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How to put formulas in smartsheet form without it automatically override as text?
When I use an automation workflow from a form question hidden as I have the formula as the default value of that question, how can I get it to work it's formula instead of it overriding as a text? So when I put in the formula in the default value in the form and when after the form has been filled, the formula is exposed…
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Formula-Reference another sheet and see the column rather than(SheetName Range #)within the formula
Hello, I have a formula I am using on one sheet. The sheet is named "Mark" since he is the Point Person. =COUNTIFS([First Contact Year]:[First Contact Year], "2020", [First Contact Month]:[First Contact Month], "Jan", [Point Person]:[Point Person], "Mark") I have another sheet named "Summary - 2020". I want this exact…
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Version Control
Does Smartsheet have a type of version control?
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Customized Buttons in Dashboard/Portal
After seeing very nice dashboard presented in Best in Class Project Management video I tried to start developing something similar for our organization. However I'm struggling with creating customized buttons (like "Home", "Portfolio Dashboard", "Departments" etc) that you can see on the top of the dashboard that is used…
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Multi select checkbox count checked items
I have a multi-select checkbox that I am trying to count checked items in the cell and total in another cell In the column invest strategy capability I want to count items checked in the cell with the first arrow and put the total in the check mark under invest total. Same for the second arrow. I have seen the Countif and…
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Smartsheet Calendar Populates on Outlook Calendar
Hi, If we use the Outlook Smartsheet app, will calendar items on Smartsheet be pushed to the users Outlook? Thank you, Jared
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Custom Report Format Possible?
I need to be able to generate a simple format based on the data that exist in smartsheets. I store information such as news updates and I would like to be able to create a report that generates the text formatted in a specific way. For instance if I have the columns and 3 rows. * Publish Date * Category * Title * Body Text…
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Mail Merge with Google Docs: combine into one file
I'm doing a mail merge using Google Docs, which works fine except when I try using 'combine into one file'. I've seen a previous discussion where the pagination was an issue but mine is fine except it changes the font! Can anyone tell me where I'm going wrong? Thanks!
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Will locking a parent row lock the children?
Hello, I am looking at creating a way to track monthly time sheets. Ideally, I would like to have parent rows for each month with numbered days beneath. In theory, I would like to have an option where the supervisor approves that month, and then it automatically locks the entire month. This would mean that it would need to…
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Legal projects/task management sheet
Hi, I’m part of an in-house legal department. The company has different departments and different types of contracts/advice they require us to produce. To track the work, I have created one sheet for the legal team to use, covering all main "legal work" categories and then broken down to sub categories, tasks and then sub…
