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Is the Docusign Integration Bidirectional?
Can anyone tell me if the Docusign Integration is Bidrectional or not? Use Case Present users with a Docusign form which ask them to read a waiver and enter three pieces of information: Name Email Event identifier And then sign the form. We want the data from the three fields to populate a Smartsheet grid and then attach…
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Organizing data in sheets
Hello Smartsheet Community! I am working on a project where I need to schedule staff into various sessions on different dates. I have set up a form and have collected this data. I listed each date as a question so I have 10 form fields with dates as column headers (Thursday, March 2) and staff choose either available or…
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Formula Help: Count number of time "Yes" occurs in a row?
Hi there! I am trying to write a formula that will count the number of times "Yes" appears across multiple columns in a single row. I am new to SmartSheet and having a hard time writing the formula. Can someone provide some guidance?
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Publish Report Link as Read Only- HTML
Publish report links with as Read Only-HTML like you are able to publish sheets to have the ability to remove attachments and comments. Hiding Columms still allows users think the links to view that attachments, and incorporating the report into a widget takes too much time
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Sharing Templates
Hi, I would like to share multiple templates that I have designed so others can use within my company. Does Smartsheet have the capability to share a blank template?
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Speed up loading of a Report linked to multiple Sheets
I have a number of Workspaces representing different Projects. I want to be able to Report on specific Sheets within each Workspace. I have several different Reports, each uses data from a different Sheet within the Workspace(s). Whenever a new project (Workspace) is added, I amend the Report data source to include the new…
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Multi Select Look up
I'm trying to see if anyone has any ideas of a formula that can been written for the following example. I'm trying to get the contact(mail) in sheet 2 to populate sheet 1(Approval Seq 1 Contact) column. There is 2 criteria (Division and Seq.1) on sheet 1 need to match (Division, Sequence #) on sheet 2 to return the contact…
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How to build a report that will count different criteria from a column?
I have a dropdown multi-select column in my sheet. It can be seen below: I want to be able to build a report in Smartsheet that will be able to tell me the count of each different category. For example, a count of all the clients that selected American/Alaskan Native as their race. Or, all the clients that selected…
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formula work one one sheet but not another
Hello I have a formula =IF(COUNTIF(IndexKey:IndexKey, IndexKey@row > 1), 1, 0) that checks all the indexkeys in the column to see if there are any duplicates. This works perfectly on my tester sheet which is an exact copy of the sheet I want the formula on but for some reason doesn't work on the main sheet and returns 0…
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Formula to check box if cell contains Date OR Text
I have a nested formula that currently involves one check box be checked and three date columns to contain dates in order to check-mark as 'Complete.' However, I discovered one of the date columns involved may contain text from time to time (as a date is not always applicable to this particular field). How can I revise my…
