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Formula help - due dates falling on weekends
I've got formulas in my sheet that calculate due dates that fall on weekends, and I've used conditional formatting to highlight those dates to alert me to those dates that are on Saturdays and Sundays. Now, I want to move those dates to the Monday next. Is there a way to automate that? Ultimately, I need the best way to…
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Linking/adding rows using 2 spreadsheets
Hi all, I am having an issue that might be simple to solve, but I can't seem to find an efficient solution. I have 2 spreadsheets: - One with the ID, name, Lot and several other columns with product specification information - Another just with the same ID's, names and Lots, and a few bits more that don't pair with the…
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Linking cells to a child cell in another worksheet
I have created a Summary Worksheet to capture high-level milestones from a collection of project plans. The way I set up the summary tracker is to create a parent-child relationship under each project and am trying to link the start and end dates from the original project plan to this summary worksheet. The challenge I am…
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Vlookup
Hello, We have here 5 different sheets containing records for Medical service details, including columns for patient name, ID, DOB, charge amount, payment status, etc. Now i want to get a sixth sheet that will look up from the above 5 sheets only the rows that's stated as Denied, so i can view all denied claims in one…
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Chart in Dashboards
Hello, Thanks to all for the wonderful help in the community! It makes everything so easy to use! I do have a question about something I was not able to figure out. I want to make a pie chart in a dashboard that reflects the status column in my sheet. Literally all I need it to do is have "Not Started, In Progress,…
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Filter on columns with values populated by a formula
Hello. After searching and coming up empty handed, I decided to post for help. I have columns in a sheet that are populated by VLOOKUP functions. Whenever I run a filter on one of those columns, all 1703 rows of my sheet are in included or excluded. As an example, if I set a filter on the "Effective Price To" = "is not in…
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Print a form
We use a form for our recruiters to enter candidate information into Smartsheet. After they complete the form, they need to print it for the employee record. how can we do this?
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Enhancement Request: Auto-Refresh Functionality
I would like to request the addition of an auto-refresh feature within Smartsheet. I use one worksheet most of the day and I have to manually refresh the worklist several times each hour. It would be great if the auto-refresh feature could trigger anytime someone performed a change but I would settle for an auto-refresh…
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Credentialing Tracking Template
Hello, I am looking to set up a credentialing tracking template. I would like to track the credentialing process including but not limited to documents submitted/pending, approvals, etc. I'm curious, does anyone out there have any examples of such templates? Any ideas are much appreciated. Thank you!