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Pulling Status from another Smartsheet
Hi, what is the best method to pull the status update from a different Smartsheet? Our technical team has a Smartsheet of tasks and I'd like those tasks and the status be reflected on the overall project plan. However, I only want them to be required to update one Smartsheet. Recommendations greatly appreciated!
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Expired Assets - Workflow
Use Case We have assets where the usage has expired, and in BF they are marked as expired. My team though (guest users) need to see these assets at any time. They will review and determine is we should license again. How do agencies go about enabling this? This is a really important need for us. Also is there an automation…
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Require a number format
Is there a way to force input in a form to be in a specific number format? For example, require that a customer number be 10 digits, or an account number be XXXXXX-XXX?
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Finding the most recent entry
I am having issues finding the most recent update to my list of fleets. I have read about the Max(Collect()) function and don't quite get the result back that is needed. I get incorrect column value, incorrect funciton, etc. or when I have been able to get it to run I get back a 0 instead of an actual date. I have tried…
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Need help with nested IF equation
I have an IF equation that is working fine for me, however, I would like for anything that is past due to be "Red" in the task health bar. Right now, because I have "Grey" as the first clause even if an item is beyond it's end date, if it is "0%" complete it shows as "Grey." How do I adjust the formula to make any thing…
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Booking System in Smartsheets Forms
Hello everyone, I'm a relatively new user to Smartsheets and this is my first post. I have a question please about Smartsheets forms. I work as a videographer and I'm trying to write a form that allows people to hire out equipment (say for the sake of argument we only have one equipment type at the moment at that is…
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Change drop-down option in one cell based on data entered in a different cell
I am looking for a way to automatically select a drop-down option in one cell based on the data entered into a different cell. Monthly we track target goals against actual goals. The target goals stay the same throughout the year, however the actual goals are updated monthly. Based on the actual goals, monthy we determine…
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Sumifs That Excludes Parents
Hello, I am working on an ever expanding project timeline that has 100's of parent tasks that flow into potentially up to 10+ levels of parent tasks, with children tasks at every level. Given the granularity of the task management and the timeline being outwardly facing, "=sum(children())" is used on every parent task to…
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Upvote Function / Brainstorming Layout
Does anyone have a template or is there a video that shows how to create a sheet that has an "upvote" or "voting" function of any type? Ideally what I'm looking for is a way to have different product ideas listed out and then allow for our team to vote on which items they like the most.
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How to use Smartsheet for event planning
Hey there, I'm working with a group to start using Smartsheet for event planning and looking for recommendations on how to set something up for a workback from the event date for task tracking. Just looking to see how other people set up their sheets so I can potentially streamline what I'm doing. Thanks!