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Editing Alerts & Notifications - how do I get rules to fire on existing entries
Hi All, Basically I want to know how I can re-fire alerts and notifications that failed due to errors and have been subsequently edited. Example described below We are testing a new smartsheet using alerts and notifications and a multi step approval process based on thresholds. We submitted multiple Smartsheet forms today…
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Update Request Forms that Include Parent Rows
I am relatively new to using Smartsheet and have just introduced this tool to the business. In order to gain good buyin I am using the update requests to show how easy it is to keep sheets up to date. The one thing that is a little disappointing about this great feature is that there doesn't seem to be a way of including…
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Predicting a bad situation
I have projects with 3 milestones, call them A, B, C C is dependent on B which is dependent on A. C is a critical completion date. If either A or B is late, C is automatically late and that is very bad. If A or B is late by X number of days, C automatically is now going to be late by that same number of days. I'm looking…
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Two dimensional cards
Hi. When looking at the card view, it'd be useful to be able to see multiple dimensionality. For example, being able to see which cards each user has in which status. (see attached) Is there a way to set up that sort of view? (I have person and status both available in separate pulldowns) Matt
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Project Parent Hierarchy not shown in PowerBI
Hi there, I am trying to connect Smartsheet and PowerBI, so that I can visualize data in PowerBI from Smartsheet. I have the connector working, and can pull data from Smartsheet, but it pulls the basic data (row level) for all rows with no way of distinguishing a child row to a parent row. So where I have roll-up…
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Workspace sorting/hierarchy
I have a bunch of workspaces (each with neat organization setup inside them), but I don't see a way to sort, group, or create a hierarchy to the workspaces. Since I use Smartsheet both with my own company and with my clients, it would be great to have a way to "group" the workspaces so I can have "internal" and "external"…
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Inventory checklist
I have to create an inventory checklit based on an Excel document I will have 2 main sheets: Inventory & Picks Inventory will have a list of all the SKU/units that we have per product. Picks will need to offer me the option to select one item from the Inventory sheet and once I pick it, it has to tell me if we have enough…
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Combining IF/IF AND Statements
Hello! I cannot seem to figure out how to put together two working IF and IF(AND...) statements. Thank you for any direction on how to accomplish. Sandy If I put "IF(AND..." in front of all the IF statements, only my first two statements work. The rest are ignored. If I remove the "(AND..." from only the first two…
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Automate RYGB based on Follow-up Date by Week
Community: I have tried but cannot figure out how to make this formula work. Probably something very simple, and I am overthinking. Any guidance would be much appreciated. Thank you, Sandy Scenario: Regardless of the day of the week I open my sheet: If [Follow-up date]1 is between M - F of the current week, RYGB symbol =…
