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smartsheet and Enfocus Switch integration
I'm a new user and with my basic understanding I can see the potentential of Smartsheet and Switch downstream. For example the data from a form could be picked up by Switch using email notifications. My question; has anyone managed the reverse? Smartsheet accepting data from Switch and merging it with an existing sheet.…
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AIA Forms
We use an AIA form process for the pay applications in our industry. I am wondering if anyone else has been able to implement an AIA form in a sheet?
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Next working day calculation
Context: I've a Smartsheet that, given an agile software release number in the form of Year.Week.SubVer that calculates the release date based upon the first Monday of the Year (SubVer = Day of week, 1=Monday, 2=Tuesday), so 2015.18.1 = 4/27/2015 (and 2015.18.2 = 4/28/2015 etc) What I'd like to do is be able to somehow…
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Process automation with cell linking ?
We have developed a master process sheet that starts when a client signs a design contract and is completed when the build project is completed. It is rather long at about 250 tasks! and take between 6-12 to complete. We serve approximately 20 clients at a time in various stages. We are operating each client out a copied…
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Creation of a Sales Order form with links to costing in another sheet
I routinely need to build quotes for clients, and there are a couple of issues: 1. Costs related to level of buy-in 2. There are parts families (not all parts are compatible) It would be great to be able to build a quote through drop down of part and price for the proper rate. Thanks, Ken
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Managing Deadlines for Marketing Department
Our marketing department handles the event marketing and promotions for a company that puts on 14 road races. Each race's deadlines over lap with the other race's deadlines. Is there a way to see all the tasks from multiple sheets on one sheet but sorted in order of deadline?
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Tip for Day to get the team to play.
One of the things that we have done as of late to speed the ability to work in the sheet and for people to move about in the sheet is hyperlink your sub sheets to your master sheet. The Hyperlink creates a fast way to go to anothe sheet without closing the main sheet. If you have you settings correct you can have a new tab…
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Can we add charts and metrics to create a dashboard
Is there a way to add charts or create real time dashboards.