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Auto filling quote number column using automations?
I want my quote number to auto populate a quote number only when a new job row (parent row) is added. We use the quote number NV25-0xxx (ex: NV25-0258, NV25-0259). Multiple clients requesting the same job go in children rows, the children rows get the same number as the parent row so I do not need new quote numbers(I added…
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Left Function
In the Left function, is there a way to grab just the letters, not another character, such as a dash? I have a column of numbers that include 2-3 letters, a dash, a number, dash, then 1-3 letters. Example: XX-10000-WQA, XXX-10000-WQA. I would like to have a column that just shows the first 2-3 letters, without the dash, if…
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Multiple Filters In Reports that Collaborators can Choose/Select
I want to be able to develop 1 master log and create reports and forms for employees to use to change or add data. In order to change filters, I believe you need more permissions than an editor. To follow through with my idea, the editors would need to be able to change the filters. What if we had the option to lock or…
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Can a filter be applied to an already filtered list?
We are looking into transitioning our MS Access Drawing Index into Smartsheet. We need it to have the same filtering and search capabilities if we are to move forward with this transition. In the attached example, I need to filter the sheet so that it displays all records that contain the word "creek" in "title1" OR…
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Invoice & Budget Tracking for Construction Projects - using Attachments
This is an easy way to keep track of your invoices
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Copy & Paste Contact Cells between Sheets
Currently only able to copy and paste contact cells on a single sheet.
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Adding Attachments to a specific row via Email
I am wondering if there is a way to send an email that would be connected to a specific sheet and a specific row for file attachments. I know other PM systems will allow you to send an email to a specific project and task that will add the attachments to that specific project or task. Is this possible? If so, how does one…
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Merged: Allow editing of column type when conditional formatting is enabled
This discussion has been merged.
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Force upper case on a column
Hello Everyone, I got a question. Is there any way to force upper case on a text column? I have a column where users enter information using iPads and it will be very helpful if the cells will automatically force to have upper case font in it. Thanks
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Please share the Formula to Capture Creation Date for Rows in smartsheet.
myself and my teammates are am using two separate sheet with data on each every week. I want a formula to enter that tells me the date of the last entry . How can I do this?