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RYG Symbols from 3 Columns
I am trying to return a RYG symbol based on 3 different columns(Decision) Approved, Needs Additional Information (Denied), or Submitted. Based on these 3 columns data, if any of them say "Need Additional Information", I'd like the Symbol (Status) Column to be the Red Symbol, however if all 3 Decision Columns are "Approved"…
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sum hours assigned to a contact on a sheet for a particular month
Example: I have a project that lasts three months on a project sheet. I am required by the client to report out how many hours of work have been completed by each person assigned to a task at the end of each month on a dashboard So for example: I need a formula that is going to Find all columns assigned to the contact…
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creating row report & summary report from 1 sheet
I love the new summary report option but I still want to be able to create a row report from the same sheet. I have already created a summary report but I also need to add a row report to my dashboard for the same sheet. I used the summary report to create a chart on my dashboard. I tried to create a row report but the…
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Auto Lock columns or rows through formula
I want to know if it's possible to create a conditional formula (or something like that) that as a result Lock the row or the column. When the user's filled the entire row I want to lock it from other changes, automatically.
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Smartsheet in Commercial Real Estate
My team is working on incorporating smartsheet for our landlord and tenant rep clients, as well as our team. Any suggestions on best templates, etc to use?
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Creating Alert to Notify Users Once Agreement Signed
Hello, I am trying to create an alert that would notify users once an agreement has been signed. I have watched some Smartsheet videos but I'm still a bit confused on how to create one. Why might the “Automation” button not appear near to “File” button even though I am the Smartsheet owner? See the attachment.
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Want sum calculation in report - Formulas in reports?
Does anyone know if there is a way to add a formula for a report? What I want to do is sum the values of a column for all rows returned for a report and to add some sort of highlight when the sum exceed a certain value. Specifically, if the amount of hours for a list of tasks for day assigned to a given person exceeds…
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Help with Formulas
Hello! I’ve been using Smartsheets for a while now, but am new to building them. I am having trouble working with formulas to identify current status of my tasks. I’ve searched the community and have tried out suggestions based on previous responses, but I’m still stuck. I’d be grateful for help sorting out the following:…
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Using IF formula to set conditions for RYGB ball color
Hi there! I have been trying to set conditions with a formula to change the color of a RYGB ball based on two columns, the percent complete and the due date. I wish to use the RYGB balls and not just change the color of the cell, which is why I'm using formulas instead of the conditional formatting. I keep receiving the…
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COUNTIF with Dates
I am trying to use COUNTIF referencing two Dates columns. The first "Due Date" column has dependencies. The second "Dates" column is simply a list of all possible due dates from the beginning of the project to the end (with no dependencies). I am trying to create a third column called "Total Due" that counts how many tasks…