I have created a form to capture some series of data. One of the fields on the form is for the user that is completing the form to key in their email address. I would like to create workflow automation when a certain trigger has taken place (example a checkbox checked) for the alert to be triggered
I am trying to figure out if there is a way to automate the selection of one of three stages (Not Started, In Progress, Completed) based on Start and Due date columns.
Activities with a Start Date in the future would be 'Not Started', activities with a Due Date in the past would be
Two formula questions:
1. I am trying to input a countif formula into a Summary field that will count how many times the name of a specific team appears in a column that uses a multi-select dropdown. This column also has some fields that are blank. Below is what I have tried and am
Hi all -
I am looking into setting up a workflow that will move completed projects from one sheet to another once they are flagged as 'Complete'. The workflow seems to work ok, but as soon as I set it up all my other workflows seem to be disabled and I receive this message: 'This workflow is being
I'm trying to populate an entire column on a sheet using both cross-sheet and in-sheet references. I'm trying to return a value according to the following logic:
Looking for cells cross-sheet that contain "Opening Date" and returning the value from the cell to it's right (also
currently my team (4 members) uses one excel file to save information about insurance incidents (task tracking with regularly action documentation f.e. what have craftsmen done, has insurance paid a.s.o).
It takes a few month until we all may use SmartSheet. Until that time I would like to
We are using SS and considering DMS options (Efilecabinet, Box, M-file) to manage the bulk of docs we handle in the process.
Wondering if anyone in the community that has a DMS in place can provide feedback or advice on their implementations. (how well it integrates with SS, potential
I am wanting to use a formula to count data in various columns based on specific time period. Example for the month of October, I would like to count various column data and when it rolls into November I would like the formula to continue to work without changing it.
I am able to use my formula (see