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Trying to build a report, is it possible?
I'm trying to build a report from our company sales pipeline. Our pipeline has 7 sales stages. I'd like a report showing the percentage of our sales teams success progressing prospects from stage 3 or 4 to stage 5 (closed). At this point, I'm not sure how I need to approcae this report and build it. Would appreciate some…
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New data detection
Hi I was trying to find if there are ways for smartsheet to push new row data into a database. Like when Person A modified Document X. Then through API smartsheet will send the newly modified data (rows) to the database to add to the database. I'm not sure if this can be achvied or not. But i do see that it can send out…
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ticket system \ Sharepoint integration with Smartsheet?
Hi all, My projects team are using Smartsheet to manage company projects. We now need to also manage some company’s tasks in a tickets system. Normally the company uses SharePoint for the internal ticket system. I would like my team to use only 1 system, Smartsheet. The issues are: 1. I couldn’t find and formal…
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Smartsheet in Powerpoint - Not Gantt Timeline
I want to either export or copy and paste my Smartsheet into a Powerpoint table once a week. The text has to be editable after I paste it. When I copy and paste, it loses all formatting. The transfer process is going to be used by my director, and I can't ask him to do a lot of transformations or steps to reach the…
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Smartsheet MRP/ERP
Hi all, Has anyone used Smartsheet in the capacity of a simple MRP or inventory management system? If so, it would be great if some examples could be shared. Especially where teams have used the Smartsheet and Google Apps integration to serve as a dynamic ERP/MRP system? I've read a couple of articles describing this being…
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Approval process automation
I'd like to create a workflow which will collect data from a webform (can I edit the look & feel of the web form UI?) and have that data forwarded to several people for approval without the need to go to echosign. The webform is the easy part (thank you Smartsheet), but the rest of the approval confirmation on the sheet…
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Reverse engineered forms?
Using forms to collect project mandate requests and initiation documents (which is working great) but is there a way to review the information collected in form that is not based on muliple columns (i.e. spreadeheet)? We are looking to publish our forms and then have a monthly review panel but the SS format isn't great for…
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expired trial to member of team plan
i apologize in advance if this was asked before, but i didn't find it in the forum yet. i have a user that was on a trial to gain access to a sheet that she is one of many users of this particular sheet. Her trial expired and i sent her an invite (used her same email address) from our team account, but it was not as a…
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Sync problems with Smartsheet to Outlook
Hi, I have been syncing my smartsheet to outlook very successfully. Then recently there seems to have been a bug. The calendar in outlook no longer has a title and does not appear on the list of calendars. (so i cant delete it and republish, which is how i would normally solve it) If i go to smartsheet and add the calendar…
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Outlook 365 Calendar
Is there a way to link reminders to our Outlook 365 calendar? We already log in through 365 and it would be great if we could!
