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Auto Date Calculation
Hi Very new to SmartSheet, I am trying to create a Purchase Tracking sheet that can be used for Payment Schedule. Here is what I have " Invoice Date" This I put it manually whenever I receive an invoice from my vendor. I also have another cell "Droplist" which state payment terms like 30/60/90 days. What i need is 1) A…
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Limited Access to Report Builder
We have been using a very simple report to pull information from a single sheet. The report has been working fine for several months. Today I was notified (& verified) that I am the only person who can still edit the report via report builder. Everyone else is stuck viewing the information I last searched for and cannot…
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Can I have the default value be a function?
I have a form that asks for someone's name. Most of the time, the form is for that person. There are some cases where a person might fill out the form on behalf of someone else. What I'd like to do is have a "name" field and a "on behalf of" field. If "on behalf of" is blank, I'd like it to default to the value of "name".…
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Project Dashboard Generator
I am trying to develop a dashboard generator so that I don't have to recreate every report I use in our dashboards each time we have a new project. I would like to be able to select the project number in one location and have all the reports reference that project number to pull data from their respective sources, then…
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Weekly Update Text Column
Hi Community— Need some advice. My team uses an Excel spreadsheet to track account updates. Weekly we add a column to the right and the team inputs a paragraph of text. So the existing Excel sheet is up to column "AH" since we are at calendar week W42. So next week ... "AI" and so on. The previous week's column is then…
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Counting Harvey balls by row owner
One column of my sheet is a 5-symbol Harvey ball (Sunny, Partly Sunny, Cloudy, Rainy, Stormy) to show the relative health of a row. Another column is a Contact List type that shows to whom a row is assigned. I would like to extract the total number of non-Sunny rows per team member. What I have done is to add two columns.…
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Auto Sort Based on radio buttons
Hi is it possible to move rows and children within the rows to a different sub-category. e.g. we have a purchasing smartsheet which has 3 status icons which are either blank or green for processed for: 1. Ordered 2. Paid 3. Delivered Based on the status of each column i would like to sort the sheet into three categories,…
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Salesforce ServiceCloud Users/Connections
Hi Smartsheet Community, We're thinking of some use cases for helping Smartsheet users utilize Salesforce ServiceCloud data more effectively and efficiently. Any Salesforce ServiceCloud users out there who would be willing to chat with us and give us feedback on our use cases? Even if you don't use ServiceCloud but know…
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Workarounds for Smartsheet's lack of support for effort driven tasks?
I know that users have been clamoring for this shortcoming (the lack of support for effort driven tasks) to be addressed since 2015, but this is the first time that it's been a must-have for one of my clients since I began using Smartsheet in 2013. Here’s an attempt to describe what I need to accomplish: My client's team…
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Non Human Resources
Hello Everyone, Can Smartsheets manage not human resources? In my case I am more interested in managing machines that people/ Cheers Kurt