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  • Document Management Systems
    In API & Developers
    Hello All, We are using SS and considering DMS options (Efilecabinet, Box, M-file) to manage the bulk of docs we handle in the process. Wondering if anyone in the community that has a DMS in place can provide feedback or advice on their …
    132 4
    132 views 4 comments Most recent by Brianne Laird API & Developers
  • Meeting Minutes In Project Plan
    In Using Smartsheet
    Hello All, I was wondering if anyone has found a way to have a link/button in a subsection of their project plan (for multiple different lines in the plan) where they can click and bring up a blank meeting minutes form for a call, complet…
    67 3
    67 views 3 comments Most recent by Brianne Laird Using Smartsheet
  • Volunteer Allocation
    In Formulas and Functions
    Hi All,  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…
    64 3
    64 views 3 comments Most recent by Brianne Laird Formulas and Functions
  • Move Rows to Another Sheet...that contain formulas
    In Formulas and Functions
    Hello!  Has anybody had experience trying to automatically move a row containing formulas to a new sheet? I am trying to pre-populate cells with formulas that would apply on a different sheet so that they will be ready to go once moved ov…
    212 views 5 comments Most recent by Brianna Kempfer Formulas and Functions
  • Quickbooks & Smartsheet
    In API & Developers
    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…
    1.6K views 16 comments Most recent by Michael Humenansky API & Developers
  • Sending out Notifications with Attachments
    In Using Smartsheet
    Hi there, I have set up Smartsheet so that when a Customer Order is fulfilled, the row of the Order is sent back to the Customer as an Order Confirmation. Also, we attach the Invoice for the Customer Order which should be sent back in the…
    654 13
    654 views 13 comments Most recent by Andrée Starå Using Smartsheet
  • Multiple forms to a record
    In Using Smartsheet
    Hi, Wanted to check if there is a mechanism wherein smartsheet can store the information collected via different forms at different points in time in a single row ? Providing an example below for more clarity -  Lets say we break the cl…
    481 9
    481 views 9 comments Most recent by Andrée Starå Using Smartsheet
  • Dropdowns in a dashboard, is it possible?
    In Using Smartsheet
    I have one sheet that has metrics for a few of my employees, I was hoping there was a way to get the drop down menu function for each employee transferred onto a Dashboard highlighting everyone's metrics. *The drop downs show their total …
    525 10
    525 views 10 comments Most recent by Andrée Starå Using Smartsheet
  • Formatting when exporting to pdf
    In Using Smartsheet
    Hi, Is it possible to create a pdf report based on one form entry? I know I can send an email confirming what has been entered on a form, however I would like to make this a pdf attachment rather than the body of the email. Lauren
    101 views 7 comments Most recent by Andrée Starå Using Smartsheet
  • Calculate the time between two dates by days, hours and minutes
    In Formulas and Functions
    Hi, I am trying to implement the following formula from my excel spreadsheet into my smartsheet: =INT(O2-Q2)&" Days "&HOUR(MOD(O2-Q2,1))&" Hour "&MINUTE(MOD(O2-Q2,1))&" Minutes" Basicall…
    1298 25
    1.3K views 25 comments Most recent by remkin Formulas and Functions