Ipshita✭✭✭✭✭✭

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  • Hello @Paul Reeves Yes, fortunately there is a way to create multiple approvals on the same level under the automation request tab where you can add more people from your org to approve/decline any decision. Here is the simplest way to do it - using the automation workflow, send approval requests to multiple people or to…
  • Hi @cclements In the case of Forms, a date field will always take up the default value of your computer's default date settings. For example, my computer is set to US date format of MM/DD/YYYY so it doesn't matter how anyone enters date in the forms,iIt will automatically get reflected in the same format as per my computer…
  • Hi @Nadege , Hope you are doing well. Are you trying to copy the information you have in one form in one sheet to another sheet? You can try one of the following - In the row menu, choose Copy to Another Sheet. In the Copy to Another Sheet dialog, select your destination sheet. Cell data from a row (or multiple rows) from…
  • Hello @Tbrooks Can you show an example from your sheet as to how your said sheet is determining the priority? Based on what you have stated here, since the ranking of the project is based on the priority, we'll need to create a relationship between the two columns using an IF statement. So that, the ranking is calculated…
  • Dear @VincciLiu My sincere apologies for the late response. Yes, you can notify multiple slack channels using Smartsheet but you will need to invite the Smartsheet bot to each of these channels separately and then select the right channel within the Smartsheet automation that you desire to notify. If you need the same…
  • Hello @dsmartsheetuser You will need to use a =IF(ISBLANK) formula in this case where if Actual Date is blank then the formula returns Planned Date. Try and let me know if this works. Hope this helps, Cheers! Ipshita
  • Hello @Buster Davis Do you only have specific dates for the actual end and go live date columns? If so, the following formula would work just fine. In case, it's a range please use less than or equal to and greater than or equal to instead of the equals to. =IF(AND([Actual End Date]@row = "03/01/23", [Go Live Date]@row =…
  • Hello @aecross Here is your answer - Instead of Status, enter your Bayside Conversion :) =IF(OR(Status@row = "Completed", Status@row = "Completed - Not Implemented"), 5, 0) Hope this helps! Cheers! Ipshita
  • Hello @Chiu Bar The document builder is a default feature in Smartsheet. It's available for every row if you just click on the 3 dots of the row, you'll see the "Generate Documents" as a default option. It allows you to fill out PDF forms and can be used to get electronic signatures/submissions. Try this out and let me…
  • Hello @Brittany S I can suggest an easy solution for you. Keep the newsletter section in one master sheet always updated, in the sense make all your changes in one sheet and then just copy and paste the whole widget over to all the other 4 dashboards. This might be a bit cumbersome, but I am hoping since you only have 5…
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