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Looking for a way to send an automated email when using formula with TODAY()
Hi, I create a invoice register and would like to send out a reminder to manager for approval if there is no action by the manger after 2 days the invoice is raised. I set up a column called "Date pending for approval" with a formula "IF(OR([Approval Status]1 = "Submitted", ISBLANK([Approval Status]1)), TODAY() -…
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Staff Widget Production Tracking
I'm trying to set up a Smartsheet to track the weekly work completed for each staff member and for the overall team. We do invoice processing, which has about 20 different invoice types. We currently have a Smartsheet set up that tracks invoice types in rows. The columns track workload, which includes invoices processed,…
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Tire Maintenance - Form / Spreadsheet Assistance
Hello All, Today is my first day (YAY!). I'm digging Smartsheet thus far, although, I'm looking for suggestions. I've been tasked with creating a Tire Maintenance Program. So far I've put the basic asset information (Year, Make, Model, VIN, Tire Size(s). Screen shot will help make sense of this. The key part is trying to…
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OCR FOR THE MOBILE APP
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?
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Creating Different Update Request Formats
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 columns removed so I can quickly choose the right formats for the specific person I am…
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Sum of column items respecting the filter
Hi all, I've started using Smartsheet recently, so I am sorry if this is a newbie question ;) I've tried to search for a solution, but nothing specific about this came up. Anyway, I got the column SUM as open-ended, summing all rows correctly. But when I enable a filter, for example only seeing rows in last 60 days, the…
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Help with If ISBLANK or statement
I'd like a column to populate "late" based on whether another column has a date in it or is blank. Does anyone have any experience with nesting this type of formula?
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Mobile Web Form
I'm new to Smart Sheet and it seems that it could work well for our company. One of the first Qs I have is how to 'use' a web form. I have created one but I don't see how to make the form apear on my iphone. The 'sheet' is visible but not the web form. What am I missing? Thanks.
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PERSONAL BUDGET / FINANCES / EXPENSES
Can anyone provide examples on how they use Smartsheet for their personal budget / finances / expenses? Smartsheet has a template but I am curious to see how others use Smartsheet for this topic. Feel free to comment with screen shots attached and blackout any personal info.
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How would I add an attachment via a Webform?
I am working on a webform that would request actions to help track and manage contracts. Is there a way to add file(s)/attachments to the smartsheet via a Webform?
