Sales
Discussion List
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Is there a way to create a search box?In Formulas and FunctionsWe are wondering if anyone knows how to build a public facing sheet that has a search box where customers could type in a word or two and then have it return any hits. The data that would be searched could be linked to another sheet and th…
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Auto SaveIn Using SmartsheetI just noticed that all of my sheets are now auto saving. When did this start? Not sure if this is a good thing or bad thing.
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Multi-select string operationIn Formulas and FunctionsHi all, I have three columns which have the same drop down options: requested, received and pending. I would like the "pending" column to have all options from the "requested" column except for what's in the "recei…
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Sharing only certain data for edit on sheet.In Using SmartsheetHi, I got 5 sales reps that all log their new customer in rows on a master sheet. Each row has an assign to column for each sales rep. How could I share this sheet to each one of the sales rep so that they can only see their customers an…
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Quickbooks & SmartsheetIn API & DevelopersSo. I've been working on this Quickbooks & Smartsheet Integration for a couple of years now for my own internal use. It has many application & the proof of concept exists and we use it. We use it for an approval process (for in…
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Dropdown list - Update from the dev team ?In Premium Apps and IntegrationsHi everyone, TL;DR : When will we be able to have dynamic dropdown for a column / field in a form? Is there a workaround? I can't think of a single project where this CAN'T be used... I'm using Smartsheet more and more to provide s…
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How to set recurring remindersIn Using SmartsheetI have been searching through the posts and found this formula: =IF(Complete4 = 0, TODAY(), “”) using my own column names. Each time I've tried to accept the formula, I get this error message: unparseable. Am I missing some of the formula …
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Relational Database?In Formulas and FunctionsHello All, We've been hunting high and low for a good task mgmt system for weeks, and Smartsheet is looking very promising. However, there doesn't seem to be any primary or foreign key type functions. How do you relate two sheets with eac…
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Quick Auto Pop-Up Form As Part of an AutomationIn Using SmartsheetWe have a sheet where all our RFQ's are entered. I have created an automation where as soon as the Status of the RFQ is changed to Sent it automatically copies the sheet to a Quote Register /Pipeline. I wondered if it was possible that as …
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My Smartsheet WishlistIn Using SmartsheetI wish, I wish upon a sheet that these will someday be a reality...if some of these are already posted, I apologize... Product team - most, if not all, of these were sent to Scott Willeke verbally or via e-mail so he could lend more contex…
