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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?
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Notifications not working?
Hi, I have set up notifications on my Smartsheet for our Ordering Process. The notifications act as Order Confirmations to Customers to give them details of the Order being processed and Despatch details. Over the last couple of days, these notifications have stopped sending out. I have checked the settings of each…
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Using COUNTIF to determine quantity of rows with number not ending is 000
Hello, I'm trying to setup a "Line Quantity" of children where the primary column contains a 5 digit number. These numbers indicate line items of a purchase order and have a hierarchy themselves. The numbers that are considered the parent end in 000 with all the items that are children end in various numbers in increments…
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Update Request to Multiple Recipients
I send an update request to 10 people. The request has the 10 recipients listed with text boxes under their names where they will each fill in data and SUBMIT it back to the SmartSheet. It works fine except when recipients go on vacation or are not available to answer the email update request. This holds up the entire…
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Cell Linking
Hi all, I have currently set up cell linking, however I only want it to cell link once the drop down box has been changed to 'Converted'. As in, we receive a lead and add the data to that lead. Once that lead is 'won' or 'Converted' I change the drop box to show this. Once this is done then I want it to move onto my other…
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[Need Help] Non-License user can hide column but can't unhide?
Hi, I understand that only License user can hide or un-hide column in sheet they are admin. * Hide/unhide columns (also requires Sheet Owner or Admin access to the sheet) But we have some user (non-licensed but part of our Business) that are able to shrink a column in a sheet they are admin, but they are unable to unhide.…
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Auto group like cells
Is there a way to auto group cells that are the same, and add a count of them next to the parent cell? For example, I have a sheet that looks like the first screenshot (ex1), it's a list of SKUs within a program and a project. I want to group all SKUs within the same program/project and count the number of SKUs (see ex2).…
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Using smartsheets as a CRM
Hi everyone, In Smartsheets, I am trying to create a contact data base with a status trigger from a drop down menu... when "Lead Status" changes from "Lead" to "Opportunity" it triggers a bunch of actions I have set up through Zapier to set up the next steps, files, folders, etc. in Smartsheets and GSuite. Does anyone know…
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OR function to check a box
I am trying to get one box to check under one or another conditions. 1. when a certain cell has any text 2. When another certain box is checked The function I came up with follows, but it doesn't seem to work. There might be one small tweak I need to make, but I am still new to making formulas. Thanks for your help!…
