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Multiple forms to a record
Hi, Wanted to check if there is a mechanism wherein smartsheet can store the information collected via different forms at different points in time in a single row ? Providing an example below for more clarity - Lets say we break the client engagement (an enquiry -- lead generation -- service agreement) flow into multiple…
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Subtract list of items from Inventory
Hi, I have a Inventory Sheet with list of items and also the quantity of each item. I also have products that use various items from the Inventory list, for example: Product #1 = 2 screws, 1 sign, and 2 hooks. And the way I have set it up now, every time when I sell Product #1 I have to manually search up each item and…
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Highest value on the last six values of data
I'm looking to find a formula that will capture the last six months of data and then return the highest value within those six values. On excel, I've used, for example, MAX(OFFSET(B3,COUNTA(B3:B113)-6,0,6,1)) but I see "offset" is not compatible with smartsheet. I don't believe Index and Match would work with what I'm…
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How to have a report exclude certain items
Hi, I'm trying to build an action item report that only shows approved items that do not meet certain criteria. So in the smartsheet, there is a check box for a document attached and several columns for links to other places. I would like to have the report include only items that are marked as approved (a dropdown column)…
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Value in one sheet create a "populate" trigger in another sheet
Good afternoon We have a bid invite sheet that we fill out with prospective jobs (each row is a prospective job) to bid on. It has multiple columns of Data that if we decide to bid on the job would need to be transferred to our sales/estimating sheet. If we had a YES/No drop down column and we choose YES is there a way to…
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Forms with Workflow
Hi, Is it possible to creare forms with workflow e.g if I click "fruits" I will se options "Apples, Oranges..." If I click "Veg" I will se options "Tomato, Onion..." I would like to create Sales tool for my team so they can go step by step with sales process without missing steps. (Maybe you no other tools for doing that).…
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FORMULA NOT WORKING
HI, I have a formula =IF(E3>0,E3-C3,TODAY()-C3) this works great in excel but in smartsheet it comes back with #INVALID COLUMN VALUE can anyone help fix this issue?? Please see attached excel with formula in Column D Thank you in advance :)
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How do I track incoming emails in a Smartsheet?
We are getting slammed with inquiries to our info@ gmail address. I think there's a way to send all those emails to a Smartsheet so I can assign, triage, and track our responses.
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Index/Match? Not sure best function for my needs
Hello, I have a very extensive sales tracker that I use to log charges and calculate the sales rep's commissions based on those charges. The commission percentages change depending on a variety of scenarios, so I created four columns with separate formulas for each scenario. I need the commission column to auto-populate…
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Track time an item was open (active)
I have a date stamp column already in the SmartSheet. When a new row is added, a date and time are assigned. What would be the best method of tracking and reporting the time duration between when the row was added and when it was closed ? I have ideas but have found it makes most sense to run it by one of you first.…