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Looking for some suggestions or Ideas

Simon Angel
edited 12/09/19 inArchived 2015 Posts

We have been using Smartsheet for a few months now and want to enhance what we do.

We run our customer projects on Smartsheet (all working fine).

We would like to create a Change Control Web Form, however we want to pick up the Customer Name from one place, the project from another and the CCF details would be manually entered into the web form.

* Does anyone know of plugin functionality that we could use?

* If not are there any examples of anything simlar being done elsewhere that we could look at.

* Once the CCF form is completed we want to convert the document ot .PDF and then pass it to docusign for signature capture.

* Once the signature is complete we will want to attach the document it to an element of an existing project.

Any one have any ideas or suggestions?

Simon

Comments

This discussion has been closed.
Nevermind, I resolved it!<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":322,"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[{"tagID":254,"urlcode":"Formulas","name":"Formulas"},{"tagID":335,"urlcode":"sheet-summary","name":"Sheet Summary"}]},{"discussionID":107817,"type":"question","name":"How to get the formulas to correctly count the completed tasks?","excerpt":"The current formula counts every task for the total. =COUNTIF(DESCENDANTS([Planning Done]@row), 1) + \" of \" + COUNT(CHILDREN([Task\/Topic]@row)) + \" Done\" I have been trying to get it to only count when all subtask from its proper row have been completed. There are 4 tasks and over 60 subtasks. When the subtasks are…","snippet":"The current formula counts every task for the total. =COUNTIF(DESCENDANTS([Planning Done]@row), 1) + \" of \" + COUNT(CHILDREN([Task\/Topic]@row)) + \" Done\" I have been trying to get…","categoryID":322,"dateInserted":"2023-07-19T19:04:08+00:00","dateUpdated":"2023-07-19T19:16:18+00:00","dateLastComment":"2023-07-19T19:40:18+00:00","insertUserID":163690,"insertUser":{"userID":163690,"name":"Ruvalcaba12","url":"https:\/\/community.smartsheet.com\/profile\/Ruvalcaba12","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-07-19T20:44:23+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":163690,"lastUserID":163690,"lastUser":{"userID":163690,"name":"Ruvalcaba12","url":"https:\/\/community.smartsheet.com\/profile\/Ruvalcaba12","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-07-19T20:44:23+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":6,"countViews":44,"score":null,"hot":3379592666,"url":"https:\/\/community.smartsheet.com\/discussion\/107817\/how-to-get-the-formulas-to-correctly-count-the-completed-tasks","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/107817\/how-to-get-the-formulas-to-correctly-count-the-completed-tasks","format":"Rich","tagIDs":[254],"lastPost":{"discussionID":107817,"commentID":386077,"name":"Re: How to get the formulas to correctly count the completed tasks?","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/386077#Comment_386077","dateInserted":"2023-07-19T19:40:18+00:00","insertUserID":163690,"insertUser":{"userID":163690,"name":"Ruvalcaba12","url":"https:\/\/community.smartsheet.com\/profile\/Ruvalcaba12","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-07-19T20:44:23+00:00","banned":0,"punished":0,"private":false,"label":"✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Get Help","url":"https:\/\/community.smartsheet.com\/categories\/get-help"},{"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions"}],"groupID":null,"statusID":3,"image":{"url":"https:\/\/us.v-cdn.net\/6031209\/uploads\/2N6H1QH5FWDV\/screenshot.png","urlSrcSet":{"10":"","300":"","800":"","1200":"","1600":""},"alt":"ScreenShot.png"},"attributes":{"question":{"status":"accepted","dateAccepted":"2023-07-19T19:24:31+00:00","dateAnswered":"2023-07-19T19:19:24+00:00","acceptedAnswers":[{"commentID":386066,"body":"

@Ruvalcaba12<\/a> try his<\/p>

Create a helper column called \"Helper\" and put this column formula<\/p>

=IF(COUNT(CHILDREN([Planning Done]@row)) = 0, \"//m.santa-greenland.com/community/discussion/comment/\", IF(COUNT(CHILDREN([Planning Done]@row)) = COUNTIF(CHILDREN([Planning Done]@row), 1), 1, 0))<\/p>

Then in your top level put this formula<\/p>

=COUNTIFS(CHILDREN(Helper@row), 1) + \" of \" + COUNT(CHILDREN()) + \" Done\"<\/p>"},{"commentID":386074,"body":"

@Ruvalcaba12<\/a> Maybe if you change the text of your second tier children to this or something similar<\/p>

=IF(COUNT(CHILDREN([Planning Done]@row)) = COUNTIF(CHILDREN([Planning Done]@row), 1), \"Complete\", COUNTIFS(CHILDREN([Planning Done]@row), 1) + \" of \" + COUNT(CHILDREN([Task\/Topic]@row)) + \" Done\")<\/p>

Then your top tier would be <\/p>

=COUNTIFS(CHILDREN(), \"Complete\") + \" of \" + COUNT(CHILDREN()) + \" Done\"<\/p>"},{"commentID":386075,"body":"

You could keep the number but you have to change something to distinguish. Second Tier:<\/p>

=IF(COUNT(CHILDREN([Planning Done]@row)) = COUNTIF(CHILDREN([Planning Done]@row), 1), COUNTIFS(CHILDREN([Planning Done]@row), 1) + \" of \" + COUNT(CHILDREN([Task\/Topic]@row)) + \" Complete\", COUNTIFS(CHILDREN([Planning Done]@row), 1) + \" of \" + COUNT(CHILDREN([Task\/Topic]@row)) + \" Done\")<\/p>

Top tier:<\/p>

=COUNTIFS(CHILDREN(), CONTAINS(\"Complete\", @cell)) + \" of \" + COUNT(CHILDREN()) + \" Done\"<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":322,"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[{"tagID":254,"urlcode":"Formulas","name":"Formulas"}]},{"discussionID":107785,"type":"question","name":"Formula Needed","excerpt":"Hi Smartsheet Team, I am looking for help with a formula: I have a column \"Schedule Health\" that has RYG Balls I am wanting this to change color based on certain criteria from 3 other columns \"Status\", \"Start Date\", \"End Date\". Ball is GREEN if \"Start Date\" is 7 days from today (ie project has not started yet) Ball is…","snippet":"Hi Smartsheet Team, I am looking for help with a formula: I have a column \"Schedule Health\" that has RYG Balls I am wanting this to change color based on certain criteria from 3…","categoryID":322,"dateInserted":"2023-07-19T12:29:48+00:00","dateUpdated":null,"dateLastComment":"2023-07-20T00:06:46+00:00","insertUserID":163658,"insertUser":{"userID":163658,"name":"Rod Sanderson","title":"Mr","url":"https:\/\/community.smartsheet.com\/profile\/Rod%20Sanderson","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-07-20T02:21:06+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":163658,"lastUser":{"userID":163658,"name":"Rod Sanderson","title":"Mr","url":"https:\/\/community.smartsheet.com\/profile\/Rod%20Sanderson","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-07-20T02:21:06+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":3,"countViews":31,"score":null,"hot":3379583194,"url":"https:\/\/community.smartsheet.com\/discussion\/107785\/formula-needed","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/107785\/formula-needed","format":"Rich","tagIDs":[254],"lastPost":{"discussionID":107785,"commentID":386098,"name":"Re: Formula Needed","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/386098#Comment_386098","dateInserted":"2023-07-20T00:06:46+00:00","insertUserID":163658,"insertUser":{"userID":163658,"name":"Rod Sanderson","title":"Mr","url":"https:\/\/community.smartsheet.com\/profile\/Rod%20Sanderson","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-07-20T02:21:06+00:00","banned":0,"punished":0,"private":false,"label":"✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Get Help","url":"https:\/\/community.smartsheet.com\/categories\/get-help"},{"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-07-19T15:43:55+00:00","dateAnswered":"2023-07-19T13:51:54+00:00","acceptedAnswers":[{"commentID":385913,"body":"

Hey @Rod Sanderson<\/a> ,<\/p>

=IF(OR(AND(Status@row <> \"Complete\", [End Date]@row <= TODAY()), AND(Status@row = \"in progress\", [End Date]@row >= TODAY()), AND(Status@row = \"in progress\", [Start Date]@row <= TODAY())), \"Red\", 0)<\/p>

I think this should work for the red.<\/p>

Let me know if this is the direction you are looking for and I can write the rest of the colors as well.<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":322,"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[{"tagID":254,"urlcode":"Formulas","name":"Formulas"}]}],"initialPaging":{"nextURL":"https:\/\/community.smartsheet.com\/api\/v2\/discussions?page=2&includeChildCategories=1&type%5B0%5D=Question&excludeHiddenCategories=1&siteSectionID=0&sort=-hot&limit=3&expand%5B0%5D=all&expand%5B1%5D=-body&expand%5B2%5D=insertUser&expand%5B3%5D=lastUser&status=accepted","prevURL":null,"currentPage":1,"total":10000,"limit":3},"title":"Trending Posts","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">

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