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Archives for July 2017
Discussion List
Locking the top row when filtering.....
Hi Team, How do I keep the top row at the top when filtering (It holds all my calculations totals etc.) I understand we can’t lock it (if I’m correct), is there a symbol we can put in any of the top rows columns?
webforms with look-ups and formulas
Hello smartsheet fans, I've created a smartsheet for the sale team to populate with Customer Contract information which will then get shared with our supply chain colleagues. Some cells contain look-ups and some cells contain formulas...and so far all is working as it should. I thought it would be good to have the team…
Automated task status in a project plan
I am building a project plan and would like to have the "Status" to be automated based on the % a team member fills in for a task. I've tried several of the IF OR and IFAND statements and they work partly. I can get the "Complete" and the "Not Started" to work but unable to figure out the "In Progress". When I try to nest…
Lookups
i'm new to lookups in SS and am struggling to see where to put the data tables so that they don't interfere with the main body of the SS. I have 50 customers in a dropdown menu and i want to look up their corresponding; payment terms, account number etc See:…
Smart Sheet for a Print Shop?
I own a medium sized print shop and I am exploring software solutions to accommodate my client and job database, job tickets with product specification, production management, work flow etc. I currently have a database of around 80 000 completed job tickets that we use for reference. Just about every job is different. We…
Using Reports to Isolate User Access
I need to manage information pertaining to a client (single row per client) that contains three different types of information used by three different users. The sheet has formula that I want to continue down the sheet automatically. Because we are using webforms to register new client information, every time a user goes…
Using Zapier to Move Attachments and Comments
Is there any way to have Zapier move an entire Sheet's contents? I am trying to automatically move selected contents of a row that contains confidential information to another sheet that can be viewed by a user who I don't want to access that confidential information. But I also want them to be able to comment on the…
Exporting Attachments FROM Smartsheet to BOX
We are using Smartsheet to manage client data including a profile picture. Client info and attached photo is uploaded via webform to the Smartsheet. This photo needs to be edited and saved in Box so a) it can become the profile picture in their row, and b) can be available for printing an ID. I need a way to automatically…
Missing Column Criteria from Report Builder
Hi, I have been working on a report builder for a number of sheets from varying projects to show specific items. Understanding that I need to have consistent column names across all sheets, I have gone through the trouble of formatting them all. My issue now is that when I go to the report builder and I want to add more…
Calculate Date for Status Change
Does anyone know how to capture or calculate the current date that a status has changed on a task? I'm trying to capture the dates that each task is moved through the status phases of To Do, In Process, Done.