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Refund Tracking Smartsheet- Ideas or Template
Good Afternoon Everyone, I am overseeing customer refunds for our company. Our company requires customers to make a refund preference so when there is a refund due to them, we can deliver it to them as quickly as possible. However, because many of them do not make a preference the customer refunds are returned by our bank…
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Automated import through the API
Dear Smartsheet-Community, I am doing a semesterthesis in coorporation with a company that has been using Smartsheet for a while. My job is to create an automated order tool for AM parts, which serves as an order backlog including the 3D models and part properties and that enables communication with the supplier. Object of…
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STOCK FOLLOW-UP
Hi everyone, To improve our warehouse we are making a stock tracking. It works like this: When someone takes something from the stock they fill in a form and tick 'use something'. If they bring something back they also fill in the form and tick the 'bring back' box. In the column 'Quantity left' the amount of stock is…
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Free Data Shuttle Webinar - March 16
Hello! We will be hosting a free webinar on March 16th "Intro to Data Shuttle." Join us here to learn how to automatically and seamlessly upload, or offload, data between Smartsheet and other tools.
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Can we bulk export sheets to PDF that are part of a report?
This question stems from a previous topic. Given a report that pulls from 10 sheets (updated by different PM), can I bulk export all sheets to PDF so I can drop them in a Box folder for archiving with a weekly report summary?
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Excel Import
What are the prerequisites for importing an Excel spreadsheet into a new sheet. I read number of columns, size and row constraints, which my Excel spreadsheet meets. I am getting a warning regarding fields cannot be more than 50 characters long. Is this regarding the primary column only or is this for all columns?
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Sub different projects & Sync information possible?
Is it possible for smart sheet to allow to manage multiple sub projects within a master project? Each of these sub projects will be updating the tasks and data separately but it should allow to get synced on to this master project whenever change happens and visible to all. Are there any restrictions?
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Export only new rows from form submissions to excel
I have been searching for an automated way to get this done. I have a pretty intense (for me personally) form that my coworkers use to track a number of things that I measure. I am pretty married to my sheet and have a number of automated workflows running with it as well. There are about 48 columns of data including index…
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Import ClikUp or Excel task hierarchy into Smartsheet
Hello, Looking to migrate to SmartSheet from ClickUp. ClickUp supports as many levels of sub-tasks as you need: Does anyone know of a direct integration from ClickUp to SmartSheet that preserves this? Zapier? If not, is there a workaround that can pass through Excel first, somehow automatically format something like the…
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Free Webinar: Intro to Data Shuttle
Join us on January 19th for our webinar Intro to Data Shuttle where we will be discussing how we can leverage Data Shuttle to automatically and seamlessly upload or offload data between Smartsheet and other tools you use. We will be hosting the webinar in three timezones, even if you are unable to join us live, you can…
