Hi all, I'm currently using Zapier to move data from a google drive to a data source Smartsheet. During the transfer, sometimes there are multiple rows with the same claim numbers on the data source sheet (that part isn't going to change unfortunately). I have a separate summary sheet that that pulls the information I need…
Hi all, I'm using a match/index function currently to pull over data from another sheet. Currently I'm using this: =IFERROR(INDEX({Google Sheets PTI Daily Form 6/19/23 Range 7}, MATCH(claimNum@row, {claim num}, 0)), "") The sheet I'm referencing in the function has time and date in the same column, so the above formula…
Hi all, I'm attempting to compare data sets between 3 different sheets. Basically I want to compare our internal data to the clients data. The common denominator between all 3 sheets is a claim number, the dates in the columns though will likely be different, and my goal is to identify which claim numbers have dates that…
Hey all, I'd like to set up triggers on my sheet that would follow a claim throughout its lifecycle. The alerts I would like are if the contact date is empty once it's 2 days past received by date, if inspection date is blank once it's 7 days past the contact date, etc. I was thinking of creating helper columns that would…
