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Communicating "definitions or conventions" SmartSheet
All, I am new to SS. As I post a roadmap in SS I would like to communicate "definitions" in help text or somehow to the viewers of the SS. For example, I will have color flags to provide project status in terms of scope, schedule, cost, etc. How can I help the viewer understand my definitions for green, yellow, red?…
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Column Dependencies/Conditional Formatting
Is there a way to have one column populate data based on information put in a second column? For example, I have 2 columns "% Complete" and "Task Status" I would like that if the % Complete is at o% the Task Status would auto-populate to say "Not Started". And if the % Complete is 100% the Task Status would automatically…
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Webforms
I have a sheet that I've already created and I only need non-smartsheet users to fill out the address column. Can I make my current sheet a webform and require them to enter data into an existing cell by selecting their names?
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Exporting to DOMO - columns being read as Text not Number
I currently have smartsheet connector to DOMO to create reports; however, the columns that contain financial data come over as text because smartsheet's column properties are Text/Number. Not Text, Number separately. Anyone know how to make this work? or a workarond? Thanks
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Alert User in Row if Date has Past Due and not Complete
I would like to send an alert to the person "assinged" to the appropriate row the day after a "Due Date" IF a "Status" column has/doesn't have a value(s). For example, "Send 'Assigned To' and email reminder 1 day after 'Due Date' IF 'Status' does not equal 'Completed; Canceled.'" I want to target these communications to…
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If N/A checkbox is marked note % complete as 100%?
I have a "Not Applicable" and a "% Complete" column. I would like to create a formula that will automatically set the % complete to 100% if the Not Applicable checkbox is marked. Any suggestions? Thank you!
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What formula to add to a "Days Remaining" field to pull from a date box
Hello, I am trying to create a formula for a column that will determine the number of days remaining from an expiration date. Furthermore, if possible, I would like a status indicator (green, yellow or red button) to remain statically green until the "Days Remaining" field gets down to 30 days remaining. At this point, I'm…
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PMO Template Sharing
Hello all, We have been using SmartSheet mostly for data tracking on requests and proposals. However, our current project management system falls well short of our needs. I am in the process of setting up a Project Management workspace that will include the templates for the various documents needed for the project…
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text only column
I want to use a web form to populate Smartsheet. I have a field called "Section Number" that requires a text value. It is a 3 character field that will contain numerical characters like "001" or "020". I want that to be displayed as a text value in the Smartsheet cell. How to I accomplish that?
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Project sheet: put a start/finish date on parent row without editing children
There is a restriction on the standard Project sheet template currently: if using the provided "Start" and "Finish" fields, users are not allowed to add a value to a row that has children - instead, the values must be entered in the lowest grouping of children, which will then roll up. My issue is that not all the rows I…