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Improving the context of answers to community questions
Hi all, can I suggest that as there are lots of new users to the community since it was launched only a few months ago, that existing and new members add a little detail about themselves? That extra info should make it easier to see the context in which a question is being framed, so the answer is more appropriate?…
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Merging inventory
I have an inventory I do each month and have a fairly simple question but not sure what is the best way to complete this task. I have 3 columns. ItemNumber, ItemName, and TotalQTY. The first sheet is what I actually have on hand in the warehouse the second sheet is what our system says we should have. So far very simple.…
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Linking Sheets and Sharing
We have a sheet being kept up by our quoting group listing such things as customer name, quote number, amount of quote, etc. This includes the sales person. We keep a similar sheet for orders that have been entered. We would like to keep these two sheets separated by group that uses them, and they use some formatting to…
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Using a master list column and being able to link to other sheets
I have a question in regard to creating a dropdown list column. I want to be able to have a MASTER list that when I add a new item to the list that it will update to other sheets that contain the same list. Is this posible. I can see that I can copy and link rows to other sheets but it would appear that I cannot format a…
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How can I put a drop down menu that dynamically updates or adds another field?
How can I put a drop down menu that dynamically updates or adds another field? I am a Project Manager. In my Web Form I created a Project Name field that has a drop down list of current projects to choose from. After I select a project, I want another field to appear underneath it to give the end user another option to…
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Trying to build a report, is it possible?
I'm trying to build a report from our company sales pipeline. Our pipeline has 7 sales stages. I'd like a report showing the percentage of our sales teams success progressing prospects from stage 3 or 4 to stage 5 (closed). At this point, I'm not sure how I need to approcae this report and build it. Would appreciate some…
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Smartsheet MRP/ERP
Hi all, Has anyone used Smartsheet in the capacity of a simple MRP or inventory management system? If so, it would be great if some examples could be shared. Especially where teams have used the Smartsheet and Google Apps integration to serve as a dynamic ERP/MRP system? I've read a couple of articles describing this being…
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Starting a task based off of a column selection
Sorry if this is covered elsewhere and if it is can someone send me a link? Basically we are setting a sheet and are hoping to auto add a child row based off a column selection. Ideally we could choose what if any to prefill in it but even just being able to get a child row to auto add would be a huge help.
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From one pipeline to another
Hi there, I have a new business pipeline we use for prospective accounts we are working on. Depending on what happens we either win, lost or are still waiting to hear - these three options are drop down boxes. They are also RGY colour coded. Is there a way to send a line to another sheet (pipeline)? I.e. if we are…
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Adding Pictures
Can you add pictures into the discussion section without making it an attachment?