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Exporting options in Dynamic View
Currently, there isn't a way to export or print a dynamic view report. How do I create a report that provides my vendors with up to date status on all deliverables, allowing them to also be able to export the information onto an excel spreadsheet. My question is how can I design pull communication within a dynamic view…
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Formula help: if project type = x then sum revenue?
I'm having a bear of a time with forumlas (as you can see from my posting history). I'd like to add up the MRR by project type automatically. I'm currently calculating this by hand and it is time consuming and error prone. See screen shot. I'd like to count the total MRR for all projects labeled MgdServ as an example. Is…
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Integration with ServiceNow, the ITSM tool
We use Servicenow for technical incident management. Some incidents evolve into work packages for specific tech teams. These teams use SmartSheet for task management. So migrating an incident in ServiceNow to an action item in SmartSheet would be handy. Anyone done that?
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Additional workflow/automation actions
Scenario: In our project, we have a weekly reporting cycle. In some of our sheets, we have a field that is "previous status" or "previous actions" or other similar ones, you get the idea. Desired action: have an automated flow where, once the end of the cycle is reached (any configurable date, friday evening for example),…
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Best Formula
I have a construction schedule with start and finish dates. I want the check boxes for the at risk column to automatically check off if the project is late starting or late finishing. Can anyone help me craft the appropriate formula for this? Is there a good formula for this? I was thinking it would be an if then formula…
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How to count Checkmarks in a column
Is there any body that can help me with - how to setup " How to count Checkmarks in a column " I have a lt of columns which a need to have a total count of - In the top of the sheet or in the bottom. Thanks Søren Knudsen - Denmark
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If statement % complete column
I want to create an if statement in my % complete column such that % complete goes to 100% when another column has a date.
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IF and OR Formula
Hi, I am trying to write a formula that returns a flag if one of column 1,2,3,4,5,6,7 isn't checked. I have tried using the IF and OR formula together but am getting #Unparseable. Any ideas/help will be appreciated. Thanks
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Formatting Sheets, workflow automation for hiding Columns
Team, we have smartsheet for 4-5 workstreams with usual PMO tracking columns. During our executive reviews I typically hide some Columns/format certain column widths/ wrap text etc. is there automation i can do for this, so that I can get to the view i am looking for with a single button click ( Instead of spending 5-10…
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File attachment counted as a change to a row
I currently have two workflows set up: (1) Payment approval request after an event: employees submit request with invoices attached as a file for approval (2) Payment approval request before an event: employees submit a request for an approval, the request gets sent to a supervisor, and once the supervisor approves, an…