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External Inputs
What types, if any, of external input from other programs is SmartSheet capable of handling/using? IE, is there a way to set up a sheet so that whenever a certain program updates its information your sheet does as well? If so, what types of programs function in this way with SmartSheet? Is it limited in scope or is there a…
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Document Checklist(s)
Hi all I am looking for the best way to create a document tracking checklist that tracks all necessary documents in our loan origination process for EACH applicant that may be on the loan. There could be 1 applicant or there could be 5. We could have individuals or entitys on the loans as well. I need to be able to pull…
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Column Limits vs Data on a Single Row
TLDNR (short version) GOAL – everything in reports / sheets to be on one row per project PROBLEM – I run out of columns and reports won’t merge data from multiple sheets to one row. (long version) Typical spreadsheets can present as one project row and all it’s details in columns to the right (scrolling is left to right)…
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Smartsheet for Insurance Solutions
Good Afternoon, I wanted to check to see if there are any users in the Property & Casualty Insurance Industry and if so, could you share what you are using it for? I am a new user and still learning all its capabilities. I see that there is a large Healthcare following but not sure about the P&C world.
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Report Sorting Assigned To Column
Hi, I had posted another discussion about an issue, but I think I have another issue that might fix my previous issue if I can resolve this current issue. I was having trouble with manipulating tasks and having a view of all resources to be able to manipulate tasks. Here is that post:…
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Highlighting Individual Cells Based On Date
I am trying to figure out how to highlight a cell based on how the status of the "actual" column is in accordance with the "Baseline" column. Is there a formula or conditional formatting rule to implement that will automatically change the color of the cell to green or red to illustrate that it is ahead or behind schedule?
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Can i show the workspace a sheet is contained in on a report page
thanks
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Why can't I merge data from 2 sheets onto 1
I'm trying to merge data from 2 sheets onto 1 sheet or even a report. I don't want to have duplicate rows w/ the same primary column though. I want all the data for the same Primary column value on each sheet to be merged into 1 row on the consolidated sheet/report. Why isn't this possible?
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Combine dates from multiple sheets into one calendar
I have 3 sheets, one for marketing, one for sales calls, one for training. How can I combine the dates/items from each sheet onto a master, to create a master calendar that I can then export to ical and put into my outlook?
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Can a Report Configuration ... "Include Parent Rows"?
Smartsheet has been a wonderful tool for my team since 2015. A couple things (out of many) I like are the quick sorting options on a sheet and the easy report configuration. With one nusiance exception, and I keep running into this ... On a sheet I can apply a filter and click on a box that will cause the inclusion of the…