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SFDC Connector - Snapshot Then Track
I know... the title sounds weird. I'll try to explain. I have a Workflow set up with the SFDC Connector. It's currently tracking all opportunities entered by the sales reps within a specified period of time that are staged as [OPEN]. My challenge is that I'm developing a project management process that relies on seeing the…
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Family Counting
Im looking for a formula that will allow me to index down through a number of children and count the number of decendents under that child. Any help?
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Primary column not returning values in Report
I am creating a report using data from 5 different sheets. All 5 sheets use the same columns, including a primary column called Project Name. The column has data in on all 5 sheets, however this data is not showing in the report. Interestingly, when I print the report to pdf, I see the project name values.
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Editing Conditional Formatting Rules
Hi, Is there any way to edit the rules in conditional formatting? For example, if I have a rule that has 10 conditions, is there any way to go into the rule and delete one of the conditions? Example: If column 1 is 'yes' and column 2 is 'in the past' and column 3 is 'blank' and column 4 is 'not blank', and i wanted to…
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How do I get around approvers being on vacation in a workflow?
Hi there, We have just started using a simple workflow to approve capital investment projects in the business. The workflow submits each project justification through a hierarchy of approvers, dependant on the value of the project. The workflow has minimum of 7 approvers in the process for a given project to gain approval.…
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Tags (possible feature request)
Hi, is there any way to tag rows? I can use a dropdown list, but that only allows for one "tag" per row. I could also use a comma-seperated list, but without autocomplete and/or tag-management it's a very error-prone approach. All feedback is much appreciated!
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Project Management and Stakeholder Logs
We're using smartsheet to track a land acquisition project for a utility. Each row will contain a contact, parcel features, a dates of progress. We need a way to manage daily communication and updates. We have considered using comments and a remarks column. Is there a better solution? Thanks!
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PICK CHART and Smartsheet Template
A PICK Chart is a very effective Lean Six Sigma tool used to categorize process improvement ideas https://www.vertex42.com/ExcelTemplates/PICK-chart.html I am still a newbie using Smartsheet -- is there a template or can SS be created to match the example "Action Item List with PICK Ranking" shown in the above URL (near…
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Resourcing is looking at SCC template gantts
Firstly, yes - I know the Control Center sheets are not "templates" but I would want resourcing to be able to filter out the workspace or at least the folder used to spin up SCC projects. Since I pre-load "assembly time" by assigning it to the genaric "Assembly" contact in ALL of the grouped gantt schedule options (of…
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assign child rows from parent row
I have multiple parent rows each with over 30 child rows. I would like my "Responsible Party" cell in in each child row to be populated if I assign it in the parent row. I.e. I would like to select the contact (Responsible Party)in the parent. I would then like for each child row under to automatically be assigned to the…