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Am I doing it wrong? Salesforce connector, Mesh, control center, Data shuttle ugh and now RM
:) Replacing a JIRA system that was not really used well with Smart sheet and Sales force in a united front to try and perform work flow, report out, and track time, then export for billing back to Salesforce. High level, we have a pre sales sheet that captures input from Salesforce on win, loss, and or type of project.…
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Show error message when i need to upgrade the plan
Show error message when i need to upgrade the plan
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Best way to manage multiple users
Hello, The company I am with has an enterprise license for SS. We have a task where we are storing updates on a spreadsheet, as they evolve, within multiple departments. This has created much discrepancy within the data. I would like to lock it down to about four people being able to enter updates while others submit…
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Project Schedule Question
I'm looking to make adjustments to my current project schedule. Currently I have an asset due date milestone, a list of tasks with durations and predecessors and a go live date milestone. I am able to put in the partners desired go live date and the formula deducts 6 weeks to determine the asset due date. We are making it…
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Tracking for a Bill of Materials (BOM)
We are a wholesale distributor and are looking for a way we can track multiple (10-20) construction projects in one workspace. In each project, there is project header information that needs to be statused and tracked, and a bill of materials that we need to upload via CSV to the project. This BOM material includes…
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How do I include field changes in an email (Automation Question)
Hello: I am creating automations for several of my SmartSheet projects. I have successfully created an automation that alerts me when there are changes to any of 5 critical values in a row within my sheet. However, I am trying to determine how to include which of those 5 values changed in the alert email.
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Export formula to Excel
I am trying to export a budget sheet that has formulas to Excel and still have the ability to manipuate the numbers with the same formula, but it does not carry the formula with the export. Is there a way to preserve that formula during export? or is there some other way to export the data and keep access to the original…
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Parent Task to Child Task Automation
Quick Question; Is there a way or work around in automation such that when a child task is past due, the parent task status can move to "At Risk"? Seems like something that should be simple, and maybe it is, but I'm not able to develop a work around. Thanks in advance.
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Post most recent comment to dashboard
I have a project tracking sheet that is updated weekly with the most recent updates for project progress, issues/concerns, barriers requiring intervention and next steps. How can I display only the most recent updates for these 4 columns in a dashboard?
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Merged: Symbol column - Empty, Quarter, Half, 3/4 and Whole - Update Color
This discussion has been merged.