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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
    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