- Setting up Update Requests for a monthly/quarterly basis
I'm trying to create an Update Request notification for certain rows in my sheet, but to be sent out on either a quarterly or monthly basis. More specifics--I am in a legal dept at a mortgage company, and trying to track common questions our regulators ask commonly. There are items where our responses may change on a…
- Creating a Formula for Dates and Traffic Lights
Hi, all! Our office is new to the SmartSheet community. I am having some trouble creating a formula for a sheet. I have the following columns: * "Initial Contact" - formatted as a date * "30 Days Since Contact" - formatted as a green traffic light * "60 Days Since Contact" - formatted as a yellow traffic light * "90 Days…
- 条件统计与外卡
I'm trying to count the number of items in a column where part of the text shows. Is there a way to do this? For e.g., I'd like it to count up the number of rows from a column in which the words "ids" show up. Keeping in mind this only part of the text (e.g. some rows say "ids?", "ids due", "IDS? Client refs" etc." I've…
- Document Management Systems
Hello All, 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 problems). It doesn't have…
- Volunteer Allocation
Hi All, I am attempting to find a solution for a specific manual task that is error prone and very time intensive - We need about 300 volunteers occasionally on short notice and need them across multiple cities in 20-50 specific locations (we do not know these specific locations until last minute). I have built a survey…
- Join Collect
Hi I'm trying to to create a sheet that tells me all of the timekeepers that work on a client from data from another sheet. Currently I have sheet that list all of our clients and I will like to add a column that list all of the timekeepers that work on the project. Normally I would use Index Match however, some clients…
- Gantt chart that overlays multiple projects
We are trying to see if there is a way to view a Gantt chart that overlays projects that are in multiple sheets so that we can make sure our department is not spreading itself too thin/which projects have overlapping timelines. Is there a way to accomplish this?
- Smartsheet to Word Document
One of the ways, we utilize Smartsheet it is track the publications that come out of research. A few times a year, we are required to report on all publications and they need to be formatted in a specific way. Is there an option to transform a row into a Word friendly version v. the information being in row format.…
- Email User Completed Form
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 and email a confirmation…
- COUNTIF in Sheet Summary
I am using this simple formula in a new field in Sheet Summary & I keep getting an "Unparseable" Error. =COUNTIF(RESPONSIBLE ENTITY:RESPONSIBLE ENTITY, "FIRM")
