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I am trying to book an Orchestra using Smartsheet Forms and Sheets, any ideas?
The form needs to go out to the pool of musicians and poll their availability. Then the availability needs to be able to be quarriable to book musicians by part. For example, I need the following parts covered each day: Flue, Trumpet, Trombone, Tuba I need a form that can go out to all the flute platers and they select the…
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Creating report to show all Parent Rows based on Child Row
I'm trying to create a report to display all tasks assigned to current logged user. In the report, I want to see all the parent rows displayed for the assigned tasks for the logged user. e.g. If I create a report of current logged user (let's say Jane) for them to look at the assigned tasks (primary column), then how to…
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Inspection Records
Hello I want to produce a record for equipment inspections. There will be over 100 items of equipment to list and inspection frequencies vary. I will need to show evidence that the inspection has been carried out, by whom and on what date. Ideally, it would be good to be able to show basic points checked (guards, cables,…
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Linkage Between Form and Report
Good afternoon, I am trying to create a function within a form that allows the form user to view prior Notes for repeat customers easily. Currently: All customers have a "Note" entered as part of their form. I have added a checkbox onto the form that asks "Is this a returning customer?" When checked, logic is set up to…
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Populate multiple metric sheets with cross-sheet formula(s)
I'm looking to improve how I've set up several metric sheets to make sure data is staying up-to-date. The components of the workflow are here: Sheet 1 = This is the reference sheet that is used in reporting. Our billing department uses it to track claims. It's a basic sheet with a simple automation that moves rows to an…
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Row Report: Only show if all sheets are present
I have a row report that grabs data from two sheets. Everything gets Grouped by a primary identifier. Because the two sheets are generated at different times (think a multi-stage form), I'd prefer to only show the data if both sheets are present. However, I cannot figure out how to use filters to do this. Any advice?
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Form Reports
Hello, We are using a form to track a task. The user responsible for completing the requests on the form receives an email notification to take action. Is it possible for a summary report to be sent out on a regular cadence so that the user can make sure he/she did not miss an email notification? If so, how is that setup?…
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Return a string value if cell is under, over, and between certain values (IF) function
I'm trying to get an IF function to work in the Health column of my sheet using the following logic: If budget used cell is less than or equal to 74, return "GREEN" If budget used cell is between 75 and 100, return "ORANGE" If budget used cell is greater than or equal to 100, return "RED" I am using the below function:…
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Parent Row Only Report
Is there a way to build a report consisting of only parent row information? I am trying to show overarching HR Processes in my sheet (parent row) without pulling in the sub-tasks. I tried a checkbox report but the sub-tasks are still showing up in the report although they were not selected. Perhaps there is a workaround or…
