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 …
API & Developers135tcalvey
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…
Formulas and Functions63KDub618
Is it possible to create a pdf report based on one form entry? I know I can send an email confirming what has been entered on a form, however I would like to make this a pdf attachment rather than the body of the email.
Using Smartsheet108Improve Consulting
Over the past couple of days, I have searched and read every article and even solicited help from SS and have worked myself in a circle.
I have a drop-down list (Submitted, Approved, Declined), I need to "auto-populate" a date c…
Formulas and Functions285DENVER DEWEES
I have created a form to capture some series of data. One of the fields on the form is for the user that is completing the form to key in their email address. I would like to create workflow automation when a certain trigger has taken pla…
I'm trying to figure out how to have our dashboard update automatically when we work off of weekly periods. In other words, we are adding daily metrics that tally into weekly periods. Those weekly periods are collapsed and saved fo…
I am trying to count the number of cells that contain certain words, such as "NYSEG" or "RGE," when the cells may contain more than one of these words.
I have tried using =COUNT(FIND("ConEd", [Utiliti…
Formulas and Functions450ecosbar
Can I change the heading of an automated workflow email so it does not look so much like spam? I would prefer it to look like I sent the email and not the automated system.
Hi, We are creating an automated workflow that requests an update thru a specific mail and it does not seem to work.
Automated approval workflows work perfectly but update requests don't send the appropriate mail requested (eventhough in …
Sheet 1: Work Scheduled (number of work units scheduled in a given month)
Sheet 2: Budgeted Cost of Work Scheduled (to determine the total cost of the work scheduled in a given month)
I would like to multiply a cell from Sheet 2 with the…
Formulas and Functions2475JoeS
I'm working to have a request sheet move rows to a active list sheet. I'm getting the following error and having trouble finding information on what column name actions I need to look to correct.
Any help pointing me where I can find col…
My team and I are trying to implement our escalation algorithm in smart sheet but it would seem that SS can't compute natural log in formula. Are we missing something; Why is the SS math library so dumbed down?
Below is the formula in E…
Archived 2017 Posts87Michael.Baker
I currently use reports tied to a central tracker to report out project updates to several different teams. Some of these projects require sharing of attachments and conversations about those attachments using the row's conversation tool. …
I'm trying to setup an intake process where a new project is submitted through a form and appears within a project intake sheet for review/approval/denial. If approved, I'd like certain, if not all, column values for new projects to be cop…
Formulas and Functions54Brad Huff
Please help haha It is difficult to put into words exactly what I am trying to accomplish, but I'll do my best. Please ask questions if I'm not being clear enough.
I have a material column for material that is being delivered t…
Formulas and Functions169Mason Leavell
I have 5 project phases 1 thru 5.
Each phase has the same deliverables.
I have a Smartsheet with the list of deliverables for all phases numbered e.g. 1.01 for phase 1, 2.01 for phase 2..... 5.01 for phase 5. See attached example.
I've scoured the interweb trying to figure out how to link from my Smartsheet into a share folder using an html link, and have tried several different methods, but keep getting this error message whenver I try.
Archived 2015 Posts898Tim Williamson
I have several check box columns. When all are checked, I want to turn on a flag in another cell.
I first tried testing two of five check box fields and Smartsheet returns "invalid operation"
=IF(AND(COI:COI = "1"…
Formulas and Functions38terri.white82166
Referring to Row 6
I have a Status column and that can be Open or Closed. It depends on the condition of the Progress column which can be selected from the following dropdown menu. The first 4 conditions mean the Action Item is “Open”…
Formulas and Functions15t.siddall101151
Has anyone else experienced the newly-released multi-select option being buggy? I seem to have 50/50 luck when I attempt to select from the drop-downs when it wont display drop-downs. I thought it might have just been me but then I had t…
I have multiple projects that have their respective project schedule sheets and I created a dashboard of one project. I was wondering if there was a way to make a template of that dashboard so that I could make the same dashboard for all o…
Looking to VLOOKUP into one data sheet to find
- a sales rep name where the sales stage is contracted and sum up the Estimated Value field, which sums up any dollar amount in the (estimated value) field. End result is to show a sales rep …
Formulas and Functions15jhawker
I can't seem to figure out how to trigger a new Workflow on an existing data set.
I created a Move Row Workflow that is triggered by a change in my Status column and where there is a date present in another column (two conditions)…
Using Smartsheet58Charles Goodwin
Hi guys and gals,
We're a residential solar company that is new to Smartsheet and we're excited to be a part of the community. Before we kick off in what we hope is a good direction to be going with organizing our workflow, we wanted to …
I am using Smartsheet for a lot of different applications within our organization. I have a number of outstanding update requests - across a dozen sheets - but have no easy way of seeing the status of them all at once. Is there an easy w…
Archived 2015 Posts74Tim Williamson
Hi, there. I have a couple of questions regarding the email that is sent when a user chooses "send me a copy of my responses" when filling out a form.
1. The email is coming through with a high importance flag. Is this standard…
Using Smartsheet165Jenn Laughlin
Our group is switching from our current set up tracking and submitting to smartsheet. Is there anyway to edit the automated message when people go to the form? E.g. "Please discontinue use and.."
Using Smartsheet94Richard Winfrey
I am trying to build an inventory/stock management sheet but i cannot scan the actual bar code image into the sheet.
I have tried using an Iphone XR and a Samsung Galaxy S9 with no luck on wither.
It will only scan the numbers and/…
1. I have Action Items that can be reviewed by up to 3 Reviewers (Reviewer 1, Reviewer 2, Reviewer 3) before being Submitted for Approval. Reviewers are identified by Name. Reviews are done in parallel.
2. Some Action Items are review…
Formulas and Functions75t.siddall101151
Hey folks, any idea how to pull this information onto another sheet horizontally?
Basically, I am trying to consolidate some project information as seen in the "Source" screenshot.
This particular sheet has the status for multi…