-
Bulk Upload of Contact Profile Data
I know I can bulk load contacts into Smartsheets for my account. But is there a way to upload full profiles? If so, what's the CSV format and where do I do this? Or - Asked a different way - If I include all of the contact info in the CSV file, will it import all of the data? Or only the "First Last Name" & "Email…
-
Help with formula to populate a quarter (text) based off date field.
Hello! I've searched many posts on the forum and can't find a solution. I'm at my wits end, any help would be very much appreciated! I am looking for a formula that will show a text result of Q#-YYYY based on an entry in a date field ("Expected Delivery Date", which is using the standard SmartSheet Date column. I can't…
-
How do I return a date based on a dropdown value?
Hi all, I am trying to work out a formula to get a cell to return a date based on a dropdown value. I need the cell to tell me when a matter is due, based on when the matter was received and the priority rating. the priority levels are (Service Type): * Fast track - 7 days * Basic - 14 days * Standard - 30 days * Complex -…
-
Filter Organization
Does SmartSheet have any way to organize filters? I have a large sheet where everything falls into one of five categories. There are then ten sub-categories for each main category. I would like to create filters for these 50 combinations, but I don't want to have my team users scroll thru 60+ filters. Ideally I would put…
-
Count of Completed Tasks by Month across multiple sheets
I am trying to get a count of completed tasks by a team by month across multiple sheets. I've created this formula in the sheet summary: =COUNTIFS(Status:Status, "Complete", [Team Assignment]:[Team Assignment], "Lean"). If I'm trying to get a completed count of tasks for the month of September, how could I get that count?…
-
Citrix's Sharefile and Smartsheets
Can I attach a file from Citrix's Sharefile to my Smartsheets projects/forms/etc?
-
Flag overlapping projects based on RYG ball
I've looked and am unsure if smartsheet is even capable of this, but can I turn on a flag based on if a new rows start date falls in between the start date and completion date of any other row? I'm also trying to have it triggered ONLY when the complexity (RYG ball) is red. Am I far off with this formula: =IF(AND([Start…
-
Formulas in Jira linked Sheets
Hi ! I'm trying to do the following: - I've created a Smartsheet that is linked to Jira. - to help me report on that, I want to add columns that are NOT mapped to Jira and to some calculation or add some information. After the first mapping, I can easily add these columns, but my issue is that every time a new Jira is…
-
Average of project completion for current year
I'm trying to average the "%" column based on rows that are only in quarter 1 (Quarter Identifier = 1), and have a completion date that is the current year. I'm trying to make this sheet roll over year-after-year and am trying to stay away from specifying "2019". The formula I have currently is: =AVG(COLLECT([%]:[%],…
-
Show only own tasks in calendar
Hi, I am new to Smartsheet. I already searched for this topic, but wasn't successful. By standard, the calendar in Smartsheet shows all tasks of everybody. I imported the calender into my Google calendar (via ics and directly). There also all tasks of everybody are shown. Is there a way to show only your own tasks (you are…