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Attach checkbox column in the source sheet to a specific user per row.
Hi! I am trying to create DVs from this sheet that will do the following: In this screenshot example - Elizabeth is the roadmap owner, but Deb is the Calendar invite owner. So in Elizabeth's DV, I still need her to be able to see this row, but not be able to edit the Calendar Update Complete column. In Deb's DV, I need her…
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Sum if Multiple criteria matches across 2 sheets
Hi, I have two sheets containing a table of items. Sheet 1 is for entire item list and sheet 2 is for items used in a day. I want the sheet 1 to check the sheet 2 and reduce the numbers in the sheet 1 automatically. The problem I need to match two criterias. I tried following after making it work for one criteria. Any help…
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Multiple Projects into a high level Programme / Portfolio Project
Hi Clever Community, Sorry to ask this question as I believe I've seen the answer but that was 4-5 years ago and I cannot find the article now. So I have 4 projects, each with a suite of smartsheets (all from a template) including risks, actions, milestones and timeline. So each of the 4 have the same fields and layout…
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Dynamic Dropdowns in Sheet Summary
Please add support for dynamic dropdowns in sheet summaries. Use Case: We have project stage & status dropdowns in the sheet summary of our project plans. When we want to add a new option, we need to go through every sheet and manually update the sheet summary dropdowns.
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Using SumIfs with a date qualification
Hi Everyone. I would appreciate any feedback on what I'm doing wrong. In the formula below, when I hardcode my dates below, I get the correct answer back. =SUMIFS({Tech Enablement-NCAL - Allocation}, {Tech Enablement-NCAL - Timeline Range 1}, HAS(@cell, $Resource@row), {Tech Enablement-NCAL - StartDate}, <=DATE(2026, 4,…
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Smartsheet equivalent to a popup window or pivot table?
Is there anything like a pivot table in the smartsheet ecosystem? I am looking for a solution that is somewhat like a sheet reference, but perhaps saves the time of double entry? Case in point: those of you that use Concur travel or something similar, how do you organize the data and make it retrievable but also something…
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Merged: Revert Sheet to [Time]
This discussion has been merged.
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Using a reference sheet to bring in reference dates (e.g., 6 months ago, last month, etc)
I thought it would be easiest to create a reference sheet to house dates so I'm not constantly creating timeframe stipulators in my sheets, especially now that I am trying to create portfolio level rollups. When I observe the switch over from Mar to April, it seems like in order for the reference sheet to show April 1, I…
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Flagging Tasks as 'Blocked' if Predecessors are past due
Hi everyone! New to Smartsheet and trying to build some features for my company. I've been doing a lot of reading and tutorials, and I think I'm close to the end of this problem. Like the title says, if a task goes past its due date, I would all of its dependents tasks to flip to 'Blocked' status. I made it so far as to…
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Best Practice - How to introduce a new dashboard that will replace existing dashboards across multiple projects
History: Our PM's have redesigned a dashboard (status report) that replaces our current dashboard format used across all our projects. Problem: I need to figure out how to replace our current dashboard (and supporting Sheet) with minimal effort. We have a Template Library (Control Center users) so both the sheet &…
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Tired of messy image attachments in Smartsheet?
Tired of messy image attachments in Smartsheet? I built a small tool that lets you upload images directly into **cells (not as row attachments)** — making sheets much more structured and easier to review. 🔹 Before: Multiple attachments per row → hard to track 🔹 After: Images mapped to specific columns (clean & organized)…
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Use dependencies to set start and end dates independently
how can i use dependencies to help set both a tasks start AND end date independently (not using duration)? As an example, i would like row 3 start date to be row 2 start + 5 (I can get that by setting predecessor = 2SS+5), but I want row 3 end date to autopopulate with row 4 start date.
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Predecessors Drop down list like MS Project
It would be a tremendous help in creating and maintain project schedules having the dropdown like in Project for selecting Predecessors it is very time consuming to have to jump out or have a second screen open to fined what needs added. This would be a huge help in schedule creation and monitoring.
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Multiple Forms on single Sheet
I am wanting to have a sheet that is going to have all of our production records on it. The office manager will enter all of the work order information with 1 form, and someone in Quality will enter the measurements on another form. If I have the Primary Column as each part's serial number, will the measurement info be…
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Auto-populate parent/child rows in a separate sheet?
Hello! I was wondering if there was a way to have certain column data automatically transferred to another sheet. Once that data is transferred, I would like for that transferred data to automatically populate into an existing parent row (if the account name matches). Example: Sheet 1 is a request sheet that is auto filled…
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Merged: Elapsed days as Duration with Normal days or weeks as Lag
This discussion has been merged.
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Global Referance point
I and I think alot of others really need this, We need to be able to have a global reference point so that we can reference across multiple sheets that have that same column . at the moment we can only refence one sheet at a time per formula example: =INDEX({MACH MAT}, MATCH([Row ID]@row, {MACHROWID}, 0)) If i want to find…
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Sum values from child rows automatically with formula while allowing manual data entry into child row cells
We have a project plan with resourcing allocation built in to it (hours and budget) Currently we have a column for Allocated Hours where we are having to manually enter the below formula into the parent rows. I have figured out a work around by having a secondary column that I have hidden to sum the hours from the child…
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Autopopulate Cells Else New Entry
I am trying to create a New Order Entry form. I have a dropdown list that references our customer sheet. If the customer is not listed, you can choose "(NEW CUSTOMER)", which allows more fields to open up to add the new customer info. If the customer is listed, can I have the address autopopulate into the appropriate…
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How to link a value from Summary Sheet back to Intake Sheet
If I need the value from a Summary Sheet, to link it to the Intake sheet, is this how it should look like at the control center?