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Report shows dates from sheet summary but not text
I have created a sheet summary and copied same format to other sheets. A number of fields in the sheet summary contain linked data from the actual sheet using cell linking. This includes dates and text. When I created a Report (summary sheet) to draw from the three sheets, the dates show up in the report in the respective…
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Sheet automation with a mix of relative dates and date ranges
Hello, One of our teams is using Smartsheet for team calendars, tracking things like time off, travel, working from home days, etc. Key notification criteria is based on start and/or end dates. Currently, their notification is setup to trigger when the start date is today. This doesn't catch when there is a date range…
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Prevent Formula Overriding
Hi there! I have a column set up to indicate Task Progress (can choose from dropdown: Not Yet Started, In Progress, Nearing Completion, etc.) but also would like it to automatically mark "Complete" if another column (checkbox formatting) has a marked checkbox. The issue I'm having is that the formula erases if someone…
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Project Approval Received / Master Project Sheet Populated
I'm trying to setup an intake process where a new project is submitted through a form and appears within a project intake sheet for review/approval/denial. If approved, I'd like certain, if not all, column values for new projects to be copied over to a master sheet, which includes additional columns for project charter and…
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Nested IF Statements and RYGB balls
I have a status column that is being manually entered based on the days past due. I am trying to automate RYGB balls. I have gotten the equation to record what I want for Red and Green, however, I would like to have a blue one appear if the if the status is in queue. The problem I am running into is that the Days Past Due…
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Card View by Contact List column type
Hi there, I have a sheet for tracking contracts and assign the contracts to my staff of 10. I would like to be able to have my swim lanes be organized/sorted by the "Contact List" column type (I have my assigned staff in this column). based on this help…
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Delayed automatic form entry response
We wanted to create automatic delayed response to a form entry. It would send email back to whatever email was entered into form field 72 hours after the form has been filled. The response would say something like: "Your request has been approved". We wanted auto data stamp column to generate that response but automation…
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How do I return a date based on a dropdown value?
Hi all, I am trying to work out a formula to get a cell to return a date based on a dropdown value. I need the cell to tell me when a matter is due, based on when the matter was received and the priority rating. the priority levels are (Service Type): * Fast track - 7 days * Basic - 14 days * Standard - 30 days * Complex -…
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Auto-populating form fields
I'm working on a form right now and am having some issues that I'm hoping someone can help me with. I'm trying to develop a form that auto-populates specific fields. Something similar to the "request an update" feature, but in a form that I can edit the look and layout of. I've tried using a query string, but so far I…
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CONTAINS, MATCH, INDEX Help
I'm trying to use CONTAINS, MATCH, and INDEX in cross-sheet formulas to pull location-specific system component inspection information from invoices to my asset register. Sometimes, the invoices will have more than one system component on them. I want to make sure the formulas will pull the information for each of the…
