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Form Confirmation Options
I have created a purchase order sheet and form which auto generates a number each time. How do I reference this number to pull it through into the form completion confirmation message and/or email?
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I have paid upgrading plan from Pro to Business, but the account still in Pro Plan, how to solve it?
Hi everyone, I need help, I have paid upgrading plan from Pro to Business, and i also received the payment invoice on my email that said that i have paid for business plan (screenshot below). But, my account still in Pro Plan (screenshot below), then i still cant use grouping at the report, etc. is there a wrong way? Does…
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How to keep a running tally?
Hello! I am trying to figure out how to create a formula to keep track of the Annual Funding Remaining for employees. As you can see with the #CIRCULAR REFERENCE and #BLOCKED I am not having any luck. Can someone assist me? TIA!
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Date Formula: Calculate the number of days in a specific month between two dates
I'm working on a program tracker that includes revenue forecasting in each month. Project durations can range from one week to six months or more and I want the revenue to be forecasted evenly over the duration of the project. A date formula that calculates the number of days in a specific month between two dates would be…
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Data Mesh. How to pull multiple data points based on multiple selections into one cell
Hi Everyone, I'm looking into setting up a small process that would allow my team to essentially select multiple choices from a drop down in-order to combine the various results that those selections represent in a separate sheet. The key is that we want to combine those options in a single cell. Does anyone know if this…
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Dropdown options for approval workflows
For the approval automations/workflows that send out emails to specific personel with the option to approve or decline a request, it would be super helpful if SS would allow users to provide a dropdown list of standard rejection reasons. I work on a team that when a new request comes to Finance we have a list of 5 reasons…
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Filtering on dashboards?
I'm new to smartsheet and trialing it at the moment. I have a question, I hope you can help me with: I have a portfolio of companies in a main sheet and their debt issues, and related stuff in several sheets. Rows are companies/debt issues, columns are details of these. I want to collate all this into the dashboard used…
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Workday Financial Integration
An integration between Smartsheet and Workday Financials could significantly streamline project and organizational financial management. Such a connection would enable real-time financial updates, enhancing transparency and decision-making agility. It would also reduce manual data transfer errors, increase efficiency, and…
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Grid help needed to reference different POs with changing totals?
Greetings- I created a SS for my finance dept. Basic form where they can select a vendor from a drop down menu and enter that month's bill with what they paid. Each vendor has a different PO number with a different total amount on that particular PO (purchase order). Im having trouble figuring out how to start with a PO…
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Sumifs That Excludes Parents
Hello, I am working on an ever expanding project timeline that has 100's of parent tasks that flow into potentially up to 10+ levels of parent tasks, with children tasks at every level. Given the granularity of the task management and the timeline being outwardly facing, "=sum(children())" is used on every parent task to…
