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Auto Date Calculation
Hi Very new to SmartSheet, I am trying to create a Purchase Tracking sheet that can be used for Payment Schedule. Here is what I have " Invoice Date" This I put it manually whenever I receive an invoice from my vendor. I also have another cell "Droplist" which state payment terms like 30/60/90 days. What i need is 1) A…
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Convert multiple text dates to a date field in a single cell
I have contract information entered into my sheet via Web Form. The users are allowed to enter multiple products in at once but asked to keep information pertaining to them in the same sequential order throughout the form entry. I am looking to see if it’s possible to take multiple text dates entered in a single cell and…
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Limited Access to Report Builder
We have been using a very simple report to pull information from a single sheet. The report has been working fine for several months. Today I was notified (& verified) that I am the only person who can still edit the report via report builder. Everyone else is stuck viewing the information I last searched for and cannot…
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Newbie Question - Reports Lookup into Sheet (relational database like)
First, I am sure this has been answered, but I could not find it. I have two smartsheets: Projects and PMs. The PMs sheet has basic info about the PM (Emp ID, Name, Email). The project sheet has all the projects we are working in the company with lots of project metrics. One being Margin %. I want to create, then run a…
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Querying a column from another spreadsheet
I have two tasks sheets. I use one to monitor "projects". I use another to monitor "tasks". I would like to add a column called "Associated Project" to the tasks sheet. I know I can go in individually to each cell and have it link to a cell in the projects sheet. I also know I can set up a dropdown list with a projects.…
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Resource Check Out
Hello, We are trying to use a Smartsheet form for check out equipment from a drop-down list. Is there any way for the Form to not display an item is available for check out(I.E. remove it dynamically from the dropdown list) if it was checked out by a different staff member? regards, Brian
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Metric sheet that feeds dashboards
Hello, I am looking for best practices for setting up a metric sheet to feed a dashboard. I haven't found anything in help. I've set up sheets with my formulas to pull data from various sheets and then use that data for graphs, reports for dashboards. I've caused myself problems while sorting and wondered if there is…
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Exporting Sheet Content into a Formatted View
We have a Smartsheet that is being populated from a webform that is collecting scholarship submissions. We want to provide a summary page for each application that includes the questions and answers. So if the sheet has 10 rows (applicants), we want to generate 10 different summary sheets in a view that is easy to read.…
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Enhancing Workflow Management on Consulting Projects
Hello! I need some help enhancing how we track our current projects in Smartsheet. I work for an engineering consulting firm. We have been using Smartsheet over the last 9 months to track tasks and manage workflow. The majority of our projects are labor-only. Due to the nature of our work with public agencies and…
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Project Dashboard Generator
I am trying to develop a dashboard generator so that I don't have to recreate every report I use in our dashboards each time we have a new project. I would like to be able to select the project number in one location and have all the reports reference that project number to pull data from their respective sources, then…