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Formula Help Extracting Month Only from Formula Driven Column
Hi all- I need help trying to extract the month number from another column. My 'Notification Date' column uses a formula (based on the service 'Type') to calculate a specific timeframe. I need to extract only the month from this 'Notification Date' and populate it in the 'Annual Review Month #' column. I was good until I…
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Need a formula that returns a date while factoring in dependencies
I’m looking to add a couple of columns into my project plan sheets. SmartSheet already has a [Start] & a [Finish] column built into its project template, but I’m looking to differentiate between [Plan Start] & [Actual Start] and [Plan Finish] & [Actual Finish]. I renamed [Start] & [Finish] to [Plan Start] & [Plan Finish].…
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Microsoft Causing Issues?
Hello, my company uses Microsoft office, so outlook is our email platform. Is that why my auto emails aren't sending from my smartsheet? I have them on my registration page, I click "ready to send" then save and it's supposed to auto send the invite/start the registration process. It's been working all week and last week…
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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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Referencing a sheet that has non-working days
Hello. I need help please. I am working on a Smarthsheet schedule where I need to define the calendar (ie exclude public holidays and our annual construction builders break) without enabling dependencies because that messed up my sheet previously. I have a separate sheet that has a list of non working days. My formula is a…
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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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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.