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Discussion List

  • Document Management Systems
    In API & Developers
    Hello All, We are using SS and considering DMS options (Efilecabinet, Box, M-file) to manage the bulk of docs we handle in the process. Wondering if anyone in the community that has a DMS in place can provide feedback or advice on their …
    133 4
    133 views 4 comments Most recent by Brianne Laird API & Developers
  • Volunteer Allocation
    In Formulas and Functions
    Hi All,  I am attempting to find a solution for a specific manual task that is error prone and very time intensive - We need about 300 volunteers occasionally on short notice and need them across multiple cities in 20-50 specific location…
    64 3
    64 views 3 comments Most recent by Brianne Laird Formulas and Functions
  • Find all similar entry names and add their qty
    In Formulas and Functions
    Hello I have a sheet I made where I load in all my orders of items needed for a job. Each Item has a code assigned to it I'm calling the Entry Name. There will be times where the same Code/Entry Name will appear several times during the li…
    Accepted
    22 8
    Accepted Answer 22 views 8 comments Most recent by Andrée Starå Formulas and Functions
  • Automation 'Copy to another sheet' doesn't work
    In Formulas and Functions
    I have set up an automation rule to, when triggered, copy rows to another sheet. My trigger is a certain field that changes from 0 to 1. I've tried a couple of times and non of my rows are copied. To test it, I added to the same automatio…
    Accepted
    301 15
    Accepted Answer 301 views 15 comments Most recent by Becky Horton Formulas and Functions
  • Form Confirmation Options
    In Formulas and Functions
    I have created a purchase order sheet and form which auto generates a number each time. How do I reference this number to pull it through into the form completion confirmation message and/or email?
    704 4
    704 views 4 comments Most recent by Debbie Sawyer Formulas and Functions
  • Quickbooks & Smartsheet
    In API & Developers
    So. I've been working on this Quickbooks & Smartsheet Integration for a couple of years now for my own internal use.  It has many application & the proof of concept exists and we use it.  We use it for an approval process (for in…
    1.6K views 16 comments Most recent by Michael Humenansky API & Developers
  • Budget v. Invoice Cost Codes
    In Formulas and Functions
    I have two Smartsheets. Sheet 1 is my budget broken down into various cost codes. Sheet 2 is a log of all my invoices with cost codes and amounts assigned to each invoice. I am trying to take the amount from each invoice and have them popu…
    Accepted
    17 11
    Accepted Answer 17 views 11 comments Most recent by Paul Newcome Formulas and Functions
  • Trouble with COLLECT in INDEX/MATCH
    In Formulas and Functions
    I'm trying to troubleshoot an INDEX/MATCH formula that contains a COLLECT statement which is supposed to limit what cells are being used for the MATCH. I am referencing a project schedule, looking for the "next deliverable" - we…
    297 5
    297 views 5 comments Most recent by Paul Newcome Formulas and Functions