Hi there, I have a workspace tracking our grant applications using the Multiple Projects template. Each grant has it's own sheet for tracking the application process, implementation and reporting. The "Report - At Risk" and "Report - In Progress" reports are only pulling data from the original sheet I created. I've tried…
Howdy Smartsheet Community :) During a recent exercise to make Conditional Formatting programmatic, I indexed the color names and hex codes of the 8 x 5 Smartsheet color matrix. Wanted to share the results with everyone here, in case you have a need to extend these colors through non-Smartsheet collateral: Some details on…
I'm creating a dashboard that summarizes survey data for employees. I have a report set up where they can access their information, and the report is set to filter By Current User, so they only see their own data. The report pulls from a master source sheet, which has a Contact column that maps to each employee. My…
I recently changed two column types from Text/ Number to Date columns in my summary sheet and when I created a new project I got the following message… Does anyone know how I can fix this to ensure the data links in to my summary sheet correctly?
I have added a check box in the summery sheet. which I want to be unchecked at certain frequency.
Is this intentional?
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…
The Sheet Summary Fields can be incredibly useful in providing sheet instructions or other sharable information to sheet users, however the summary fields are one of the best kept secrets for many users. It would be helpful if there was a means of discreetly alerting the user that Sheet Summary Fields were available. Even…
I check with Smartsheet to see if this was possible and it is not. I've submitted an enhancement request. Support suggested I post the idea to the Community so folks could "like/vote for" the idea. If by chance someone knows how to do this...reference sheet summary values from another grid, or between sheet summaries on…
This discussion has been merged.
