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Data Shuttle not pulling in new rows from source sheet
Hi, I have a Data Shuttle workflow that I set up that has been working for 4 months, but for the past few weeks, has not been picking up rows that should be added to the Target sheet. Any ideas why it suddenly stopped working? The source file is saved in Box (I've verified/reconnected by Box account). There are 96 rows in…
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SUMIF for terms in multiple selection drop down
Hello. I am trying to assign pricing according to requested testing, where each test has a specific fee associated with it. This fee is redacted in the below screenshot, but is formated as 123.45. I am hoping to get the sum of the different values. What can I correct in my formula to achieve this? Thanks!
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Auto populate data in Forms
I am trying to auto populate the data in Forms for example if we select ID the corresponding fields will get auto populated with required values. As per the attachment if we enter any ID in the CUS ID field it should populate the PSS First Name, Last Name, email and Manager email. I tried to do this by cross sheet Vlookup…
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Generated Documents as Email Attachments
As the topic states, it would be great if we could simply attach our generated documents to an e-mail with a quick message OR remove everything except for the custom message and the link. ------------ Full explanation: We use a form to gather a sales request from customers (perfect, no notes). Then we use an automation to…
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How do I create a IF(AND formula combining multiple cross references?
In this screenshot I am sharing my rollup data sheet. Of the 6 Total Amex CB Count, I am trying to determine how many of those each of our Branches has but I keep getting different errors using formula: =COUNTIFS({Dispute & Chargeback intake sheet branch}, CONTAINS([Data Points]32, @cell), IF(AND({Dispute & Chargeback…
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Quickbooks & Smartsheet
So. I've been working on this Quickbooks & Smartsheet Integration for a couple of years now for my own internal use. It has many application & the proof of concept exists and we use it. We use it for an approval process (for invoices): The power of Smartsheet i.e. (approvals, communication, notes) makes this a beautiful…
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Work Flow and Automation help
I am attempting to set up a workflow sheet between operations, sales, and owner. The idea would be to have master sheet where information is fed to it through multiple sources. Once the master sheet has all of the data needed it would then feed to sales and the owners to give them a snapshot of their work. Is it possible…
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Reporting to Referral Partners
Hi everybody! I'm hoping someone can help me with a solution to this particular feature I'm looking to integrate in my Smartsheets sales system. I have multiple sales reps in my company. Our Smartsheet system is used to help them keep track of leads they receive from various referral partners, transaction tracking once a…
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Using forms to Establish a Parent/Child Row Relationship
Hi, I'm trying to build out a sales pricing sheet that can be used by our sales team to enter a customers information and then the products that they'd like to purchase (with various different options). I'd want the interface for the sales person to be a form rather than a grid view to keep it simple and let various…
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When will printing grouped reports be allowed?
This is a game changer for us, and we are sitting idle. We are examining other software that allows this functionality. This is critical for adapting to our changing business environments. This seems basic. I know it's not. Are there any updates? Thank you
