-
How to get symbol to automatically update in destination sheet when it updates in the source sheet
I have rows copying over to a new sheet whenever column C is a certain name the box in column J is checked. Source sheet: Destination sheet: I would like a formula to automatically update the symbol in column L of the destination sheet to match the symbol in column M of the source sheet when the rows of columns A, B, C, D,…
-
Advice for Primary Column
What would you recommend I use as a Primary Column on this sheet? Here are my columns and their type: * School Name: Drop Down * Month: Drop Down * School Year: Drop Down * Total Volunteer Hours: Number/Text * Submitter: Contact List * Comments: Number/Text Most of the columns are Drop Down or Contact Lists which can not…
-
Populating a Multi-Select Column from Excel
I am trying to pull my data from Excel into Smartsheet and have it to have multi-select columns. I am attaching my Word doc with the descriptions and images to explain. I cannot figure out how to get that document to post nicely in this window. :/ I appreciate any and all help. Teri
-
Editors Reordering Columns
Hello all, As I've read in Smartsheet Articles, the only roles that can change column layout are Owners and Admins. However, in one of our workspaces, we noticed an Editor changing the order of the columns in a Sheet. Are we missing something and is this expected behavior? If no, what can we do to fix this? We don't want…
-
Lock Filter so "Assigned to" can not turn off
I am looking to lock down a filter on a shared task sheet so that the assigned can only see their task. The filter has been setup and and applied as a rule to the sheet, but it appears that the assigned can turn the filter off and see all other task in the sheet. I do not want this to be happen, how can it be stopped? I…
-
Compare submissions
Hello! I would like to compare submission such that older submissions from same field "Name" are moved to different sheet. I can add a helper column called "Older" and would like to either populate the older rows with the word "Older," and number to signify it is older, or a simple yes/no dropdown. I currently have a…
-
Assistance Needed with Updating Month-Wise Data and Dashboard in Project Management
Hello everyone! I've recently taken over a project that was previously managed by someone else. I've observed an issue in the project's dashboard where the month-wise data, used for generating graphs, is only available until May (please refer to the attached image). Upon inquiry, I learned that the sheet containing the…
-
Sheets
I am trying to convert my excel spreadsheet into a Smartsheet and I want to be able to attach pdfs of receipts that exist on my Dropbox folders to each of the relevant cells in Smartsheet. The data is worth 6 years (a lot!). Is there a way or a code that I can use so that I don't have to attach all the files manually one…
-
Copy changes from Clone Workspace to Live Workspace
Hello all, We are working on a Workspace for a client and they have asked various changes to be made on their Workspace. We created a Clone Workspace to implement all changes and make sure it works correctly. The requested changes had to do with: Adding new columns to a sheet & update columns order Adding column formulas…
-
Importing from Excel works one way, but not another?
Hi there, I am trying to create a new sheet from Excel data. If I create the sheet and then go into the sheet and click File>Import>Import from Microsoft Excel, I can pull the data in, but when I leave the sheet, everything is gone. When I import the data, I follow all the usual import steps, but the Save option is grayed…
