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Sheet Summary changes overwritten by other users - can this be prevented?
I have a sheet that has sheet summary values I occasionally need to update the formulas for as factors change however I've found that when other users are updating the sheet (it's a testing sheet) the changes I make to sheet summary formulas are overwritten as those users update their test statuses. Aside from making the…
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Sheet Summary Grouping
Allow for grouping content within Sheet Summary window that can expand and collapse.
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How to access Sheet Summary from within the Table View?
Hi Does anyone know how to access Sheet Summary from within the Table View? I know how to access it from the Grid view but have also heard that soon the Grid view will be removed permanently. My project requires a lot of dependence on the sheet summary so it's important for me to know the safest way out. Thanks
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Modify Sheet Summary field
Currently have a field in my sheet summary with this formula: =COUNTIFS(Finish:Finish, <=TODAY(+14), Finish:Finish, >=TODAY(), [Helper Parent Column]:[Helper Parent Column], <>"", Status:Status, <>"Complete") I would like to add if the Status is "Not Needed". How do I modify the formula?
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Rearrange Sheet Summary Fields - click and drag
Moving summary fields one position at a time is cumbersome and unnecessary. Please add functionality to those fields to allow a user to re-arrange and/or sort as desired.
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considering switching from CRM to Smartsheet. What's the best way to ensure a smooth transition
Do we have any standard templates related to CRM in Smartsheet? Appreciate insights and advice from those who have undergone similar transitions or have expertise in utilizing Smartsheet for CRM purposes. Specifically, I'm interested in: Strategies for migrating data from our current CRM system to Smartsheet. Best…
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Automation on Sheet Summary Fields
Workflow/automation based on sheet summary fields. One scenario - count of all cells, send a warning if the sheet is close to max. (Do not want helper column as that increases the count.)
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Pro Plan User | Sheet Summary Report - it doesn't display all columns on the sheet to choose from?
Hi - I have an individual pro account. I wanted to create a Sheet Summary Report and it looks like I should have access to this. However when I select the reference sheet to summarize, it only give me very limited system generated columns to select from and is missing 20+ user created columns. Is something broken here?…
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Sheet Summary formulas
Hello - I am trying to run a basic fomula on my Sheet Summary cell and am absolutly stumped! Are there limitations on how we can use formuals on our Sheet Summary cells? What I want to do add any rows from the weighted ECV column that have 2026 in the Year column. I think this formula should work, correct?…
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Map for Location Data
Hi, Is there any map feature that Smartsheet provides (or third party) to show on a map data of a location-column on a Smartsheet? Thank you!