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How Generate Quotes Via Smartsheet
I am looking at making our internal quote system entirely through smartsheet. Is there a way in which i can expand a row in order to make relatively complex quoting system which almost acts as a mini excel sheet per row. the output would be a price but if needed the breakdown is seen. I would like the the Quote numbering…
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Move Form to Different Folder
When creating a duplicate of a sheet/form, it would be beneficial to move it to another folder. Say you have a 2024 sheet/form and want to update it for 2025- you would duplicate the 2024 version, update it, and save it in the 2025 folder. Currently that is not an option.
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SDLC Portal
Hello team - Has anyone built a SDLC workspace for complete tracking of a project or activity? I am trying to build the following and looking to see if any of you have found a good solution?
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Daily Update Solution without the need to open the sheet, use Zapier, or similar
Hi everyone, Happy New Year! I hope you're well and safe! I've developed a way to use the newly released Record a date feature to update sheets with today's date automatically without the need to open it or similar. 1. Add a so-called helper column. (Date). We can call it Today Helper and add a date before the current day.…
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Fiscal Quarters in Timeline View
It would be great to have user definable fiscal quarters in the new Timeline view. Also, as I am creating this discussion, there isn't a tag for Timeline View yet 😁
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Logic for Required Fields on Forms
I have a form that I am working on where I would like this logic: If box is checked, then field is required I spoke with support and they informed me that this is not a currently available feature. What I'm trying to do on my form is have it so if the user checks a box that they want someone to reach out to them, then they…
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How to auto-create a new set of rows once criteria is met?
Hello, I want the following columns to auto-create (with the filled in colors as well) below the already created ones every time "SITE" gets filled in. Do I use a formula, conditional formatting, or some other way? Thank you in advance for the help!!
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Formula problem
Hi! Before I start, I want to say that I'm still fairly new with formulas, so it's very very possible that this error just might need a slight fix, but I need a bit more assistance with what I'm specifically doing wrong here to get a better grasp of formulas. I'm trying to get a sum of how many tasks my vendor has…
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Pull dropdown menu options from one sheet into another based on a defined cell
Hello, I am curious if there is a way for Smartsheet to populate a designated column in one sheet with dropdown options from another sheet based on the conditions of a cell in the sheet the dropdown should appear in. For instance, if Sheet A has a specific value in the cell, you can pull in the dropdown menu from Sheet B…
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Sort data in multiple columns in order by date
Hello! I have an overview sheet where each job is it's own line and each column is a specific milestone I'd like to track that is linked back to the source timeline. I created a report with just the job names, job number, and then review 1, review2, review 3. Each review column has a date assigned to it (linked from the…