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Row or Record roll up and multiple forms or sheets
I have been attempting set up a relational database for multiple client use. This database should track records (rows including child rows) as it progresses through different phases. Projects may stop periodically and should be searchable and may be re-started later. I have tried using 3 column relational connection to…
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Best practice for an Employee on-boarding process
Hi - new to Smartsheet and my MD and HR Director have asked me to look at rationalising some Google Sheets they use at the moment to track employees from initial interest through to starting with the company. I've looked at a couple of templates and started down the road of creating a sheet which has Surname as the Primary…
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Submitted Web Form - User Information
We are creating a web form to track business development possibilities. Other than adding a "Your Name" field to our web form, is there a way to see who submitted the form? On a current smartsheet where we are using a web form, I can right-click to view history, but it shows only "web form user". What we would like to see…
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Sheet automatically scrolling across as soon as I place mouse in sheet.
I have one sheet (that is shared) that automatically scrolls across to the right of the screen as soon as I place my mouse in it. I can not manually correct it back to centre or to the left of teh screen so i can read the data in it. My other sheets are not affected, and are working fine. Can you please recomend a remiedy.
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Date miss matching
Hi all, Ok so I reside and work for a company based in Bangladesh and we use this format for date ( Date / Month / Year ) so today will be 30/3/2019 I have two base sheet that feeds directly to a master sheet via direct cell linking which is used by the management to keep track of the latest updated. Now the base sheet the…
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Avoid Overbooking a Training Facility
Hi, When creating a project grid for training events, I add a column named "Venue". In this column I provide the name of training facility where the training needs to be conducted. Hence, I need a way to be alerted when using the same venue more than one time on a specific day. Because, obviously, i cannot run two…
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Cells are not aligned in the same row.
Hi, For some reason, there seems to be a misalignment between the first two cells in any row with the corresponding rest of the row. As if there is a split between them. The split grows as I scroll down. A very strange thing. The screenshot below shows the issue. I have selected multiple distinct horizontal rows. This is…
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Report vs workspace permissions
Hi all, can someone please verify whether the workspace-level permissions override the sheet or report-level permissions? For example, I have a user I'd like to have Viewer permission on the overall workspace but Editor permission on a specific report. He has Editor permission on the underlying source sheet (located…
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Help with SUMIFS & INDEX/MATCH Formulas
I need to first find the column number where the number 1 resides on the "Lookup Value -->" row. Next, I need to shift two columns to the right, which would be "4/2019 C" and sum the values for Client B, I have tried various combinations of SUMIFS, INDEX(MATCH()), etc.,but with my last attempt, I received #INVALID VALUE…
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Trouble creating COUNTIFS
For the life of me I cant get SS to sum certain target values. For example I have an "Audit Status" column with drop down functions, some of these functions represent being "completed" and I have a sheet that I want to reference these variables as combined. i.e. Completed, Not Required, QC Complete, and Bypass QC all mean…