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smartsheet and Enfocus Switch integration
I'm a new user and with my basic understanding I can see the potentential of Smartsheet and Switch downstream. For example the data from a form could be picked up by Switch using email notifications. My question; has anyone managed the reverse? Smartsheet accepting data from Switch and merging it with an existing sheet.…
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Reports Error
Hi all I have been using the same report now for a while and never had any issues tll now. I am running a report off a tooling equipment list and I have a date cell that automatically caculates when it is due for re calibration. The report I create is "if the recal date is today, overdue or in the next 28 days". Problem is…
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AIA Forms
We use an AIA form process for the pay applications in our industry. I am wondering if anyone else has been able to implement an AIA form in a sheet?
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Creation of a Sales Order form with links to costing in another sheet
I routinely need to build quotes for clients, and there are a couple of issues: 1. Costs related to level of buy-in 2. There are parts families (not all parts are compatible) It would be great to be able to build a quote through drop down of part and price for the proper rate. Thanks, Ken
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Tip for Day to get the team to play.
One of the things that we have done as of late to speed the ability to work in the sheet and for people to move about in the sheet is hyperlink your sub sheets to your master sheet. The Hyperlink creates a fast way to go to anothe sheet without closing the main sheet. If you have you settings correct you can have a new tab…
