Dropdown options for approval workflows
For the approval automations/workflows that send out emails to specific personel with the option to approve or decline a request, it would be super helpful if SS would allow users to provide a dropdown list of standard rejection reasons. I work on a team that when a new request comes to Finance we have a list of 5 reasons…
How do I combine multiple INDEX Collect formulas in one Formular?
Hello, dear support team, I have a question about combining several Index Collect functions. The Goal is: I want to get the Payment Terms into the Cash Out section of the Cashflow. As you can see in the picture below; 25% of Product #1 has to be paid in the calendar week 8. 50% of P#1 in CW9 and the remaining 25% in CW10.…
Please Remove Cross-Sheet Reference Limit
I am currently trying to pull in data from multiple different sheets into 1 summary view sheet and hit the 100 unique cross-reference max limit, and I am not even halfway finished with my task. Can this limit please be removed or at the very least increased to a much larger number?
Quickbooks & Smartsheet
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 invoices): The power of Smartsheet i.e. (approvals, communication, notes) makes this a beautiful…
User Management - Custom Job Categories
Allow entry of custom job categories. Add new fields to capture a user's business unit and department. These fields should also be included in all user reports. This functionality would be helpful for businesses that cross charge business units and depts for licenses and usage.
"Review status" based on multiple checkboxes
Hello! I need help trying to figure out formulas that triggers the review status to green or red based on how many checkboxes that represent each month of the year are checked off. The boxes that are checked off would be based off on the frequency column which is semi-annually, annually, bi-weekly, daily, quarterly,…
Multi-select dropdown column to pull single value in another column
Hi Everyone! I need some assistance with a formula to extract single value from a multi-select drop-down to individual columns. I got most of the process to work but for whatever reason the formula for control 4 column ends up displaying a incorrect number "12." instead of "12.1" and control 5 column displays the whole…
Cell Value Capture for Monthly Reporting
Hello, I am trying to build an executive summary dashboard and would like to capture cell values at the beginning of every month to compile on a monthly basis. I have thought about using a row copy automation however i need to build a "capture sheet" for the dashboard to reference for several data points (total invoice…
Spreading contract value by Calendar Year based on Period of Performance start and end dates
Good evening, I am working on transitioning data from Excel to Smartsheets and am having trouble figuring out the Smartsheet equivalent to a formula I have used for years in Excel to spread contract value/revenue by calendar year as follows:…
Workflow Automation: Copy changes to a new sheet
I manage a smartsheet that has a 2yr rolling forecast for 1,000+ expenses. At the end of the month, I would like to review and share all the changes that have been made to the "Cost" column. With workflow automation, I know that when a change is made to the Cost column, I can: Have the changes emailed to me at a frequency…