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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!
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Forecast using if function
I am working on a budget tracking sheet where I have a forecast column. The forecast column is dependent on if there is a value in an estimated cost column or actual cost column. If there is no value in the actual cost column, then the forecast column is equal to the value in the estimated cost column. If value exists in…
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Formula issue - IF Statement between 2 dates
I have input a formula to calculate a monthly revenue figure for an annual subscription charge (i.e. divide the subscription charge by 12 between the dates 01/10/2018 - 30/09/2019. I used an =IF(AND...) formula however it is only picking up Oct - Dec of every year rather than Oct 2018 - Sept 2019. I can't figure out what…
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SMARTSHEET MERGE, HIDE SPECIFIC COLUMNS
I built a Fund Allocation Request form that makes people produce PDF for printing at the end of the process. To be able to produce the PDF, I use Smartsheet Merge. But I ran into an issue of confidentiality. Since the form is a finance thing, we don't want the users to see how much funds are requested for each items. Yet…
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Report that looks at more two or more criteria but the criteria do not all have start dates
Hi. I'm trying to build a report that will tell me when we are close to sending bills for a district to the print shop. The criteria is looking at two rows with different names in the Primary Column; i.e. Request Information and Original Proof Signoff but I need different criteria for each when it comes to dates. For…
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Sumifs with 2 conditions in same column
I am having trouble creating a formula with 2 conditions. I currently have formulas in a Spend summary sheet that only have one condition but I need to add a 2nd condition. Here is what I have for 1 condition: =SUMIFS({Team DD - Budget - FY19-FY20- Amount}, {Team DD - Budget - FY19-FY20- Requester Team}, "Computing", {Team…