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Override formulas and hard code cell values once a row has been locked.
I'd love to have a condition where cells or columns are hardcoded or locked once critiera is met. Currently the lock feature does not override any formulas, so values can change within a locked row should a formula trigger a change. This defeats the purpose of a locked row in my opinion. Since we have many helper columns…
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Merged: Add Monthly Flexibility to Incurred Hours Reporting in Resource Management
This discussion has been merged.
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Is anyone using Smartsheet as their CRM?
We are looking to convert to Smartsheet as a CRM, but wondered if anyone has done this and the steps they took to develop their system. Also, transferring the information from the current CRM onto Smartsheet, any tips for how you did this, manually or via CSV file? Need some help.
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¿Como se modifica el nombre de la tarjeta de pago en los datos de facturación?
Necesito actualizar mis datos de facturación y sólo me permite cargar los datos de la nueva tarjeta pero encuentro donde cambiar el nombre de la tarjeta.
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Help Escalating an Issue?
Hi Community, Has anyone successfully escalated an issue with Smartsheet billing or support? I’m struggling to get meaningful resolution. I paid our invoice in December, and shortly after received a second invoice. During my initial call, I was told this was a duplicate related to an account change we discussed but…
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Formula for 2 values, whichever is larger
I am needing a formula for "[2026 Media Plan]*.05" OR "5,000" whichever is larger. I know it's an OR statement, I just can't quite get there. Thank you!
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Issues connecting to Entra ID for SSO
I'm looking to integrate SmartSheet with Entra ID. The goal is to configure SSO and have auto-provisioning. I've followed some of the steps provided already and seem to do what is expected? Is there more documentation somewhere that can provide some clarity?
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Please add a display format that automatically appends +/▲ symbols to calculation results
Note: Translated by moderation since enhancement requests are currently only supported in English. Currently, Smartsheet offers display formats like “Currency” and “Comma Separated” for numbers. However, there is a need to display calculation results as follows: Requirement: We want the format to automatically append a “+”…
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Additional Currencies
We are struggling with our budget tracking for projects in our APAC region, as their local invoicing currencies aren't included in Smartsheet. Some examples are: Malaysian Ringgit (MYR) Thai Baht (THB) We often convert between local currency and USD, so it can be quite confusing to not have an option for some local…
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Connect Xero Reconciled Bank Account Balance
Hi, I am completely new to Smartsheets and I have an issue with regards to integrations with other software. I basically want to connect the reconciled bank balance from Xero to a 12 month cash flow I am developing in Smartsheets. I am currently unsure which trigger via Zapier to pick and was wondering if anyone knew or…
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Billing Projection
All, Inquiring about breakout of 'Project Contract' to populate evenly across months based on 'Last Day of Start Month' & 'Last Billing Period.' Ex: Project Name 24006 would show $113,915 in June, July, and August to equal $341,745. Perhaps an added column in sheet is needed, that already has the even split sum. Attached…
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Distributing Savings Across Months Based on Term Date and Fiscal Year
Hello My Super Intelligent Smartsheet Community! I have attempted to solve my problem by breaking it up into pieces and I'm stuck. I think I've been trying to solve this for too long and my creative juices are fried. I have Service Providers we have contracts with. Each contract has a Contract Start and End Date and our…
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Merged: Request for Country-Specific Holidays and Multi-Currency Support in Resource Management
This discussion has been merged.
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IF/OR Formula Issue with writing
Hi! I'm trying to figure out a formula for an IF/OR situation. Basically -- if the [Add-ons] column includes the tag "Prebill," I want the [Final Invoicing Amount] column to be "[Total Project Cost] - [Prebill Actual Invoiced]." If it's NOT tagged "Prebill," I want the [Final Invoicing Amount] column to be "[Total Project…
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Refund.
I need someone to someone to help me get a refund. I didn't get a notification that my account would be debited and I no longer need smartsheets. Why is there no notification sent out to warn users that their subscription will be renewed?
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Do you know why Smartsheet 'forgets' my existing subscription?
I subscribed and paid for a yearly Pro subscription this October. Everything worked as usual for 3 weeks, then Smartsheet seemed to forget my account and email address completely. When I tried to sign in after 2 weeks of not using it, it requested me to sign up for the trial again. Nothing else worked with the same email…
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Subtract Invoice amount from Total based on Status, in Parent-Child relationship
Hi all, I am new to create sheets, but I am trying to create a solution to track forecasted invoices that need to be sent out. I want to put each invoice total separately and when the status is marked as "Complete" I would like to have it subtracted from the Contract Amount to show the Contract Balance. I set it up so the…
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how to set up info sheet to feed into Resource Management
I have entered this data and am using it as a way to track allocations across different projects. The different projects are indicated by the different WRT #s in column 1. I need to then summarize the last 2 columns by WRT #, which I've done here in a report. I am wanting to add some type of flag or conditional formatting…
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Need a column formula to pull balance from last row
I have looked at multiple questions and threads on the community and not found an answer that works. I am trying to create a column formula that pulls the [Balance] from the previous row into the current row entry. I was getting a #circular reference error, I tried IFERROR and some recommendations on other posts, but…
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SUMIFS formula syntax
Hi, I believe I'm needing help with the syntax for the SUMIFS formula. See the below photo with example data: I am wanting to total the revenue generated for each department (category) and sub department (topic) only if the status is labeled "Won" - which the above screenshot would not be included in the total. The "Topic"…