Discussion List
Is there an automation that can send a "Generate Document"? Hello Is there an automation that can be created to send an attachment when certain criteria are met? I do not need anyone to sign the document, I just want it sent as a document. Thank you Merit
Assistance creating formula to reference status of previous task My team currently uses Smartsheet to manage the various projects we have across our locations. Within each location is a project line, and then nested within this is the project schedule and then nest within that are the various tasks associated with completing the project. Each task is assigned to a user responsible for…
开放ing Attachments How do I set it up so that attachments open in Smartsheet? I want excel files/attachments to open up automatically instead of having to download every time I want to view it.
Contact list in forms My sheet has an "assigned to" column, but I am wanting to reference my contact list for the available options. I know when I am directly editing the sheet, I can begin typing the contact name/email address and will see a list of available options - but the same feature is not available on through a form. Is there a…
Length and/or Character validation within a Form When creating a Form, I would like to be able to specify and/or limit the number of characters added to a specific field. As an example, when we ask for the UID (such as mine being U28CT27). Today, I can only give them a free flow box, but in this case, I would like to validate a length of 7 ---- and for extra strength, be…
Puzzle and Possible Formula Solution Inquiry? I need to create a formula to pull information from a Smartsheet to another with two different columns. For example: Year Criteria Geography 2023 Yellow North 2022 Orange East Let's say there are 50 entries that meet these criteria. I need a formula that will pull all 2023 Yellow North data to another Smartsheet. Then,…
check box if name matches, drop-down result is x, and date is within range Hi formula wizards! This is what I want to do: My sheet has a list of customer names and a column with a checkbox for each month of the year. This will be put on a dashboard to show when visits were made to each customer. I did think of adding all these columns to the contact tracker and hiding them, that's also an option…
How to Count if End Date is in Less than 365 Days? Hi Smartsheet Community. Hoping for your help on this question. We need to have a count of Projects that are closed and have an end date that is in the last year. =COUNTIF({PMO Project Pipeline Step}, "Done", {PMO Project Pipeline Target End},
No longer applicable. Getting answer in a different article. Removing question from this one
Formula to have status "ball" change color for blank cell I would like to have the status "ball" color change to red if the column cell is blank and green if the column cell has a date entered in it. PLEASE HELP!!!!!!
