-
Using AND and ISBLANK in nested IF statement
I am responsible for tracking my companies incoming inquires and quotes. Did we get back to everyone, quote them, did they accept or decline the quote?, etc. As part of that I sweated out the following formula, =IF(ISBLANK([Follow Up Date]98), IF((TODAY() - Created98) - 2 > 0, IF(OR([Quote Accepted]98, [Quote Rejected]98,…
-
When will the API get some attention?
I'm using the smartsheet library, and it works pretty well, except that checkboxes always return None, no matter the value. I submitted a bug to the repo on github, and linked it to some other folks that noted the same problem on StackOverflow. For the tool I'm trying to build, I really need that feature to work, or at…
-
New Client Sheet Generator?
Hello, I have a Web Form which Account Managers complete when a new client is to be added to a 3rd party tool. This data transfers to a smartsheet where an email is sent to our 3rd party tool notifying them there is a new client. This data contains the client name, address, phone, email, and POC. At this point, I am…
-
Result look up
Hi, I am a beginer at using Smartsheet however have been successful to date in creating a workable module for my sales team, however, within one of my module sheets I have a list sales attributed to sales staff which uses a Decision drop down list "yes" symbol indicating a sale has been completed. My question is, how can I…
-
Collaboration outside our organisation
we want to collaborate on certain rows but not all rows with an external partner. is there a way we can do this without sharing all the rows in a Smartsheet?
-
Electronic Approval
Have a project tracking sheet that we want to capture customer approval thru Smart Sheet. Would like to have a time stamp and lockdown of the field once they approve so that we have documentation. All we can do right now is send notification thru SS to update the line with approval and get the approval e-mail back and…
-
Rollup Reporting - Escrow System
I've created a set of templates which are essentially extended to-do lists for tracking real estate escrows. Each new escrow gets a fresh sheet inserted into the <active escrow> work group. The user is responsible for adding the new sheet to the master report. Beyond that, I can't ask uses to create links or other…
-
Advanced User Training
Does anyone know if Smartsheet has ever had (or is planning) advanced user training available, similar to the Smartsheet Academy you can attend in person? or a User's Conference? It would be much easier to sit in a room with other advanced users and share ideas in person vs. on the web.
-
Problem with Orientation of Attached Photos
Recently our attached photograph files have been displaying only in the landscape/horizontal orientation when previewed. When we open the attachment it is oriented correctly in the vertical/portrait orientation. We thought this may be a glitch in the preview feature.
-
Conditional Symbols $ to $$$$$
Hi All, I went looking for the below but did not find it, so i built it. Use the below for a 1-5 symbol column like ($-$$$$$) to conditionally set the value based on a column in your list. =IF(Saving1 = MIN(Saving:Saving), "One", IF(Saving1 = MAX(Saving:Saving), "Five", IF(Saving1 = AVG(Saving:Saving), "Three", IF(Saving1…