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"Live" source template sheet
We have projects running with long and complex workflows and thousands of tasks - so we need to break these down into multiple sheets (dozens), and then use reports to extract data from tasklits to time-tracking and budget burndown. However - if we need to change the structure or components of the sheet in any way ( extra…
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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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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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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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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.