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Bank Statement Checklist and weekly notification of missing statements
Good morning, I am trying to build/find a Bank Statement Checklist that will notifiy me of all missing bank statements. For example, as of today, we should theoretically all bank statements from October 2018 and prior. I would like a monthly email sent out notifying me or somebody of all missing bank statements. I am…
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Receipt for Work Completed
I want to auto generate a receipt with Zapier or something and send it to the supervisor and client upon work completed. Problem: Our electricians perform tests on all equipment we install. We have many QC forms that we use but using them is very cumbersome. Our techs need to ensure that they print them off before going to…
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Automatic email after completing form
Hi, this is my first inquiry so I may be wrong about this. As far as i can tell, there's no way to send an automatic email to a user that fills a form unless they click the "get my responses" box. Is there a feature that I'm missing? This seems fairly basic for any contact form online.
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Indent or minimising rows
Hi, I have several standard grid sheets that are populated via webforms, we are based within the UK. The issue I have is that I don't seem able to include "indent" function to the rows (i'd like to indent per month), as the sheets are growing huge as we have a lot of data being submitted from remote and field workers. So…
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Linking/adding rows using 2 spreadsheets
Hi all, I am having an issue that might be simple to solve, but I can't seem to find an efficient solution. I have 2 spreadsheets: - One with the ID, name, Lot and several other columns with product specification information - Another just with the same ID's, names and Lots, and a few bits more that don't pair with the…
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How to use Forms for populating Sheets
I have bunch of demo units that are used by sales people. I want to use Forms to automatically populate a sheet with a customer name, the desired start date of a demo and the planned end date. Subsequently, I want to use Form to release the use of the demo unit (i.e., make it available for others to use it) as well as…
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Most Recent Form Entries Metrics
I have a Sheet which is populated by a form, and then calculates prices based on the entry responses. I want to create a metric on my dashboard that displays the pricing information for only the most recent entry, any tips? When I tried linking it to the cells in the top row, it seemed to be a link to that particular cell,…
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Using a sheet to assign a project number
We use google docs currently for our company to input data about clients, and be assigned a specific project number. We have ~30 employees in the project book pulling these file numbers at any given time, so we like the transparency of seeing who is on what line, so as not to overwrite their data. We then take that project…
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Form - Column data entry
I can't believe this isn't asked more often...any way of using a Form to populate data into a new column, rather than a new row? Apologies if this has been addressed previously.
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Too many emails notifications for approvals and update requests
Hello Smartsheet community! I'm asking if there's a way to limit the emails received after each update is submitted through an update request and waiting for approvals? or cancel them and rely solely on the app notification? I have many tasks in each project and I set myself to approve all updates coming from update…
