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Notifications, Report or Dashboard
i am new to smartsheet and using it to keep track of inventory across multiple locations which have different contacts by location. What is the best method to send a scheduled listing of assigned assets to each contact owner. Would like them to only see their assets and be able to change the location if they no longer have…
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Nested if()
Hello great community. I'm new in Smartheet and I've a problem and even don't know if a solution exists. I'm trying to create a sort of automatized timesheet for my team. I would like them to connect to the same sheet. They have to select their name in a list ("Team" column), and the type of mission they've managed in an…
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IF or IF AND Formula conditions DATE
Dear, I appreciate your help. I need to create a formula that changes the status column depending on the following conditions. (The image in the example table has reference TODAY = August 28, 2019) 1) If the Balance column is equal to 0 (Green) 2) If the Balance column is less than 0 (Yellow) 3) If the Balance column is…
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Help with Vlookup + date
I explain, I need to create an expiration date from a drop-down menu where the different types of payments of my clients are informed. Example, if a customer's account is "up to date" it means that the due date will be the issue date + 0. Also if another customer has a "credit" deferred payment type, the due date must be…
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Can't build an alert - formula-based email not acceptable
Hello community! Anyone have a work-around for this? Here's the situation: I’ve created a vlookup formula in my sheet to obtain an email address from another sheet, and then want to alert someone using the email address result from the formula. When I go to build the condition in the alert (for approval), the alert will…
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Metric Sheet Calculations for a Dashboard
Evening All, i'm looking to see how I can add to this formula a rule to not include sales variances of 100%. This shows when I am comparing year over year sales and the site does not have those figures to compare. =IFERROR(AVG({Sales Variance}), "") Many thanks, Sarah
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Approval flow for credit notes
Hi all, I have set up the first draft for an approval flow to draw up credit notes. At the moment I have a flow set up as test that works very well for 1 condition - but I need to have a flow that includes 3 conditions: - credit note approval request between 1-50 euro goes to person A - credit note approval request between…
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Filters for Smartsheet Documents
Hi all, I am looking to add filters for Smartsheet documents. I am relatively new with Smartsheet and have been tasked with creating some documents and reports. We are attempting to model one of our documents after the picture attached (the first one). Here is a synopsis of several goals we are working on: 1.) One of our…
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Attach a PDF in a Web Form
is it possible to include a PDF file as attachement in a Web Form? It is necessary to review that document and after fill the web form aout and submit it. I am triying to save time and efort for me and the users. Thank you. RP
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Dynamic View: Current User for Dashboard
I need to have current user view works on a dashboard report widget. May I know if it can be done by Dynamic View? I need to restrict user's view on the dashboard depending on who the user is and not sure if Dynamic View is a solution or not. Thank you!
