Is it possible to creare forms with workflow e.g if I click "fruits" I will se options "Apples, Oranges..." If I click "Veg" I will se options "Tomato, Onion..."
I would like to create Sales tool…
Formulas and Functions54Mixer
I have a formula =IF(E3>0,E3-C3,TODAY()-C3) this works great in excel but in smartsheet it comes back with #INVALID COLUMN VALUE can anyone help fix this issue??
Please see attached excel with formula in Column D
Thank you …
Formulas and Functions110Anna Mullins
I am pretty new to Smartsheet and will need your help to build a dashboard. What is the best practice to create one?
I have multiple salespeople in my team, each of them have their own grid.
The grid looks something like this…
Formulas and Functions61Exxcellent
We are getting slammed with inquiries to our [email protected]
gmail address. I think there's a way to send all those emails to a Smartsheet so I can assign, triage, and track our responses.
Using Smartsheet21Maria McWhirt
I have a very extensive sales tracker that I use to log charges and calculate the sales rep's commissions based on those charges. The commission percentages change depending on a variety of scenarios, so I created four columns with …
Formulas and Functions34Annie Dunn
I have a date stamp column already in the SmartSheet. When a new row is added, a date and time are assigned. What would be the best method of tracking and reporting the time duration between when the row was added and when it was closed ?
Using Smartsheet75Steve S
SS community - I need help. I have created a Sales Pipeline sheet for my sales team, sales stages etc which is basically it's own CRM. I am trying to gain metrics in order to keep the sales team members honest and report the truth to the l…
Formulas and Functions69jhawker
I am trying to count the number of cells that contain certain words, such as "NYSEG" or "RGE," when the cells may contain more than one of these words.
I have tried using =COUNT(FIND("ConEd", [Utiliti…
Formulas and Functions311ecosbar
So. 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…
API & Developers941JeremiahHorstick
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…
I understand I can likely do this with a very, very long VLOOKUP or IF/THEN formula in every cell, but I'm dealing with over a hundred items and that will be unwieldy.
I would like to have a form where someone selects one op…
Formulas and Functions1896Dajah
I'm trying to build out a sales pricing sheet that can be used by our sales team to enter a customers information and then the products that they'd like to purchase (with various different options). I'd want the interface for the sales…
Using Smartsheet106Omair Haque
I want to be able to display the data from the same cell in a sheet within the dashboard
The sheet is updated using forms which put new data on the top row, but the value of the cell I had selected in the top row (now the second row) rema…
I am wanting to use smartsheet alerts to email me each day with tasks that are due and not completed. However they don't always come through each day despite it having the right set up
To do this I use a form to add new tasks and then inc…
Archived 2017 Posts45Ben W
I have an individual account which allows me 10 sheets. If I decided to delete a sheet after use will that restore 1 back to my remaining sheets???
I am attempting to find a solution for a specific manual task that is error prone and very time intensive - We need about 300 volunteers occasionally on short notice and need them across multiple cities in 20-50 specific location…
Formulas and Functions66KDub618
Hi - our company is looking to hire out a hospitality box in London for a 12-month period that hosts events all year round. We would like internal employees to be able to view the event calendar and to book slots for a specific date where …
I 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…
This has been asked in a different way a couple of times. My user accidently unsubscribed to received email notifications. All the community posts say rebuilt the workflow - however, when I try to do that it gives me the following e…
Using Smartsheet80Allison Jones
I need to be able to return the most recent value for the Created Date column and the corresponding Discussed column text.
Currently, I am using an IF, COUNT, MAX, CHILDREN formula that I found on the community to return a MAX date within…
Formulas and Functions214jessica.padilla111326
I recently contacted support to find out if there was an option within dashboard charts to keep the charts from plotting 0. I received the following response:
Currently we don't have a feature in place that will prevent specific values fr…
Using Smartsheet86Tama Wagner
The new policy has change the rules, Free Users are no more able to send line of a Sheet . There are some Workspaces where you can ten or more free user who need that to share.
And 120€/users is to expansive now to do it.
I send 2 reque…
Using Smartsheet46Tristan RAMAGET
It would be REALLY useful to be able to visualize pipeline via a funnel chart.
Using Smartsheet34Allison Jones
I have created a report to use on a dashboard for showing the number of job cards to print for our workshop. The report is shown below, and you can see that there are different amount of jobs to be printed for each workshop:
Formulas and Functions34grant53396
background: I work for an investment management company. Internally we have about 6 different reports that are interlinked in this manner
Report 1: the starting point is an events or presentation calender
Report 2: the actual pr…
Hello, We are using and enterprise version of Smartsheet and within several of the Smartsheets we have multiple user/input. When I open this sheet all of the categories are expanded. Is there a way to set the sheet so that when I open i…
I need help please, is it possible to edit a update request?
When the update request automation is send, is it possible to only select some of the columns so that the sales personnel not get the whole line's columns but just…
I would like for this form to go completely blank on ALL cell-rows before the update request gets sent to the collaborators (not licensed users) every week. I already have the update request set to send every Friday at 9AM to reque…
Formulas and Functions47YM_Nor Cal Moving Services
I have an Update Request that contains a message. For some reason, SmartSheet is causing a break in the text and moving a portion of a sentence to a new row. No matter what I do with it, I can't get it to flow the way it should in …
I have couple of Hierarchy in my sheet: Won Opportunities, Lost Opportunities and complete funnel.
I would like that every time I make an update from Microsoft dynamics those opportunities go immediately to the corresponding Hi…