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Dashboard with Filters - Best Practice
Hi all, I am pretty new to Smartsheet and will need your help to build a dashboard. What is the best practice to create one? GRID I have multiple salespeople in my team, each of them have their own grid. The grid looks something like this: ID | Date | Stage | Comments I am creating forms for them to fill up on a daily…
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Creating Archive Files In Smartsheet
While rewriting my 2016 Smartsheet application that tracks all sorts of weekly and monthly data on projects and employee billable hours charges, I needed to be able to store those results in archive files for use by various sheets and reports that use that data. Automated workflows allow that data to be copied to another…
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Links connecting one sheet to another are not working - how can I resolve this?
Links between sheets are not working. I've seen status updates on this from people in the past, but am not sure if this is an ongoing issue or if it has been resolved. If I need to submit a ticket to SmartSheet, please advise or advise how I might be able to fix this myself. Thanks!
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How do I set up a workflow to notify someone if a predecessor task has been completed?
I am currently trying to develop a project plan sheet, and I am wanting to be able to notify someone when the predecessor task was completed so they know they can start working. For example if John has to do a Data Source Identification and validation but he can't do it till Mark has converted and cleaned up the data I…
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Date range formula
Hello, How would i write a formula when looking for data between a certain period i.e. I want to find the number of tasks marked 'complete' between March 1 through March 31? Thanks.
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Can you lock comments so that those with certain permissions cannot see them?
I know you can lock rows and columns, but can you lock certain comments so that those with certain access levels cannot see what is in the comments? For example, we are giving view only access to certain people on a stakeholder list, but we do not want them to be able to see the comments we have for certain rows. Thanks!
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How to gather change orders within a project plan?
Our marketing agency uses a SmartSheet form to collect new projects (project intake sheet), then we create individual sheets for each sold project (project plan). We execute the project as laid out in the Project Plan. However, we also have a sheet to collect change orders for all sold projects (change order intake sheet).…
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JOIN function for child row
Hi everyone, I'm currently working on a way to leverage formulas and row hierarches to create a ROW ID column. Essentially what I would like to happen for children rows to have the same "item ID" as their ancestorial row. This is what I have so far for the parent and child row formulas (currently seperate) Parent…
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Trying to return a value once, but not when cell value changes
Sorry I don't really know how to phrase this. Basically in the projects we have, we get a quote from a vendor, and they automatically enter it into our project sheets. Because this can change to a lower price or cancelled altogether we set up automation so our price column changes to the lower cost, or to zero if…
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Automated import through the API
Dear Smartsheet-Community, I am doing a semesterthesis in coorporation with a company that has been using Smartsheet for a while. My job is to create an automated order tool for AM parts, which serves as an order backlog including the 3D models and part properties and that enables communication with the supplier. Object of…