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Webform: Request a Quote ID # (auto generated unique ID#)
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…
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Merging the text of 2 cells into 1.
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.
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Send emails with live links other than web links
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…
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Sheet Size
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…
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Cashflow Overview from Date columns
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…
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Row sum based on column value?
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…
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Live/Real time Excel docs?
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?
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Multiple Sheets - SUM Dollar Totals in Report
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…
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tracking incoming jobs & jobs in process
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?
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Coordinating multiple projects and sharing sensitive documents selectively
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…