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Purchase Order Forms
I want to create a purchase order form that I can send to suppliers by email from SmartSheets and receive a confirmation form back by email that the order is accepted with delivery details. The purchase order will need an internal authorisation. A unique PO number. Entry into the Smart sheet on authorisation. Ideally the…
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portfolio roll up - Waterfall and Agile templates
Hi, I use waterfall and agile methodology as per project requirement. I am creating a portfolio master roll up report for executives. When I pull all the projects, it pulls only waterfall templates ( yellow row). How do I make sure it pulls agile projects too( organe row)?
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sorting by row ID
Dear Smartsheet users Community members, can someone answer to my pretty basic question. i have a challenge to sort the table back to initial order per Row ID (1,2,3,4,5,6,7....) after sorting based on some other column info (e.g. date, amount etc). after obtaining certain info based on sorting of different collumns, i…
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Sheet Template; Not all Formulas Carry over
When using a template, why don't formulas copy over, even when I leave a dummy row in with the formulas, the new sheet doesnt carry the formiula on the next inserted row. I could have swore that previously, when you inserted a new row the formulas would pre populate.…
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Workflows with alerts
How do I create templates for common workflows that trigger alerts when predecessor tasks are completed?
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Release 2016-08-06 Formulas template link is wrong
Regardless of how I get there, the template for formulas is wrong. https://www.smartsheet.com/solutions/smartsheet-formula-examples is version 1.5e I have 1.6 from July 2015 Craig
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Update via Templates
Travis, One enhancement I would love to see is an ability to push out updates via a template. I hear rumors that it is magically possible via the API - can that functionality be brought into the UI? I am about to update about three sets of sheet (40 total) so that they can be presented well in Sights. I know that mgmt is…
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Calculating a Due Date
Frequently in legal transactions a transaction closing date may depend on the outcome of a couple or more previouls tasks. It will be the later of two or more previous tasks. Each task's completion date plus a different number of days depending on the task. The answer is the latest plus another specified number of days.…
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Training Record
* Hi * I am wanting to create a sheet to keep track of our employee traing records. We have approximately 20 employees all with a number of training qualifications which they need to re-sit at diiferent intervals. I need to be able to list the employees with rows or columns for their qualifications where we can enter the…
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Tagging Smartsheet rows
I am planning to add a Dropdown List column to each of my Smartsheets with the column name Tags. Before doing so, I thought I would check with the Smartsheet Community to see if people have done anything like this. I will be using the tags in reports serving as to-do lists, starting first with the Getting Things Done (GTD)…
