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Reports - pdf or Excel ?
I send out weekly reports of our products to our customers with their expected delivery dates (which can change frequently). If an email address needs to change I am unable to see the original format of their report, so have to guess their preferred format - pdf or Excel. Short of sending copies of each report to myself…
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Automated Alerts & Actions
OH MY! You all are so close... I've been waiting on the day that I could save my alerts and notifications to a template for over a year now. On average, I create about 10 new sheets every week, and each sheet consists of 2 REMINDERS and 8 NOTIFICATIONS. We use these sheets to track new parts to be manufactured, and once we…
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Tracking latest Changes for Helper Column
Hey all I need some help with tracking the latest changes in a row for my sheet. My sheet is going to have repeating update requests to track each shifts production levels every couple hours. The team leaders will update the row with the current production number at every interval. I want to have a helper column that will…
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Populate Start/End Date based on Status change
I use the Card View for quickly creating tasks and tracking their status/state. I'm trying to see if it's possible to take this further and populate the Start Date and End Date fields when the task first enters a specific state. See screenshot attached.
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"Dashboards just got better"
Has anyone had any success creating a chart with nonadjacent columns following the recent communication that the charts have more options?
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Struggling with If statement
I am trying to create a formula to check a box in one column if a date in another column is greater than a specific date. Here is what I have, that is not working: =IF(ISDATE([Estimated Close Date]1), IF(AND([Estimated Close Date]1 = >DATE(2018, 6, 1), 1))) Estimated Close Date is a date column. The formula I am trying to…
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Nested CountIf statement help needed
Hi, I need to create a formula where if a box is checked in one column, a figure in another column gets included in a sum in another cell at the bottom of the column with the numeric value. This is what I've got, but I'm getting error messages: =COUNTIF(QTR:QTR, "True", SUM(Blackline:Blackline)) I'm not sure exactly what…
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Sharing Question -
A workspace was shared with me, and I was made an editor who can share. For a specific SmartSheet in a subfolder underneath that workspace - how do I request to the owner that I want to be an admin of that SmartSheet in order to set up conditional formatting, send automatic alerts, etc.? I do not see any option of making a…
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Report Builder
Hi Are there any written instructions I can refer to in order to create a smart sheet report that I can then build into a chart? I have tried to create a chart from a dashboard widget and I am getting an error telling me I can only use numeric data Is this correct? Thanks Tracey
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Conditional Alert enhancement status and issue with work around for alerts on incomplete tasks only
Any update on the functionality for the "Reminders" in "Alerts and Actions" to be conditional to eliminate for example tasks based on a completion condition? I used the work around proposed previously in this forum (see below suggested by @Mike Wilday) , but found this to have following limitation: Since you are using a…
