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transfer user between accounts
Hi, I have 2 accounts, one with TEAM license, second with Business. I'd like to transfer 3 users from team to business how to do it? when I'll delete them in TEAM do they lost their sheets? or can I delete them in TEAM and add in Business without lost any data?
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Salesforce ServiceCloud Users/Connections
Hi Smartsheet Community, We're thinking of some use cases for helping Smartsheet users utilize Salesforce ServiceCloud data more effectively and efficiently. Any Salesforce ServiceCloud users out there who would be willing to chat with us and give us feedback on our use cases? Even if you don't use ServiceCloud but know…
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Nested IF, AND, OR/AND
Hi all, New user here. I have different monthly metrics to comply, some are greater than or lower than a value or percentage (i.e. Open tickets beyond due date is LOWER than 10%, Survey results are higher than 70%, Safety observations over 30). I created a column [MEASUREMENT] stating "Higher than" or "Lower than", a…
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I can't figure out how to use the OR function in a Countifs formula
Hello, I have been creating metrics on my data in smartsheet using the different formulas. I have figured many out (with a lot of head banging and sleepless nights), but cannot figure out how to use the OR function. works: =COUNTIFS({Week}, =$[Date Range]$3, {Month}, $[Date Range]$5, {Year}, $[Date Range]$8, {task status},…
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Is there a way to auto sort data on a sheet (cannot use report) to show the Largest to Smallest?
Hello, I am creating dashboards using metrics and am trying to figure out a way to only show the top 15 of specific data. Sheet details: I have one column that contains 298 different locations and the next column is the # of issues at that location for last week. I have the formulas figured out to pull in the metrics…
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How can I include an attachment shared to the sheet in requests for approval?
I am using a sheet to manage a client contract approval process. I am imagining attaching the draft contract to the sheet itself or to a single row towards the top of the sheet. I have several approvers listed below in separate rows and need to send out requests for approval with the draft contract attached. Is there any…
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Hide #INVALID DATA
Hello, I am attempting to calculate the difference between two dates. When one of the dates is missing, the cell where the difference would be shown instead contains "#INVALID DATA". Can anyone please help? I've attached a screenshot. The "Actual Duration" column is the difference between the "Start Date" and "End Date". I…
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Sumifs with Date Range
Hi there! I'm using Smartsheet to keep track of timelines and allocated ressources called FTEs across multiple projects. I'm trying to figure otut a way using the SUMIFS formula to sum up the usage of FTEs across all projects per month. Currently, I'm using =SUMIFS(FTE:FTE; Projekt:Projekt; "Project A"; Start:Start;…
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Calculating a staged reduction in severity
I have one column that shows what a risk is ranked as (a score from 1 to 49 with 49 being the most risky). I am trying to put in another column that lets a ranking for the effectiveness of the mitigation planning (score of 1-5) and then have that drive an auto-calculation of the final score of the Risk. Unfortunately I am…
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Field Employee time tracking software that integrates with Smartsheet?
I'm looking for a time tracking solution for field employees that integrates with Smartsheet. In our organization we have a master project list sheet that compiles project data for all of our active projects. Our field installers are currently logging their time using T Sheets, they're clocking in/out as well as selecting…