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IF, CONTAINS, NETDAYS, AND, CONTAINS
Hi all, Trying to use a formula to work out net days between events in a column (Visit End Date) when a second column (Visit Description) contains "V" but also only if the last visit also contains a V. =IF(CONTAINS("MV", [Monitor Visit Description]@row), NETDAYS([Monitor Visit End Date]1, [Monitor Visit End Date]2)) worked…
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Automation for approval workflow
Hello! I need to create an automated workflow for our leadership where if certain project types are selected in our project request form within certain timeframes, it triggers an emergency request approval form (i.e. if xyz project type is selected with a need by date of less than 10 days, 20 days, 30 days, etc…). I'm…
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Report with image of attachments
Hi Everyone, Is there a way to create a report that shows the image of the attachments? We have a quality control sheet that new items get added through a form along with a picture. I would like to create a report that can show the picture next to the fields associated the punch list item. Another way would be to export…
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How to automatically populate Assigned To across multiple lines
Hi all, I a very new to Smartsheet (4 weeks) and this community so my apologies if my question doesn't match the rules. I have built a PMO template and profile which I will integrate with control centre to automatically generate a new project triggered by HubSpot. The template has a set of activities across multiple…
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Integrating Smartsheet Reports, Power Automate and Smartsheet API
Manual task automation isn't just about saving time; it's about building a reliable, repeatable, and secure pipeline. We recently took a standard user-provisioning process that previously required 15 to 30 minutes of manual administrative effort per run and reduced it to a 1-minute automated execution. By connecting a…
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Example of Advanced Smartsheet Reporting & Interconnectivity
Hello, I have built a series of Smartsheet that collects data from 8 different sources and combines it into one easily accessible Dashboard that is interlinked with other Dashboards. We use forms to collect responses and store them in 6 Data Files. In addition we have a special Key File for each project, that tracks that…
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How do the hours work in the “Report time for something else” feature?
I've been trying to use the “Report time for something else” feature in Resource Management, under the Time & Expenses tab. However, even when I assign hours to a project and those hours are approved by the approver, no task appears in the Schedule tab. How do these hours work? Do they only affect reports? Where can I view…
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Timeline & Portfolio Visibility for Multi-Project Reporting
Hi Everyone, I’m exploring whether Smartsheet can support a portfolio-level timeline view for our leadership team. I’m aware of the Timeline feature, but I’m looking for something more flexible and consolidated. Ideally, project managers would be able to select specific milestones or key tasks to surface on a shared…
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Move data from one sheet to another without a Data Shuttle
I have my main sheet and I have a second sheet that where a Data Shuttle (staging sheet) is ran and then it filters out duplicate data. Is it possible to move the data from the staging sheet to the sheet in a way that does not require it to be exported to excel? Is a DataTable an option to upload from the staging sheet to…
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How to link Task Start and end Dates to another project template file using a formula
I would like to update one task in another project sheet and have it automatically update on another sheet that showcases the more detail project specifics about that installation. I have thought about using the Index and Match formulas, but that would have to hard code the date and the date would be changing.