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DocuSign Status Column Not Updating Consistently (Non-Mapping Issue)
Hi Smartsheet Community, We’re hoping to tap into the collective expertise here about a DocuSign integration issue. Here’s our setup: •All information is collected via a Smartsheet form. •Based on certain cell values, one of several DocuSign integrations is triggered. •Documents are generated and routed correctly in…
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Weekly Status Bubble from individual projects carried to Portfolio view automatically
Hey there - and thank you in advance for any assistance. 😀 We have PMs in their projects assign a green/yellow/red bubble status indicator weekly. The sheet has row entries based on the week where they choose the bubble and other data elements. Today, on a separate portfolio summary sheet used for the portfolio dashboard,…
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Task status and Completion % not syncing b/w sheet & Resource Management
Resource Management currently has a huge gap due to the 'status' and 'Completion %' not being pulled into the Resource Management 'Schedule' view, which makes it impossible to filter out the completed tasks. So, if one wants to do the resource planning for only the incomplete tasks, they will have to duplicate their…
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Update Requests Log - Complete Type (with or without changes specified) and Complete Date.
Hello, When reviewing the update requests on a sheet, I can see when the update request was sent (Pending Status), and also if the user submitted an update (Complete status). However, what I can't see is if the User actually submitted a change or not unless I exit the "Update Requests" and access the "Activity Log" to…
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Error message when opening a sheet
Recently started having trouble opening some sheets on my account. Thought I may have gone over some limit or something so I upgraded. I also added a licensed user to be available for a new avenue I'm taking with my job. I am still getting the an error message. Status shows that the site is operational. Message states…
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Can't get the "Ongoing" piece to work
I'm trying to make a formula, a typical status formula which I do often. But it was asked to include an "Ongoing" status when the % Complete column is at 99%, regardless of other conditions. The problem I'm running into is that no matter how I input it, the "In Progress" piece always overrides it, and I can't quite get the…
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Formula for Status Bar
Hello - Please help me build a formula with the below info: Status Bar Column - I want to capture the progress of when a document is being signed with Empty, Quarter, Half, Full values. Columns: Date Received - when a date entered the status bar would change to quarter Date Initialed - when a date is entered the status bar…
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Help with writing a formula to show Completed and Past Due along with other status.
Hi there, I am able to get all the status to show correctly, except the 'Complete' and 'Past Due', I know its something simple and I am just not thinking of it, help is appreciated! I am using a 'End Date' and '% Complete' Formula used on the 3rd date down =IF(OR([% Complete]@row = 0, ISBLANK([% Complete]@row)), "Not…
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Dashboard - How to Add Dynamic Editable Text on Dashboards
Hi, I am working on creating a Dashboard where the Project Manager (PM) can input their Project Summary, which will then be displayed on their Dashboard. I understand that I can create a Metric Widget, connect it to a specific sheet, and point it to a particular cell. However, I need to ensure that this setup remains…
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Display Status.Smartsheet.com in Smartsheet Dashboard?
Is there a way to display the Smartsheet Status (status.smartsheet.com) in a Smartsheet Dashboard? It could be an abbreviated version that just gives "All systems operational" or "There's a problem somewhere" I'm aware you can sign up for email updates, text messages, RSS feed, Slack, and even webhook, but I am not sure…