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Customizable Sheet View(s): save specific hierarchy layout
It would be helpful if sheet users could create, store, and share customizable views within the sheets, similar to filters. I'm NOT referring to views such as grid, Gantt, cards, etc. This is different. For example, I have a Schedule template with 300+ rows. Current functionality allows me to Expand / Collapse All, but I…
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best way to convert excel tracker to smartsheet
Hi all whats the best way to convert this tracker on smartsheet any ideas will be appreciated @Paul Newcome tagging as always for your advice please
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considering switching from CRM to Smartsheet. What's the best way to ensure a smooth transition
Do we have any standard templates related to CRM in Smartsheet? Appreciate insights and advice from those who have undergone similar transitions or have expertise in utilizing Smartsheet for CRM purposes. Specifically, I'm interested in: Strategies for migrating data from our current CRM system to Smartsheet. Best…
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VLOOKUP and COUNTIFS
Hi all, Hoping to get some help with a LOOKUP/COUNTIF formula. I'm trying to create a grid that counts issue location by month. I've created this column in the source sheet which is the range for the VLOOKUP. The sheet that this information needs to be pulled to: I'm struggling to create a formula that will count each…
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Deleting or Deactivating Request emails
Hello, I have an automation where it send a request email automatically and it resends the same email 2 more times both request emails. I do it this way as a reminder and don't have to ask them to search their emails. Is there a way to automatically delete or deactivate the old request emails? I know I can manually do it…
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Pause Time Tracked
I have a request to create a way to track a certain record's time since it's been opened, but the user would like the tracked time to not include when it's in a certain status. For example, if the record is in "Open" status for 2 hours, have 2 hours tracked. If the same record is changed to "Waiting on feedback", however…
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Find the position of an element in a dropdown list
I have two columns: Column One: It's a multi-select dropdown list with the names of products (the quantity of selected products can be very long) Column Two: It has the quantities of each product in the same order as Column One, separated by commas. Example of one row: Column One (dropdown list with multiple choices):…
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Link Columns to another sheet dependent on answer to question
For all exams listed on our Assessment sheet , if no incidents during the exam occur, is there a way to streamline by cross-referencing the Assessment sheet to populate specific columns in the incident report sheet instead of completing a separate report? I'd like a user to go into the assessment sheet, scroll to the…
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Grouping Columns
Hello, I am trying to track data by year for different buildings. I have three pieces of information that need to be tracked per year. Is it possible to group columns together to signify that they belong to a certain year? Thank you
