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Use triggers from Smartsheet?
Working on a new workflow. Today's workflow is manual and based on emails. I'd like to use the webform to collect the required data (done) and then, based on specific conditions in the sheet fields trigger actions in other system - from generating email to open a service ticket etc. I watched the movie of the docusign -…
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Portfolio Management
Has anyone used Smartsheet as a portfolio management solution?
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Ensure a cell value is unique OR if already used, match the previously used value
I'm completely new to Smartsheet so I may be overcomplicating this, or going about it the wrong way. I want to ensure the value entered into a field is either unique within the column, or if it has been used before, then I want to to be exactly the same as a previously entered value. The use case is: I have a Smartsheet to…
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Showing multiple true checkboxes as joined or concatenated text in another column
I have a volunteer submission form which has about 10 columns that exist as just checkboxes on/off - each of these relate to a conference work area and volunteers often select multiple. To easily view the data for a single person/row without tons of scrolling and looking up and down at column titles, I want to aggregate…
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OpenAir Plugin?
Is there a plugin to OpenAir? https://www.openair.com/index.pl
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Count specific total number grand children rows and ignore higher rows
Hello All, I am tracking different sessions being hosted between employees. The sessions are the rows with the white background. I want to dynamically count the total number of sessions that are happening for row 2 "IMC". So I need to count the number of children of row 3 "IMC Common Architecture" as well as the number of…
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Identifying and returning phrases within a single cell
Hi all, I have been trying to figure it out alone but I thought I'd engage the community to see if anyone can help! I have a column in my spreadsheet that contains phrases separated by commas - for example (though with different words), in one cell it says "Phone, computer, mouse, cell phone, water bottle, earphones, bag."…
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Lookup on a form?
Hi all, Is there a way to have a date/time field on a form look up data in a separate sheet to populate itself? I'm setting up a form for people to select a date and time slot to attend a training session. I thought about having the list in a separate sheet and then only show on the form dropdown the sessions that are…
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COUNTIFS a start date is less than today, and is an ancestor level 3
I am currently struggling with the following COUNTIFS formula =COUNTIFS(AND([Start Date]:[Start Date], <= TODAY(), ISDATE([Start Date]:[Start Date]), [% Complete]:[% Complete] <= 0.5, [Helper Column]:[Helper Column] = 3)) It should read as follows... Count a row if it... has a Start Date that is less than or equal to today…
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Dashboard Color
Any plans in the future for letting us update the dashboard background color to any color we'd like? I'd love to be able to use black for dashboard backgrounds, as well as the backgrounds of the widgets, so that when on TV sets around the office, graphs are floating in black instead of a white background.