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Datamesh to Update Engagement Progress for Coaches and Clients
I run a smartsheet for tracking coach/client engagements. There are typically 6 or more sessions in an engagement. Neither coaches nor clients can have access to the sheet. I need the coaches to report the dates of each session in the engagements. Due to the nature of this environment, coaches can report any number of…
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#Circular Reference when automating Yes,Hold,No decisions
Hi, Hit a lil road block here. Trying to automate the symbols for my status column based on drop down lists, but i keep getting a circular reference when putting in this formula, =IF([Lead Result]1="Win",Status1="Yes",IF([Lead Result]1,="Negotiating",Status1="Hold",Status1="No")) Posting a screenshot of my sheet for…
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Formulas: Countif / And / Children Rows
H E L P! What is a simple way to formulate the "Evaluation" Chart in the Screen Shots attached, based off ONLY the children rows of the 4 Departments on the top of the sheet in both the "status" and "risk level" columns? I'm trying to avoid a "messy" formula but I'm receiving an error through all my attempts.
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Automated Row to bring up
Is there a way to automatically bring up rows that are in the bottom of the sheet? for ex: bunch of tasks that are live, done and on hold respectively. Is there a automated way to bring the live rows up, done rows at the bottom and on hold rows in the middle? I can do this with a report but was just wondering if I can…
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Setting a default format with Parent/Child Rows
Hello, Is it supported to set a default format for parent/child rows? For example, when a row becomes a parent, automatically * set text to bold * set text size == 16 * set the row background color to gray and * set the text to white. Thank you, Justin
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Linking Cells from Columns to Rows / Transpose Paste Special
I am trying to copy data from a source sheet to a destination sheet. The data on my source sheet is in columns, but I want it to be shown as rows on my destination sheet. I have tried to link several cells at a time, but it only links one cell - not the group of cells. So... I tried to bring in over as column to column and…
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Remove user from shared worksheets
Several worksheets were shared to a specific user (email) but is not part of our user list found on the user management page. Is there a way to update this by bulk and not going through each worksheet? Unfortunately, some sheets were outside of a workspace. Thanks.
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Calling All Email Marketers - Approval Workflows with Smartsheet
Any email marketers use Smartsheet to manage their email campaigns? I'm trying to create a workflow to gather approvals, lists, etc. and to stay organized! Can anyone share examples (screenshots) of how you set up your sheet to stay organized with your email campaigns? Do you use forms and alerts/notifications? Thanks!
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Backups and Backup size
Hi, Any advice on how you guys save your backups to reduce the size it takes on your servers? Y
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Cloning Filters
Hi! I am setting up smartsheet for different departments in a company. I have 10 filters in one sheet and need the same filters for a different team on another sheet. Is there a way I can clone the filters just as in conditional formatting to be used in other sheets instead of repaating the same process again? Thanks!
