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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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How to create a formula to pull the first part of an order number into an adjacent column
Hello! I am struggling to create a formula to pull the first part of an order number (our internal agency numbers) into a separate column so I can see how much each agent sends in each month. Screenshot of the order number below:
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Is the Email Notification highlight color yellow definable?
In a standard email notification for sheet updates the changes are shown in yellow in the email body, is there a way to define that color to something other than yellow?
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Submitting Multiple Rows using one Smartsheet Form
We are creating a new Smartsheet to track deliverables. We have asked competing vendors to add delivery details within a ‘Smartsheet Form’ to auto-populate the sheet. Orders contain 1 to 100 shipments. Our Order Number is the same for all shipments. Ideally the vendor would like to enter the Order Number and the Order…
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Has anyone used Smartsheet for production resource scheduling?
My company is still relatively new to Smartsheet. We have a project template that is working well for us. However, we also would like to also find a way to use Smartsheet to help us plan/schedule our production resources. We want to be able to line up projects, machine hours, and labor (non smartsheet users) so that when a…
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How to Identify Duplicate Job Numbers on Multiple Sheets?
I manage 30 production projects across three Smartsheet sheets: one main sheet (Project Management) and two spin-off sheets (for Ordering and Install Certification tracking after a project ships). All sheets use a unique 4-digit job number for each project. What’s a formula or function I can use to quickly identify if any…
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Digital Signature
Hi all, I've searched for this topic, but i could not find directly what i was looking for. Is there on Smartsheet any functionality for digital signature that doesn't require pairing our service with another software? All the solutions i saw were about using another software to do it, but those were from 2017. I am just…
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Submission checklist to reference production schedule
Good morning, I have 2 Sheets Master Production Schedule - consists of multiple columns, Job #, Job Name, Line 2 Count, Forms Submitted?, and Status Check List Submission - consists of multiple columns, Job #, Job Name, Line 2 Count, Submitted, Outstanding Entries, Missing Form Override(Checkbox), and Status The idea is…
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How can I capture the date and time of specific column changes?
I have created a workflow that goes through three different departments. I want to capture the date and time of a request (row) coming in, and the date and time of the next action and each action after that for cycle time purposes. Currently, I can track cycle time for dates but some actions need to be carried out within…
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How to create a master sheet that can work-around the 20,000 row limit?
Hello Everyone! I need to consolidate data from two large Smartsheet sheets into one master sheet to use as a reference for another sheet. However, Smartsheet's 20,000-row limit prevents me from combining everything into a single sheet. I cannot use Smartsheet Reports as a workaround since reports do not support formulas,…
