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Salesforce ServiceCloud Users/Connections
Hi Smartsheet Community, We're thinking of some use cases for helping Smartsheet users utilize Salesforce ServiceCloud data more effectively and efficiently. Any Salesforce ServiceCloud users out there who would be willing to chat with us and give us feedback on our use cases? Even if you don't use ServiceCloud but know…
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Workarounds for Smartsheet's lack of support for effort driven tasks?
I know that users have been clamoring for this shortcoming (the lack of support for effort driven tasks) to be addressed since 2015, but this is the first time that it's been a must-have for one of my clients since I began using Smartsheet in 2013. Here’s an attempt to describe what I need to accomplish: My client's team…
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GMAIL and Smartsheet Integration
Good afternoon Is there a reason why we are not able to fill out some of our columns on the Samrthseet Side bar ? It says "Please edit the following columns in Smartsheet" which requires an added step....... Thank you
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Setting chart colors before all options have values.
Hi, I am trying to show a series of data statuses. Currently, all of the status are "Open" (work has not started). I have all of the options selected as data for the chart, but SmartSheet does not allow me to assign a color until the values are greater than "0". Is there any way I can preset these colors so that when the…
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COUNTIFS Formula
I'm having a hard time figuring out the formula to use if I have a column of dates and I want to count how many cells fall between a date range. I have tried the following formula and the results came back with 0, however I know there there are 7 cells in the column that fall under the date range. =COUNTIFS(Date2:Date73,…
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Non Human Resources
Hello Everyone, Can Smartsheets manage not human resources? In my case I am more interested in managing machines that people/ Cheers Kurt
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Nested IF, AND, OR/AND
Hi all, New user here. I have different monthly metrics to comply, some are greater than or lower than a value or percentage (i.e. Open tickets beyond due date is LOWER than 10%, Survey results are higher than 70%, Safety observations over 30). I created a column [MEASUREMENT] stating "Higher than" or "Lower than", a…
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Recurring Weekly Tasks
Hello, I've seen a couple of entries related to this, yet I think my question is simpler. Is there a click somewhere that would automatically populate a weekly task? For example: "Review Meeting", from 3/31/18 to 7/31/18, must occur weekly. Is there an option for this, similar to my Google Calendar? Or do I need to copy…
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I can't figure out how to use the OR function in a Countifs formula
Hello, I have been creating metrics on my data in smartsheet using the different formulas. I have figured many out (with a lot of head banging and sleepless nights), but cannot figure out how to use the OR function. works: =COUNTIFS({Week}, =$[Date Range]$3, {Month}, $[Date Range]$5, {Year}, $[Date Range]$8, {task status},…
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SUMIFS in a Dashboard or Report that references another sheet
Hello! I'm looking to utilize a Dashboard or Report and can't, for the life of me, figure out the best way to do this. I need to give a summary of units sold to a customer, per product type, per year. See attached screenshot. Questions or need additional information, just let me know. Thanks, Matt
