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Can't build an alert - formula-based email not acceptable
Hello community! Anyone have a work-around for this? Here's the situation: I’ve created a vlookup formula in my sheet to obtain an email address from another sheet, and then want to alert someone using the email address result from the formula. When I go to build the condition in the alert (for approval), the alert will…
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Metric Sheet Calculations for a Dashboard
Evening All, i'm looking to see how I can add to this formula a rule to not include sales variances of 100%. This shows when I am comparing year over year sales and the site does not have those figures to compare. =IFERROR(AVG({Sales Variance}), "") Many thanks, Sarah
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Approval flow for credit notes
Hi all, I have set up the first draft for an approval flow to draw up credit notes. At the moment I have a flow set up as test that works very well for 1 condition - but I need to have a flow that includes 3 conditions: - credit note approval request between 1-50 euro goes to person A - credit note approval request between…
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Filters for Smartsheet Documents
Hi all, I am looking to add filters for Smartsheet documents. I am relatively new with Smartsheet and have been tasked with creating some documents and reports. We are attempting to model one of our documents after the picture attached (the first one). Here is a synopsis of several goals we are working on: 1.) One of our…
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Attach a PDF in a Web Form
is it possible to include a PDF file as attachement in a Web Form? It is necessary to review that document and after fill the web form aout and submit it. I am triying to save time and efort for me and the users. Thank you. RP
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Dynamic View: Current User for Dashboard
I need to have current user view works on a dashboard report widget. May I know if it can be done by Dynamic View? I need to restrict user's view on the dashboard depending on who the user is and not sure if Dynamic View is a solution or not. Thank you!
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Forecast using if function
I am working on a budget tracking sheet where I have a forecast column. The forecast column is dependent on if there is a value in an estimated cost column or actual cost column. If there is no value in the actual cost column, then the forecast column is equal to the value in the estimated cost column. If value exists in…
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Formula issue - IF Statement between 2 dates
I have input a formula to calculate a monthly revenue figure for an annual subscription charge (i.e. divide the subscription charge by 12 between the dates 01/10/2018 - 30/09/2019. I used an =IF(AND...) formula however it is only picking up Oct - Dec of every year rather than Oct 2018 - Sept 2019. I can't figure out what…
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SMARTSHEET MERGE, HIDE SPECIFIC COLUMNS
I built a Fund Allocation Request form that makes people produce PDF for printing at the end of the process. To be able to produce the PDF, I use Smartsheet Merge. But I ran into an issue of confidentiality. Since the form is a finance thing, we don't want the users to see how much funds are requested for each items. Yet…