-
Using Resource View without 'named' Users
We want to use Smartsheet to build out our sales pipeline (consulting biz) and expected resource allocation. However, we don't have 'named' users (resources) until the project closes and we find the correct contractor. Is there an easy way to utilize resource views but without having named users invited into the smartsheet…
-
IF AND Function
Dear Smartsheet Wizard, I'm trying to create a function but I'm running into an error. The IF - And function I'm creating basically needs to do the following: If salesperson 1 is = "Yan" then deduct 100 from Profit and his commission should be profit*0.5. Otherwise, deduct 100 from Profit and commission should be…
-
Return 1 if YEAR and MONTH is equal TODAY
Hi, I have a formula: =IFERROR(IF(MONTH([Sale Date]2) = MONTH(TODAY()), 1, IF(MONTH([Sale Date]2) = MONTH(TODAY()) - 1, 2)), " ") and it worked until we have two years in one sheet. I would like to know how to add YEAR to this formula so that we can compare not only MONTH but also YEAR. Thanks.
-
Connect email notification with smartsheet for specific users
Hello, i was looking to create a new project using smartsheet to receive alerts from specific email addresses and to log the activities into smartsheet, those notifications will be received by specific users (their email addresses). how i can start implementing that and is it doable or not? Thanks!
-
COUNTIFS - Overdue tasks
Hi, I am trying to count live tasks that are overdue but I am getting #INVALID DATA TYPE This is the formula I am using =COUNTIFS(Status:Status, <>"Complete", [End to End Due Date]:[End to End Due Date], <=TODAY()) Any ideas? Thanks Karen
-
Workload over Calendar Duration
I am very new to Smartsheets and am in process of educating myself on the product to help develop some staffing workload tools on a project basis over time. The goal is to help us analyze how employees are allocated on a project over a calender timeline. For example, we use project milestone deadlines to break up a project…
-
IF statement with child/parent logic
The Problem: I need to have autonumber as a Unique Identifier for each row. When that row changes due to changing business requirements, I want to create a child row but it should not have a different Unique ID from the parent. It could either have the same Unique ID or no Unique ID, but if I have autonumber turned on then…
-
Surveying Project - How to setup the structure of Smartsheets
I need to send out Architectural Survey team out to the field to survey the existing conditions of a restaurant. Information gathered is Electrical Information (Panel Size, # of Breakers), Equipment (Make Model and serial#), Condition of Walls,etc. I'd like to send them with a Ipad with a Smartsheet form, but I'm…
-
Web Forms. How to have a default attachment (file upload)?
I use Web Forms to add new rows to a Service and Repair Register. Easy! I also wish to upload a default Job Card (Word file) with each new record, efficiently and with little chance of error. Not so easy! Is it possible to add a default file to a Web Form? My users could then select the correct Web Form, and the required…
-
RGYB Automation
I'm having issues with the following formula and I'm not sure why. Task Formula below: =IF(ISBLANK([Start Date]@row), "Blue", IF([Start Date]@row >= TODAY(), "Blue", IF(AND([At Risk]@row = 1, [End Date]@row <= TODAY()), "Red", IF(AND([End Date]@row <= TODAY(3), [% Complete]@row < 0.75), "Yellow", IF(AND([Start Date]@row <=…