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Time Elapsed to Today in Months/Years
Hi! I'm trying to figure out how to use the NETDAYS formula to show how long someone has been a member of a certain team. I can't get it to measure to today using the formula that the website suggests. I want it to be running so that whenever I log on I can see the time elapsed to the day I'm looking at the sheet. Can…
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Portfolio Reports
Hello! Has anyone run into an issue with Portfolio Reports similar to the below and has a suggestion? We have a portfolio report set up based on the portfolio and it is bringing in sheets automatically based on the templates we have in the portfolio. Whenever we log out of Smartsheet and log back in, the report resets…
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Automated Workflow - Assigning Multiple Contacts to a Cell
I have create a project intake form for my program. In my form, I ask the user to select the departments that a project will involve (e.g., Communications, Product Development, Field Team, etc.). I then created an automation where, depending upon the department selected, a person was assigned in a contact column to the…
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User Status Change from Editor to Viewer
Has anyone had an issue where collaborators have lost their editor access to a worksheet? If so, how was it corrected? I have tried removing and resetting, clearing history cache, ensuring Publish:Read Only is OFF, etc. I could rteally use some help.
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Complete % calculation issue
I’m having an issue with the % Complete roll-up in Smartsheet. In the File Storage parent row (line 10), two out of the three child tasks are marked 100% complete, but the parent row is still showing inaccurate % instead of calculating the summary correctly. Could you help check why the parent row is not calculating…
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Formula returning "2" suddenly, other cells, same formula not returning the "2"
Please see attached, formula has worked for a long time an typically pulls the data from another sheet as intended. I looked today and suddenly I have a "2" in a lot of the empty fields, and cannot figure out why. The formula I am using: =IFERROR(IFERROR(INDEX({PERFECTION YARD CHECK RO #}, MATCH(VIN@row , {PERFECTION YARD…
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Make dashboard widgets interactive and drillable (click into segments like Tableau)
Dashboard widgets are currently mostly static. I can display counts and charts, but I cannot click into a specific part of a widget to drill into the underlying records. It would be a big usability improvement if widgets supported interactive drill-down. For example: Click a bar segment (or stacked segment) to open the…
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Self-Contained Process Management
Hello all! Wanted to share that I've had several success stories using Smartsheet as a process tool that is self-contained with high visibility for every point within a process with nearly 0% process leakage. I use Smartsheet internally for change management engagement tracking, task tracking within a specific engagement,…
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considering switching from CRM to Smartsheet. What's the best way to ensure a smooth transition
Do we have any standard templates related to CRM in Smartsheet? Appreciate insights and advice from those who have undergone similar transitions or have expertise in utilizing Smartsheet for CRM purposes. Specifically, I'm interested in: Strategies for migrating data from our current CRM system to Smartsheet. Best…
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Can't resolve view only status
My user is in view only and we can't change it. My user was granted enterprise access and I've request admin access and been assigned it but my user still is view only. I was able to to do everything and I had to renew my license on my user, which is fixed. Sheets that I had created I can't even edit.