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Salesforce integration
Hi all, Newly "back" to my organization, Smartsheets is a new tool they use. I have taken a lot of the video training, but I haven't found one to understand how Smartsheet and Salesforce work together. Can anyone guide me or post where I can find the training?
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Can I count cells between number thresholds if the cell also has text in it?
Hello! I'm currently creating formulas for a gift register to document the price ranges we have and how many are in each category. My categories are: £0 - £50 £50 - £100 £100 - £200 £200 + However, the formulas aren't pulling back all the data accurately because some of the cells include text too like 'less than £500' or…
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How to Preserve INDEX Formula Data When Archiving Row?
The Issue My project-specific metadata sheets use INDEX/MATCH formulas that reference the Intake sheet using a Project ID. When the automation archives rows from the Intake sheet, these formulas break because they can no longer locate the source data. Example formula: =INDEX({Project Intake Name}, MATCH([Project ID 1]@row,…
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I can't get any help to fix my forms.
It tells me this below and my QR links stopped working and there is no customer support even though i'm paying for this. formName: ajax formAction: fa_getLicensing serverStatus: false serverStatusText: CriticalException errorCode: 48
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How do I get the exact number of Years based on the date column (no more rounding up)?
Hi there! Can anyone kindly please help me with this - I'm new to SmartSheets and having trouble working out formulas… In one column I have dates that Volunteers started volunteering with our company. The second column I used the following formula to get the number of years that it totals: =YEAR(TODAY()) - YEAR([Vol Start…
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We need a way on a Project Schedule to delineate certain items can be completed on the weekend without turning it on for the whole sheet
A lot of work environments operate primarily on weekdays but have some scheduled milestones that need to happen weekends. Current settings only allow you to have all items in the sheet count weekends or all items in the sheet count weekdays. It would be a lot more functional for schedule building if you could make some…
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Web Version Loads The Same Sheet
Hello, With the new update I'm experiencing an issue I didn't have before. I use Smartsheet web version because I typically work with 20-30 tabs open and it makes it easier to use than the app. Since this new update, every day when I open my laptop I am prompted to log in (as usual), but when the sheets load they all open…
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Formula for Imported Data
All, Im importing data into smartsheet from excel and there is a lot of extra information in the file. How do i copy select columns over into another sheet? I will be doing this on a weekly bases can i create a "raw import sheet" that will automatically copy the information over to my preferred sheet? I will be deleting…
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Enable attachments in automations when using 'message only' option
We receive data from externals which we then need to verify. Once it's verified we then email them back a PDF (that's been generated using 'generate document' feature) as it contains the crucial information that's been verified, and they can keep as a confirmation. Currently, I use the message only format in an alert…
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Reactivating Business Plan: Will my existing sheets and permissions be fully restored?
Hi, I have a question regarding reactivating my Smartsheet subscription. Previously, our team used a Business Plan with one Admin (Owner) account and two additional licensed users. We canceled the annual subscription some time ago, so our account is currently inactive (or in read-only mode). If I log in as the original…