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Possible to send a identify verification SMS via DocuSign with Smartsheet?
I would like to send an attachment via Smartsheet/DocuSign API and set up already the template. But I can't figure out how to set up the mobile number in Smartsheet that the recipient can receive the identity verification SMS. Does anybody generated documents already and used the verification SMS?
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How to Setup A Date Formula Based on a Conditional Statement
I have a date column for noting when someone's contracted employment will end. I'd like to create a formula to reference that date, subtract 180 days from it if their appointment term is "Limited" else the reminder date will be 90 days before the end date. I plan to use this reminder date for a workflow to alert someone.…
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Return status of cell (blank vs. full) at today's date.
Hello! I am trying to use a function that will tell me whether a cell is vacant or full at today's date. We are trying to create a desk booking system for our office, so the end-goal would be to have a vacant/occupied indicator on a SS dashboard. My test sheet is below: So, to determine whether Desk 1 is occupied or…
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Auto send a completed form to an email address
Hi, I am fairly new to Smartsheet, and was able to create a sheet and a linked form to replace our old HR blast process. My question is this, I created a form, and we have a list of users who needs to get an update/notified of all fields in the form when it is completed, however everytime the form is created I have to type…
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Managing Move/Copy Row Automation
Hello I have an employee database stored in Smartsheet. I've connected an onboarding form to a separate sheet which gathers sensitive data. I want to move that information over to the database, but not have some of the sensitive data come over with it (other people need access to the database). I know it'll drop all…
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Row/Column Level Access
I have sheet on which people from multiple departments will have access to. A couple of my requirements: 1) I'd like certain departments to be able to see only the data in specific columns only relevant to them. Is this possible? 2) There are 3-4 attachments that will be added to the rows. I do not want departments having…
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Tracking Employee Training and Certifications
Hello! We are trying to find the best way to track employee training and certifications categorized by department and type of position. Has anyone been working on anything similar that they could share? TiA!
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Index, Match, Max, Collect
I am trying to use the following formula to identify the name of the last Manager in Training (MIT) to graduate their training program with a certain Mentor, but wherever there are instances of MITs having the same graduation date, the formula is returning the wrong MIT for the given Mentor, and I cannot figure out why.…
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Finding Duplicate User IDs in one column
Hello Smartsheet community, I'm trying to identify duplicate User IDs in the same column and in the same sheet. The typical user ID has 6 numbers in it (example: 100054). We are working with around 10k user ids. We've tried this formula: =IF(COUNTIF([User - Employee ID]:[User - Employee ID], [User - Employee ID]@row) >…
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How to calculate elapsed time between status changes ?
Hello, Is there a way to calculate the elapsed time between two status changes ? I would need to know how much time it took for the status to change from yellow or red to green. Ideally, I would like to be able to calculate a mean per territory, department and my whole plant on time between yellow/red to green status…
