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  • Filtered Views for External Collaborators
    In Using Smartsheet
    Hello, i am not sure what the best way is to accomplish this. I have a smartsheet that i would like to collaborate with outside vendors. I would like to avoid chopping up the data and giving every vendor their own sheet. I will be adding n…
    2 1
    2 views 1 comment Most recent by Mike Wilday Using Smartsheet
  • Alerts & Actions
    In Formulas and Functions
    I am trying to ultimately set up my sheet to automatically send out Update Request 3 days (or whatever I set) within the "Bid Date" loaded into the sheet. It would be ideal if this update request would be emailed to the contact i…
    41 4
    41 views 4 comments Most recent by Anthony Lunn Formulas and Functions
  • Report Builder, Using Include and Exclude on Same Column?
    In Formulas and Functions
    Hi, I was wondering if there was a way to get the Report Builder to filter both an include and an exclude in the same column -OR- get it to filter for an exact word or phrase. Example: Filter for a column is set to find all entries that …
    42 2
    42 views 2 comments Most recent by LaurenS Formulas and Functions
  • Regular Meetings on a Project Schedule
    In Using Smartsheet
    New to smartsheets. How do I add in weekly meetings into a project (all on one line.) It is a long project and I don't want an entry for each meeting. Thanks in advance.  
    276 2
    276 views 2 comments Most recent by lynn.vanpelt37356 Using Smartsheet
  • Automatic Update Request Based on Last Updated
    In Using Smartsheet
    I am looking to send out an automatic update request based on a system generated LAST UPDATED column if last updated was 10 days ago. The problem is, this function doesn't appear to be available in the alerts and actions and if i set up a …
    21 1
    21 views 1 comment Most recent by Shaine Greenwood Using Smartsheet
  • Ruler - alignment tool
    In Using Smartsheet
    We are only 6 months into our Smartsheet journey and thus often tinkering and creating new reports, it would be really handy to have a ruler at the top in order to align fields/columns in reports. I have marked where a ruler could sit with…
    Tim Profile Photo Tim
    18 6
    18 views 6 comments Most recent by Brad Jones Using Smartsheet
  • OCR FOR THE MOBILE APP
    In Archived 2017 Posts
    We would like to use the mobile app for expense reports.  We would like to be able to take a picture of receipts and have the app recognize the data and auto fill forms (OCR).  Is that possible using the Smartsheet app?  
    149 2
    Closed 149 views 2 comments Most recent by Keith Tham Archived 2017 Posts
  • Creating Different Update Request Formats
    In Using Smartsheet
    I send update requests every day. However, when I send them, I have to keep removing some of the columns as those that I remove are not necessary for the person to see.  Is there a way that I can save an update request format with those c…
    23 3
    23 views 3 comments Most recent by Jessica Bradbury Using Smartsheet
  • pallet configurations in smartsheet
    In Formulas and Functions
    Does anyone have a way to figure out pallet configurations in smartsheet given the case specs?
    38 1
    38 views 1 comment Most recent by Shaine Greenwood Formulas and Functions
  • Linking to data on SQL server
    In Archived 2015 Posts
    Does anyone know how I can link to data on an SQL server so that I can create a dynamic sales pipeline with data drawn from estimates actually created?
    772 4
    Closed 772 views 4 comments Most recent by senpnathan Archived 2015 Posts