-
Mail Merge with Form
Hi all, I was searching on the Smartsheet community, but i could not find the best solution for my issue. Basically, in my company, everytime that a production finishes, i receive via e-mail the test results for the specific product. With those results, later on, i must issue a document to the customer with those same…
-
Automatically copy specific fields from new rows in one sheet to another
Hi Folks, We have an intake sheet / form and a separate project sheet. Goal is to automatically copy specific fields from new rows in the Intake sheet (source) to a different Project sheet (destination) each time a new row is entered by users. When a new row is entered, we want to copy (as a new row) specific fields from…
-
Document Management Systems
Hello All, We are using SS and considering DMS options (Efilecabinet, Box, M-file) to manage the bulk of docs we handle in the process. Wondering if anyone in the community that has a DMS in place can provide feedback or advice on their implementations. (how well it integrates with SS, potential problems). It doesn't have…
-
Volunteer Allocation
Hi All, I am attempting to find a solution for a specific manual task that is error prone and very time intensive - We need about 300 volunteers occasionally on short notice and need them across multiple cities in 20-50 specific locations (we do not know these specific locations until last minute). I have built a survey…
-
Formula Question
Hello community, I cannot figure out why this formula is #UNPARSEABLE in Smartsheet when it works perfectly in Excel. The intent is to show the amount of days left before/after "Due Date" [Column5]. EXCEL =IF(E2="","",IF(E2<TODAY(),-DATEDIF(E2,TODAY(),"d"),DATEDIF(TODAY(),E2,"d"))) SMARTSHEET…
-
Pasting from Excel triggers an Automated Workflow
I received numerous one liner emails daily from a customer with consistent data I need to action against. I'd like to paste from Excel into a Smartsheet GRID and then a workflow be triggered to validate information and email notify the respective parties. However, when I copy and paste it doesn't trigger, what do I need to…
-
Has anyone found a workaround for DataUploader to run from shared google sheets?
We would like to set a few datauploaders to run daily from google sheets. The google sheets are owned by several different individuals/users and stored in a shared google drive. Due to Smartsheet licenses we would like one person to own the data upload workflows, but Smartsheet does not currently support Data Uploads from…
-
How to Use VLOOKUP and SUMIFS
I have 2 sheets. The first one is for case reviewer #1. It lists the case ID and the hours each day they worked on it. In total I have 3 reviewers and each have their own time sheet. Then, I have a summary sheet that lists the Case ID, each reviewer, and then the total time spent on each case. What I would like to do is on…
-
Is there a function to have google sheets and smartsheet to have a live active link?
My company currently has two separate department that uses two different systems. My department is using Smartsheet and the other department is using Google Sheets. Is there a way for the two systems to communicate with each other with links and formulas?
-
VLOOKUP returning #INVALID REF
I am receiving the #INVALID REF error in smartsheet and I am not sure how to correct it. =VLOOKUP([PART NUMBER]1, [PN]1:[PART DESCRIPTION]1800, {2,3,4,5}, false) Below is the excel sheet formula that does work but does not flow over to the smartsheet. =VLOOKUP($Q6,$A4:$D25014,{2,3,4,5},FALSE) If you look at the excel…
