I am attempting to use Smarthsheet to automagically assign and return a unique id # to the requestor (without any intervention) Steps: Sales Person: Fills out a 'Request Quote ID' (webform) SmartSheet, logs the request and returns the Unique identifier to the sales person for use in generating their quote. **end…
Hello, is there a way to merge the text of 2 different cells into 1 please? I have tried several versions of this but I get different error messages. =(([cell]1) &” “&([cell]2) Thankyou.
It would be great to have the hyperlink feature not just be limited to web sites. If I could put a link to a file located on my network, I could then send a notification or send a row and the email that would be delivered would allow me to click on that link to open the file or network location locally. Ex: A cell has a…
I have sheets that vary in size but most lean to the larger size due to the amount of formulas in the sheet. I am looking to see if on average people are choosing to have more sheets and less size or less sheets and fill the sheets to the top. I have done alot of work to all of my sheets and some have had to be divided. If…
Hi all, i have checked almost every single discussions, but still looking for my solution: Case: building houses with 6 payment steps from our customers (revenue), and consider 6-8 payment steps for our contractors (cost) Note: this part we are able to do 1.) finally have a mastersheet with follow columns: January-December…
Here is a bit of an odd ball. This is a budget sheet that has been simplified for this question. At the end of each quarter the planed amount is replaced with the actual value for the quarter. I need to sum up the total actual and the total planned across all quarters for use in other calculations. Is there as way to sum…
Once you insert Excel doc, how do I make it a live doc so all contributors can make real time changes and have it saved that way?
I did a quick search in the community and didn't see this answered exactly, but i think either an Excel export or a future release of Dashboards may provide a quicker/better solution. So here's what I'm trying to solve. I've got 10 sheets that track Paid Claims. When the Claim is paid, a field titled "Date Payment Received…
We are looking or a solution for logging in tax & bookkeeping work. What I'd like to do is have a sheet for ALL tax clients. All we'd need to do is log in the client name & type of return. Then The "Steps" would appear. Do you have any suggestions on the best way to do something like this?
I have 5 vendors working on a project. All five vendors have tasks which are significant projects in their onw right. There are interdenpendencies. I want to coordinate the project in a way that there is one gantt chart for the overall project which all vendors and their teams can see, their project managers can edit and…