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Am I doing it wrong? Salesforce connector, Mesh, control center, Data shuttle ugh and now RM
:) Replacing a JIRA system that was not really used well with Smart sheet and Sales force in a united front to try and perform work flow, report out, and track time, then export for billing back to Salesforce. High level, we have a pre sales sheet that captures input from Salesforce on win, loss, and or type of project.…
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Restore Historical Versioning of SmartSheet
Last week I encountered an issue that caused several of my columns to get misaligned & information was no longer in the correct column. I did not realize that this had happened until the sheet had already saved. After chatting with multiple CS reps, I then realized there is not an easy way to restore the sheet to a…
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Intake Sheet column entries lost
Hi, Ive changed a column from Project Sponsor to Business Sponsor and it seems to have deleted the previous entries in the columns. I can rectify by looking in activity log but is there a quicker way to restore the previous data in this column
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Sheet Statistics
Something that quickly shows # of rows # of columns # of cells # of cross references # of unique formulas I'm sure there are other metrics that would be nice to see quickly Close to breaking warning or notification to sheet owner Could be part of Work Insights but all together, like a table, and update immediately.
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How do I add conditions to an existing filter?
Hi, I have an existing filter comprised of 6 predicates which all have to be true. I want to edit this filter to add a predicate (to make 7), but I only seem to be able to remove a predicate, not add one. Can anyone help please? Thanks, GAM
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Index/Match - Primary Sheet to Individual Sheet
Hi Community, I am looking to track training at the individual employee level as well as for my company overall to provide statistics. Currently I have two sheets. One is the primary tracker, and the second is an individual employee sheet (template). The primary tracker has approximately 107 columns, each column represents…
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Merged: Ability to wrap line in calendar view
This discussion has been merged.
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Conditional Formatting - multiple columns
Hi All, Hope you are all safe. Is it possible to apply conditional formatting to multiple columns (same condition). I have data in 10 columns. I want to highlight cells where the value is not equal to 0. Currently I have to apply conditional formatting to each column separately (cloning the rule). Is there a faster way?…
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RACSI/RACI Matrix with Conditional Formatting
Does anyone have a solution to easily set up conditional format for a RACSI/RACI Matrix without having to clone each RACSI option and setting up a conditional format for each role (in columns)? Like a formula or selecting multiple columns with the same dropdown? I created a traditional RACSI matrix for a customer but got…
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Clarification on Asset Access When Licensed User Is Downgraded to Viewer (USM Model)
Hi Community, Under the User Subscription Model (USM), I’d like to clarify what happens when a Licensed User who owns sheets or other assets is downgraded to a Viewer. From my understanding: The user will no longer be the owner of the sheet or asset. However, they will still retain access to the item, but only as a Viewer.…