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Tracking Purchasing Approval
We are trying to find a way to track our purchasing process. I have created a sheet with a web form, but am having trouble with the approvals part of our process. Typically the purchaser would fill out the web form to request payment to a vendor or to themselves as reimbursement, then they need to get 2 approvals from…
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Tracking Assets by location
I am not sure if this can be done in smart sheet. I need to track assets by location. There with be up to 50 assets by location and several thousand locations. I would also like t have the ability to add the bulk of the items from a location kit as all have common items with a few variables as to how many of each. All…
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Using formula to copy row to new sheet as a child row
We have created web forms to retrieve new client information and new project information. Both forms contain the Primary Column "Client Name". I know we can link cells from one sheet to another. But what I'd like to know is if we can set a formula (or link a sheet) so that when a new form is submitted (and it is added to…
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Burn down
Hello, i would like to assign cost rates to different people and to auto calculate the burn rate for my projects. this information cannot be shared with the people that the prject are shared with. Is there a way to do this? thanks, kate
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Webform: Request a Quote ID # (auto generated unique ID#)
I am attempting to use Smarthsheet to automagically assign and return a unique id # to the requestor (without any intervention) Steps: Sales Person: Fills out a 'Request Quote ID' (webform) SmartSheet, logs the request and returns the Unique identifier to the sales person for use in generating their quote. **end…
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Merging the text of 2 cells into 1.
Hello, is there a way to merge the text of 2 different cells into 1 please? I have tried several versions of this but I get different error messages. =(([cell]1) &” “&([cell]2) Thankyou.
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Send emails with live links other than web links
It would be great to have the hyperlink feature not just be limited to web sites. If I could put a link to a file located on my network, I could then send a notification or send a row and the email that would be delivered would allow me to click on that link to open the file or network location locally. Ex: A cell has a…
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Sheet Size
I have sheets that vary in size but most lean to the larger size due to the amount of formulas in the sheet. I am looking to see if on average people are choosing to have more sheets and less size or less sheets and fill the sheets to the top. I have done alot of work to all of my sheets and some have had to be divided. If…
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Cashflow Overview from Date columns
Hi all, i have checked almost every single discussions, but still looking for my solution: Case: building houses with 6 payment steps from our customers (revenue), and consider 6-8 payment steps for our contractors (cost) Note: this part we are able to do 1.) finally have a mastersheet with follow columns: January-December…
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Row sum based on column value?
Here is a bit of an odd ball. This is a budget sheet that has been simplified for this question. At the end of each quarter the planed amount is replaced with the actual value for the quarter. I need to sum up the total actual and the total planned across all quarters for use in other calculations. Is there as way to sum…
