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Multiple Selections from a Drop Down
Hi, am creating a smartsheet to collect certain client information & documents to provide a certain service. While creating a form which could be sent to my clients, I've realised that it only allows for a single selection of a document off all the documents that I've listed in the drop down. However I need multiple…
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Security assessment fields for each project
Our security certification requires that we provide answers to several key security questions for every project (risk assessment, project justification, etc) and I was wondering what the best way to handle that in Smartsheet would be. They're not really tasks, since it's just several sentences for each that need to be…
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Formula for Parent, Child, and Non-parent/child rows
I need a formula that encompasses all three of the scenarios listed below. In my case, I have a Project ID system-generated column and a Rep_Project_ID column for grouping related tasks. I want parent rows and non-parent/non-child rows to copy the same-row Project ID and child rows to copy the parent Rep_Project_ID number.…
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Extracting all instances of a word from a text string and creating a list in a separate cell
Hello all, I have been pouring through excel and smartsheet help forums for a couple of days now, and I haven't seen my issue asked or addressed so thought I'd ask here. I have, in one column called Terms, cells that contains lists of terms and phrases. For example, one cell contains the following text string:…
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COUNTIF Formula for when a cell contains a specific word/phrase?
I'm trying to create a formula that allows me to count the number of times the word "Postcard", for example, appears in a list in a column. I am referencing a column in another sheet to do so. However, nothing I've tried works. My instinct was to try =COUNTIF({2018 Open Enrollment Feedback Range 1}, "Postcard"). However,…
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Copying Alerts From Column on Sheet 1 to Column on Sheet 2
I've set up a set of three alerts triggered by a date in a column and it's quite lengthy (but works). I now want to eliminate rekeying it to 15 other sheets within the same workbook by copying the alerts and placing them in the remaining sheets. Is there a way to paste them into another sheet? Please let me know if anyone…
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Alerts & Reminders for "Assigned to"
Can you send reminders for upcoming due tasks to someone that is "Assigned to" a task? Currently I just send the automated reminders to shared users but, recently I had the need to just send particular tasks to selected individuals that would not be interested in the majority of the other tasks. I am thinking the answer is…
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Need help getting multiple sheets pulled into a single report in the correct order
I have three "what if" schedules that I'm trying to pull into a single report. They are simply named Scenario 1, Scenario 2, and Scenario 3. No matter what order I select them, the resulting report has #3 in first position, #1 in second, and #2 in last. I did a bulky workaround by adding a Helper Column in each sheet…
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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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Turn off display of weekends on Calendar view
I do not want weekends to display on the Calendar view of a task list, but I don't see any way to do this in the properties. How is this accomplished?
