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Additional Approvals
I am trying to set up an additional approval process. For example, one manager will approve X and the second manager will approve on certain conditions based on a column, based on the notification of the approval from X. How can I set this up. Basically, having 2 approvals in a workflow.
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Salesforce ServiceCloud Users/Connections
Hi Smartsheet Community, We're thinking of some use cases for helping Smartsheet users utilize Salesforce ServiceCloud data more effectively and efficiently. Any Salesforce ServiceCloud users out there who would be willing to chat with us and give us feedback on our use cases? Even if you don't use ServiceCloud but know…
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Avgw based on a criteria
I'd like to apply different weightings based on a staff members role on the staff sheet. I have a weightings sheet that defines the weighting for each task per role. I can't work out how to write an if statement that says, if the staff role (staff sheet) matches the staff role (weightings sheet), then use this row of…
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automatically send web form daily
Hello, is it possible to set a webform to be emailed daily so that the person can fill it out every day and add a line to the sheet? (this is for a timesheet).
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Add row data to a separate sheet ONLY if a box is checked
Ok. After 1.5 hours of trying to figure this out myself, I am reaching out to the experts. I have multiple Smartsheet Forms feeding into one Master Data Sheet. Each row of incoming data is then assessed for approval based on certain cell criteria, and if approved I check a box in the "Approval" column (image belwo). Based…
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Field Employee time tracking software that integrates with Smartsheet?
I'm looking for a time tracking solution for field employees that integrates with Smartsheet. In our organization we have a master project list sheet that compiles project data for all of our active projects. Our field installers are currently logging their time using T Sheets, they're clocking in/out as well as selecting…
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Tasks in Resource View
Is it possible to view the task or sub-task assigned to a resource in a resource view? We use a multi-project sheet to encapsulate schedules and would like to track resources within a sheet as opposed to across sheets. As you can see in the screenshot, the resource view only shows the sheet name instead of the task, which…
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Using formula in a Date column, then using SUMIF to total
Hi all, Relatively new to Smartsheets and I am looking for a bit of guidance here. I am trying to put together a 'Resource Forecasting Tool' for our company, wherein the users can populate either an 'Personnel Discipline' or 'Equipment Item' to forecast, they then will enter the start and end date and the quantity…
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Summarizing and aggregating for the same code from multiple sheets
Dear Expert, I have 40 sheets containing following column with example (example for one sheet only): Equipment ID | Equipment Group | Part Name | Quantity | Unit Price | Total Price 11MBX21 | AAF | Bearing | 2 | 150 | 300 11MBX22 | AAF | O-ring | 1 | 50 | 50 11MAK10 | BAC | Sensor | 2 | 500 | 1000 11MAD15 | BBA | Switch |…
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Multiple Attachments in Forms
Hello - I'm currently working with our HR department on utilizing Smartsheet to essentially work as our application. I'd like to be able to have the ability for our applicants to attach their resume as well as their cover letter, however once I add one field in a form, I'm unable to add the other. Has anyone had any…
