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Smartsheet to create invoice from Quickbooks
Hi, I would like to know if we integrate data in smart sheet for invoice, will it create invoice from QuickBooks or when we create an invoice in QuickBooks, Can we get the data in smartsheet?
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Sending notifications to a contact list; user not shared to sheet
Hello! I have a sheet where there is a "Contact List" column and I want to send a notifications to that contact, but they are not shared to the sheet. The contacts are not receiving the notifications currently and I'm not sure why. I thought this was an upgrade Smartsheet made recently, but maybe I'm wrong. Thoughts?
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Expand All function?
Is there a quick way to expand all sub items in heirarchies? Without having to select each "+"? Thanks in advance! Sarah
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SUMIFS Multiple Criteria
I'm beating myself up. Im trying to calculate the sum of tasks, that if they have the status "Submitted" and the submitted date is in March then it would calculate the value. Currently it is saying its #unparseable =SUMIFS([Submitted ($)]:[Submitted ($)], [Status]:[Status], "Submitted", [Date Submitted]:[Date Submitted],…
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SUMIF with dates that land in a specific month
Im trying to use the sumif function to match 2 columns of data, transaction type, and corresponding value then return only month specific dates read from a date column. Date column is in mm/dd/yy format.
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Showing Milestones in Sights
I use a Sight as a dashboard, so I created a report to pick up only entire schedule for each project. i.e. I have 5 "bars" in the report, represents 5 projects. And I want to show milestones with each bar. Can I do it? If so, how? Each bar is cell-linking so I can go each sheet (project) if I click and see milestones. But…
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Track Non-human Resources
I have a computer that I would like to track in Resource Management. I read somewhere that I need to officially invite a user (and they need to accept the invite) in order for that resource to appear in Resource Management. However, since this is not a person, there is no Email to invite. I have added a 'dummy' user to my…
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Multiple Attachments in Forms
Hello - I'm currently working with our HR department on utilizing Smartsheet to essentially work as our application. I'd like to be able to have the ability for our applicants to attach their resume as well as their cover letter, however once I add one field in a form, I'm unable to add the other. Has anyone had any…
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Meeting minutes
Anyone with experience how to manage meeting minutes in a good way using Smartsheet?
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Formula for Parent, Child, and Non-parent/child rows
I need a formula that encompasses all three of the scenarios listed below. In my case, I have a Project ID system-generated column and a Rep_Project_ID column for grouping related tasks. I want parent rows and non-parent/non-child rows to copy the same-row Project ID and child rows to copy the parent Rep_Project_ID number.…
