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Format of Automations
Apologies in advance if this has already been asked, however, I struggled to find an answer on this when searching in both the community pages and the help guides. I'm convinced I've previously been able to apply a setting on automations, such as alerts/notifications, which allow them to be displayed either vertically or…
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How to show a "Completion Status" column based off of certain cells containing value?
Hello Smartsheet community, I have a database containing the amount of training specific employees have received. I would like to create a formula that is able to recognize what level someone is at and then the training needed for that level. If they have received the training it would show as "complete." If they have not…
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Creating a Workflow that Auto-populates a Form/Sheet
Hello, I was wondering if it is possible to create a workflow that once submitted and approved would auto-populate a Sheet or Form. Currently we use Support Central to capture associates Name and unique identifier. Once the workflow is approved the end user manually types in the requester's information from the workflow…
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Formulas in Reports/Reference reports for Dashboard
I read in the community (the posts were a few years ago) that you cannot enter formulas into reports or that you cannot reference reports for a dashboard. Is this still the case? I having living data that really needs to be manipulated to get it prepared for a widget. I'm new to smartsheet and it seems like reports are the…
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Meeting Minutes Crossover/Linking
Hi, we have numerous live projects at any one time, e.g. Project A, Project B, Project, C and so on. We hold weekly Project meetings on each project and keep notes and assign tasks in a Project Meeting Sheet. Separately to this we hold other a number of other meetings such as Design meetings, Production meetings, etc where…
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Choosing a Task List vs a Project
So, I have a question that on the surface might have obvious answers but want to think through the potential implications for choosing a Task List vs a Project. In theory a Project should have a defined start and finish for all tasks. A Task List essentially becomes a "to do" list. Tell me what I might be missing please.…
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IFTEXT vs something for numbers not just text
Hello Community, I am using an IFTEXT function to automatically check a box in one column if the cell in another column(s) has text in it. I also need it to check the box when the other corresponding cells have, not only text, but numbers as well. Is it possible to combine the functions to allow for an "OR" command that…
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Annual Calendar Template by Day multi activities
Hi, the default set up for the Annual Calendar template seems to only anticipate one activity per day. How can I input multiple Activities per date without adding a new row and duplicating the day of the week and date?
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Linking Rows in a Master Sheet to a Separate Sheet
I have a master work plan with various departments. Each department is a parent row and the department's tasks are child rows that roll up. I would like to take a department's entire section from this master sheet and link each task/row to a separate sheet that is dedicated to only that department. My goal is if a change…
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How to return more than one value with multiple serach values with vlookup
Hi, I have two columns ID and C. Based on a vlooup formula in C with the search value in ID and need to show the value in C. My Question here is when I need to show multiple values based on multiple IDs. Example: If ID1=Result1 ID2=Result2 and ID3=Result3 and in ID column I write 1 2 or something like this and i want to…
