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Add Column for Date Record is Closed
I want to create a new column that is a formula. The Status can be blank, Open or Closed. Once a record is closed it will not be reopened. If there is reason to do so, a new record will be opened and it will reference the original. This has only happened once. This date column should be blank unless the status of the…
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Transfer ownership of Smartsheet items
We created a workspace and made our client (from different organization) the owner, but there are still several sheets, reports and dashboards that are under our ownership. We are not a licensed user anymore. Is there any way for us to transfer ownership of all items to our client (without having to do it one by one for…
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Transfer ownership of Smartsheet items
We created a workspace and made our client (from a different organization) the owner, but there are still several sheets, reports and dashboards that are under our ownership. We are not a licensed user anymore. Is there any way for us to transfer ownership of all items to our client without having to do it one by one for…
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Cell Linking to Wrong Sheet When Provisioned
In our blueprint in Control Center, we have added a new sheet that has several cells linking in from another existing sheet. In other sheets/projects, the cell links update so it links to the new project sheet when the project is provisioned. However in the sheet we just added to the blueprint, the sheet is created just…
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Enhancement Request
Hello, I have a few requests that would enhance my Smartsheet productivity that may be useful to others as well. Please redirect my post if this is in the wrong area since it has been a while since I've posted if at all. I understand that some of these features may be available in the premium add-ons that Smartsheet…
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Merged: Required Fields in Automation Workflows
This discussion has been merged.
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Can you add a hyperlink to a cell that's linked in from another sheet?
I'm working on a tracker & we're basically trying to find ways to combine columns. Currently we have a Sheet Link column and a Revenue column. We manually add the hyperlink to the Sheet Link column while the Revenue column links in from another sheet via formula (based on a unique ID in another column). Our goal is to…
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Resource Management Question
Hello, Using the PMO SmartSheet template, I have created a PMO to organize all of our Information Technology projects. It is working well and rolling up to the Portfolio Level. What I am struggling with and need advise on is my IT team has a lot of little projects that they can complete in 1-2 weeks and usually requires…
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Setting Up Color Format For A Date Field After 14 Days of Inactivity
Hello, I currently have two columns: Milestone Status and Date Updated. I set-up a workflow so when a user makes a change to a cell in the Milestone Status column, it's subsequent Date Updated cell marks the date in which the Milestone Status cell was changed. I want to set-up a function where, if a user has not made any…
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End of Month Function
Good afternoon all, I'm trying to figure out how to apply the =EOMONTH(A1,0) from excel into a smartsheet. Any guidance on this would be most appreciated! Thanks!