- Placeholders in Message field for Update Requests
When creating a message for an update request, I am trying to make an automation for general use. Within the message I tried to include {{Customer Name}} where Customer Name is a column name. I was reading somewhere that this should be able to pull in the details from the Row the update request is being sent for. However,…
- How can I get the month text
Based on a date in a cell, how can I easily calculate (in another column) the month text (such as "Jan" or "Feb"). In Excel I would use the TEXT function, with a format of "MMM").
- Workaround for Grouped Reports with multi-select dropdowns
Hello, I know that currently Grouping in Reports is available only for single-select dropdown lists but I want to share my process so maybe we can find a workaround! The source file, is a sheet that picks data from a form. I just made an easy example: Then, I need to create a grouped report that shows the "Task" column but…
- Include attachment in automated workflow email??
Is there a way to include an attachment in automated workflow email? I tried using the "alert someone" workflow and selected "Links to sheet and specific fields" and then selected "attachment" but it didn't work.
- Dashboard Question
I am pretty new to smartsheet so I was looking to see if I could get some guidance. My manager is looking to see if it is possible to select "Ready for Test" on the dashboard and ideally it would take her to the smartsheet but only to the rows that have "Ready for Test" selected. She does not want to see the entire…
- Control Center error 4000 failure to add project data to summary sheet from metadata sheet
Hi, I have a project system that has been in place for a couple of years. Today I noticed my summary sheet was not populating with new projects. The name of the project is added to the summary sheet, the project is provisioning, but none of the data is being passed to the summary sheet. If I try "Update Reporting" or I try…
- JOIN/COLLECT/IF statement
Has anyone used a JOIN/COLLECT statement within an IF statement? Specifically, I want to join and collect responses across multiple rows where a column in the sheet has a specific value. See the example, where I have data in a source data sheet that I'm trying to summarize on another sheet. Not even sure if JOIN/COLLECT is…
- Move/Copy Row Automation to Include Child Rows
Hello, I love the pre-configured automation Smartsheet has to easily opt to move or copy specified rows out of a sheet and into another sheet. It would be helpful to be able to move a group of child rows with their parent as an added level of functionality. Use case: I'm using Smartsheet to manage credentialing for…
- Countifs function when using multiple contacts in a cell
Hello, I am trying to run metrics on assigned tasks that are assigned to people on my team. I have reports that will pull into each person's task report even with multiple assigned contacts in a cell, but when I do COUNTIF for a specific person's task, it does not count because there are multiple contacts in a cell.…
- IF ERROR
Hi there, I need a hand setting up a formula between two sheets. In sheet 1, I have a list of names and a variety of states. In sheet 2 I have a list of names and a variety of states. I would like a formula in sheet 1 that looks at sheet 2 and returns a checked box of the combination of name and state is not found in sheet…
