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Copy the contents of a cell to another sheet only if a column in the same row is set to "Yes"
Hello, I am trying to automate copying of customer names from one sheet to another based on a second Yes/No column. Only customers with "Yes" in the secondary column will be copied to the new sheet. The secondary sheet will contain additional columns, so the Automation function will not facilitate the copy in the way I…
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Segmenting within Grids
It would be really helpful if Smartsheets allowed segmenting to provide the ability for formatting by cell or segments. For example, have the top segment of a Smartsheet have columns with formatting by contact names, and the bottom segment be a list of values, associated with the contact names in the rows above. Format…
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sheet with a form and history feedback
Hi I am Sascha and since January active user/admin of Smartsheet in our company. We have our portfolio and project management running and I think from time to time about some improvements especially in the project reporting field. we have these latest status section where the PMs shortly report current status in general -…
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Assigned Person Changed in Automated Workflow
I created a round robin process that takes the next person on a list of people and automatically assigns a project to them when it is added to a project list. If that person is out of the office, I created an automated workflow where if a project was assigned to them to re-assign it to the next person on the list. The…
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Changing Intakes for Projects already provisioned.
We are in the process of trying to change intakes as part of a movement to make our structure more scalable for bringing in new business units within our company into Smartsheet. Originally we had all of our projects being provisioned off of our ePMO Intake sheet. We have now developed a Master Intake sheet that will be…
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Slot scheduling conflict within a date range
Hello Smartsheet Masters, I am making a scheduler sheet for equipment slots. The sheet contains these columns: Conflict (Checkbox), Row (Dropdown list), Slot (Dropdown list, multi-select enabled), Start Date, End Date. I would like the Conflict cell to be automatically flagged if any one or more slots have already been…
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How do I amend this formula
What should this formula look like if I also want it to ignore any tasks that do not have an end date? =IF(AND([End Date]8 < TODAY(), NOT(Status8 = "Complete")), 1, 0) Its template formula from a project template set that surfaces at risk tasks to the roll up dashboard. IE those where the end date is i the past and the…
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Automatically Check a Box upon entering a date and time
Hello, In my Smartsheet sheet, I'd like to set up a system to check off meetings automatically. I'd like to enter a date (ex: 04/15/23) in a column and the time span in another column (ex: 12:30 - 2:30 PM). It would then automatically check a box in next column if the start time have already passed. Any advice would be…
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Cannot transfer sheet ownership
I am trying to transfer sheet ownership to an existing collaborator who is already an Admin. This message appears "This user cannot accept ownership at this time. Please retain your ownership or select a different user." Any ideas why this can't be done?
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How can I get the sum of one column meeting two conditions
Trying to get multiple conditions and sum up total billable. Where Manager = John Smith in one column and Invoice Date = January in another column Getting the #UNPARSEABLE error =SUMIFS(AND(Manager:Manager, "John Smith", Invoice Date:Invoice Date, MONTH(@cell) = 1), [Billable Total]:[Billable Total])
