Best Of
Re: How can I convert a Local currency to USD in the Smartsheet Form.
I use a lot of forms where the person filling out the form enters the amount and then chooses which currency. You could do something similar.
On the sheet, I have a helper column that pulls in the exchange rate previously entered into a separate metrics sheet, and then it will autocalculate it into the main currency that I need (USD).
I get the exchange rates from oanda.com and enter them manually into the metrics sheet, and then Smartsheet does the rest.
This is what it looks like on the metrics sheet:
And this is what it looks like on the sheet where the form entries show up:
The column "Exchange Rate" column uses an INDEX MATCH formula to pull the exchange rate from the metrics sheet.
The "USD Equivalent" column is a formula to convert it into USD.
LizTo
Re: QR Code and Forms
@StephanieStepney Forgot to mention It is also on the Smartsheet Marketplace: https://www.smartsheet.com/marketplace/apps/inline-qr-generator
MaaikMeijerink
Re: QR Code and Forms
@StephanieStepney Perhaps our feature can help you: it is generating a QR code within a Smartsheet cell based on a simple formula: = QR(<column>@row), so without leaving Smartsheet at all: https://smart4b.nl/inline-qr-generator/
Just ask for the Trial, we will be happy to share a sheet with examples, so you can test it out yourself.
Regards, Maaik
MaaikMeijerink
Re: Change of Symbol Value Colors
I copy and paste the symbol in the Drop-down list and in my formula
IF([Blocked/On Hold]@row = "⚠️ On Hold"
JamesB
Re: Change of Symbol Value Colors
Yes, I just added wording for my use case.
Here is the site I refer to for symbols.
JamesB
Re: Automated formulas
Hey @Maria Ponce
If I'm understanding you correctly, you have a formula in another Date column like this:
If so, you can right-click on any cell in that column with a formula to apply it to the entire column:
Here's more information: Use column formulas to apply calculations to all rows in a sheet
Cheers,
Genevieve
Genevieve P.
Re: Is there a way to add a new summary field from a master project template?
Hey @stephenwiant
Paul is correct - there's no automatic way to push a Summary Field to multiple sheets that have already been created. The Summary Field would need to already exist in the Template before the sheets are created.
The Smartsheet API does have a way to add Summary Fields, if you wanted to do it programatically instead of one-by-one in the App. Here's the documentation.
Cheers,
Genevieve
Genevieve P.
Re: Internal Auditing - ISO9001
Hi Michael and RebSchr!
New to Smartsheet. I'm trying to build the exact same system as Michael. Since it's been a few months since this thread was opened, how is your system(s) working out? If you have any tips or suggestions, it would be mighty appreciated.
We've been doing audit on MS word Audit Reports (including Checklist, Observations, Recommendations), assigning # and tracking scheduled audits via MS Excel, then tracking observations via Smartsheet (Parent Audit No., children all the observations), route Audit Report via AdobeSign, and attach signed report onto Smartsheet. I'm working on building it all in Smartsheet instead, I have so far:
- one sheet with multiple Audit Checklists Forms. I liked the auto-numbering but re-considering since there's so many columns for all the checklists (dropdown Acceptable, Not Acceptable, N/A). Automation Generate Document intended to be routed managers (considering the check and comments instead though)
- one sheet with Observations+Recommendations Form - each to be routed, tracked and followed up on.
- one report that groups Audit Areas, lists the Audit Checklists and associated Observations and Recommendations.
Things I'm trying to figure out:
- I don't love separating Audit Checklists and Observations+Recommendations onto different Forms (and different Sheets, and different Generate Doc). Sometimes one checklist item has multiple observations, sometime one observation relate to multiple checklist items.
- it's a lot of columns, but wondering if assigning numbers separately or pre-assigning in in the audit schedule different sheet may be better
- Having trouble with the Annual Schedule and Dashboard.... for you, do auditors just manually check if its completed? or are you having a formula that automatically updates to complete based on your Checklists being complete?
Any help would be mighty appreciated,
Tran
Tran
Re: Text to Date
@Ipshita Mukherjee thank you for finding that guidance for me. The frustrating thing is that I HAD done something that worked that didn't involved all those formulas and in a fit of "why do I need these columns?" I deleted them and cannot for the life of me remember what I did. I'm checking to see if there is any way to get that version (I just need the one from 6 Oct) to see what I did. I have see the guidance above but just couldn't wrap my head around it knowing that whatever I did was so much easier!
Pamela Wagner
Re: Move automation is moving all items (not just the trigger)
Thanks for all of the input. I was never able to figure out the problem on my own but I spoke to tech support at Engage last wee k and we finally identified that it was happening only when I performed the "run now" check on the whole document. So I had to add an additional condition 😁
jacquedale