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Automated approvals
I have set up a workflow with multiple paths I come to a stop when I get to Decline. Here is my issue We set up an invoice approval flow The 1st step is to have an internal review and the 2nd is to the customer for approval. When there is a decline on the 1st step the next step is to request an update to revise the…
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Approval Automation Question
If an approval request has been declined. The next step is to ask for an updated revision via request an Upate. Once that is complete I am sending another approval request. I would like the same column to be updated but it looks like I have to create a new column... Or Save Status as Value? Where is that I am looking for…
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Phone support
Hi, is anyone aware if Smartsheet offers phone support in Australia when needed? regards Michelle
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OR function to check a box
I am trying to get one box to check under one or another conditions. 1. when a certain cell has any text 2. When another certain box is checked The function I came up with follows, but it doesn't seem to work. There might be one small tweak I need to make, but I am still new to making formulas. Thanks for your help!…
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IF COLLECT / MATCH COLLECT / INDEX COLLECT / VLOOKUP ?
Dear Community, I am trying to have an automatic filling of the column [Budget Max] while changing the column [Level] based on 2 other columns references: [Level attribution] and [Max Budget Range] with matching ROWS. If [Level]value = [Level attribution]value return [Max Budget Range]value of the same ROW of [Level…
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Summarizing from multiple sheets (count, drilling down, etc.)
I've been searching the Community section but am having a hard time finding the exact answer I'm looking for, so I hope someone can help. I haven't worked with Reports or Dashboards before, so I'm just not sure exactly how to set up my sheets for this new project. My company is conducting reviews of our office locations a…
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If Checkbox is not needed, show blank
Hello Smartsheet Gurus, I have a spreadsheet that has a few columns as checkboxes, but when the checkbox is not needed, I want the cell to show nothing. Is there a way to do that? Thanks, Arryn
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Auto Assign a Predecessor in Gantt
Hi, I have a series of standard processes that have the same dependency and predecessor data each time. I have the primary column as a job number, and then a second column with a drop down list of all the standard processes (I.e. assembly, pre-assembly etc.). If pre-assembly is selected, for example, I always want it to…
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Formula to add two columns together that meet the same criteria
Hello, Need some help with a formula, I am trying to add two columns that meet the same criteria from one sheet to total on another sheet. I have tried Sumif and sumifs formulas but they both comeback with errors Here is what I need: On sheet 1 I want to total columnA and columnB on sheet two if they meet (this) criteria.…
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Customer Database
I'm looking for a way to track our applicant demographics. Any one have any ideas to track all your customers in one place?