is this possible? I can't seem to work it out! For example, if 'Column A' is '123', 'Column B' will populate with the text 'Great'. Again, if 'Column A' is '456', 'Column B' will…
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Match Volunteers to Meetings
I need a way to match a list of volunteers to meetings in their area. Sheet A houses volunteer information, and the input is a Smartsheet form. Very basic, houses employee info and state (has multiple name columns because I added the "Name" column as a contact column while I was playing with formulas. Ultimately, it will…
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Topic: Move Record Issue: Downstream Receiving Table Column Formulas will not stick on incom. recrd
Hi Team, I have move record functionality in my tables, and for some reason, the incoming records coming into my tables will not inherit the formulas on the columns... even when I have two template records hidden on each sheet which I need this to happen... the template records formula from the accepting table is EXACTLY…
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Date Calculation: Subtract Days from Original Date
So, I'm a beginner in Smartsheets. I'm trying to build a sheet that has one "parent" date that the rest of the dates are "born" off of (e.g. T-27 days, T+14 days, etc.). I'd like to avoid using Duration because the start date isn't firm (but the end date is). I've been all over the community help section, but no matter…