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Order Pipeline Model template
I'm a Smart Sheet noob and as I was watching the first Card View video I saw the Sprockets Sample which was referred to as an "Order Pipeline Model". This is very close to what I need to track our large orders of partially machine goods form overseas through ocean freight and in-house manufacturing processes. Is there a…
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Nest IF AND OR multiple layers to get a RED or GREEN Result/Status
This is my challenge below. I spelled it out in the screen shot. I need an overall status of Red or Green based on duration correlated to phase status.... Looking for help:
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How to set recurring reminders
I have been searching through the posts and found this formula: =IF(Complete4 = 0, TODAY(), “”) using my own column names. Each time I've tried to accept the formula, I get this error message: unparseable. Am I missing some of the formula (my Excel is rusty)? I want to have an email reminder sent daily until the task has…
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Multiple Approvals Per Row
Hello, I am looking for a workflow solution to our document approval process. Currently we have a Confluence page where five individuals attach a picture of their signature. I would like to set up a sheet to manage approvals of several project documents. The approvals function can currently do this, however, when I send…
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Alert Task Owner when change is made by someone else
Hello All, I have a task sheet that is shared with multiple users. I have a field for the name of the Project Manager and a field for the name of the Task Owner. I would like the PM to get an alert when the row is updated but only if the update comes from someone other than the PM. In other words, if the PM is updating the…
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Does anyone know a way for tracking quantity deduction when it comes to material requests ?
I have been trying to track via the activity log on the right hand of the sheet, however the reports are taking too long to produce. I just need something that i can send to the accounts team that shows how much material was used in a week. Please let me know if anyone has a solution. Thanks, Brendan
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Find highest value and return matching column header
Hi Everyone, I have to inspect several cavities in a process by using a Smartsheet form. Then, out of this database, I would like to know the highest and lowest cavity weight along with the cavity #. I wonder how can I do that. Here is an example: If Cavity 2 has the highest value, and Cavity 1 has the lowest value. I…
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Baffled......Circular / Blocked Reference (Vlookup)
This one is baffling. I have a problem with 2 sheets reading each others data through a Vlookup. Each sheet has Vlookup ranges from the other sheet. I understand why formula and Vlookup may return a #circular or #blocked reference, but I don't understand why my sheets work perfectly for periods of time, and then start…
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Filter View Access for certain users
Hi everyone, I am using Smartsheet to implement an AM (additive manufacturing) order tool for a SME, which uses AM for prototyping. Objective of that project is to directly set an order out of the CAD programm (STL-file, part specifications) into Smartsheet, which will automatically send a notification to the supplier, who…
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Workflow Question - Decline with An Attachment
Wondering if anybody encountered the same situation here. I have a very simple mechanical drawing approval workflow that works fine if the approver only click on "Approve" or "Decline" button. The approval column will change to Submitted when drawing submitted (trigger by attachment), and changed to Approved or…