mattstoc

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  • Andree - as always thanks for the prompt response. Response 1 - Use WorkApps or "highest Advance package" - Those would likely work, but we have decided we are not willing to put additional money into premium apps/packages Response 2 - Dynamic View - This we have and are interested in wresting more value from it. I…
  • I didn't know that and it is helpful. It is a step in the right direction, but I still believe a view/edit form that allows for placing fields where desired would be a great addition.
  • Ok, we figured it out. Edit can edit cells (add formulas, etc). Admin is required to make a structural change to a sheet (insert column, rename, etc).
  • Thank you for the quick reply. I have the data in a single sheet, so it is not a problem of gathering data. The thing I am trying to resolve is the visual layout of a single record of information. The options I appear to have in smartsheet: 1) Run a report with the columns I want in the order I want. Filter that to the…
  • Andree, Thank you for the reply. That is the solution I came up with as well. The primary drawback is I put data that should reside in a single place (all the project data) in two separate places depending on who is using it. It is just not as logically clean. Have a great day.
  • Thank you both for the information. Julio - I was unaware of cell-linking and they maybe a workable solution, I need to play with it a bit and see. Andree - The control center looks very useful, I'm jut not quite ready to invest in a another premium tool. However, I may be as our portfolio grows.
  • This has been fun since I am learning smartsheet. I created a similar spreadsheet. The following formula works for me: =IF(AND([Global Lead]@row <> "EU", [Regional Startup Date]@row = ""), [Lead Startup Date]@row, [Regional Startup Date]@row) Notes: The result column is formatted as a date data type It looks like your…
  • Here is the formula that I used (I recreated a similar sheet) =SUMIFS([WC Value]1:[WC Value]18, Parent1:Parent18, 1, [Producer(s)]1:[Producer(s)]18, "Kristina")
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