Hello all, I'm quite new to smartsheet and I'm trying to find advice on consolidating data. I have a sales report that comes out of my ERP that has info on orders for multiple customers, sales data, d…
I am wondering if anyone has experience with creating a high-level project timeline view to put on a dashboard--and I am not talking about a Gantt view. What I am trying to do is avoid my customer fro…
Hello, I am curious whether there is a means by which I can use a Sheet Summary field to group and/or sort rows in a Row Report. For example, I want to give a group of sheets a "Priority" field (1, 2,…
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 part…
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 cre…
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…
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 thei…
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 rep…