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auto update from multiple sheet
Hi, i'm looking for someone who can help out in setting up smartsheet for the company.
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Can it be done? Creating a workflow with a form from a seperate spreadsheet.
Hello - I have setup a sales pipeline spreadsheet and a separate proposal tracking spreadsheet. I would like to create a automatic workflow in the sales pipeline sheet so that when "Proposal" or "Pitch" is selected as a status in the pipeline a automatic workflow takes place to present the form for the proposal tracking…
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Receivable Over View
Dear all, Our current receivable has many terms such as advance payments / 30-45-60-120 days deferred. We are maintaining it in an excel sheet but I am afraid some receivable might be missed. What I am looking for is a sheet where I enter the customer invoice value and by when what percentage of that value will I receive.…
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If, Then Formula
Hi everyone, I've searched through the community but couldn't find the right solution. I need to feed specific sales metrics into a dashboard but want it to update, according to the Today column. I receive the previous months information on the 15th of each month, so the formula would need to cover a 45 day period. I added…
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VLookUp and Multiple Rows.
Hi, I'm pulling two excel sheets into SmartSheet. Sheet 1 is called the MASTERLIST Sheet 2 is Called the SALESFORM. The SALESFORM pulls data from the MASTERLIST. What I want to happen is in the SALESFORM I enter an Item Number that is in the MASTERLIST and data from that row fills in in the specific spots. Example. Item…
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Nested IF or MATCH or JOIN+MATCH ?
Dear Community, I am trying to retrieve the information of one cell depending on several criteria: - Match week number from a date with Week Column to retrieve the payment amount - Prioritize between 2 dates (though between 2 week numbers) which one will be retrieved (Actual Payment Week will have priority over Expected…
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Drag and drop from Google Photos
Is there a way (or an add in) to drag or attach photos directly from Google photos to the attachment window in a sheet? I know I can upload from a Google drive but that requires me to save my photos to my drive. The other option is to save them to my computer. It's cumbersome to do that.
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Locked rows not picked up by automations
Hi all, I have a spreadsheet with just 4 columns, and i have a set of rules to apply to them. One of those rules is sending Update requests if the date column is over 7days in the past. But, since the spreadsheet will have "countless" rows, i want the rows that had Update requests before, to be locked (easy part) after the…
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Pull account name from another sheet???
Hello, I need help with the following. I am buildig a sales pipeline tracker. On one sheet I have a list of master accounts. On the tracker sheet I have a column named account list. Can I do a lookup/dropdown to get the account names from the other sheet? I want to ensure the account names are typed correctly by doing a…
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Printing Dashboards loses all the color
I have a very nice dashboard created with lots of color separators to make it east to read. But when I print it, all the color goes away and the fields I created are not showing up. Why is that?