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Auto populate from one sheet into blank rows on another
Hi All! I searched for this, but couldn't find an answer. Maybe it doesn't exist! I'm trying to set up a new dashboard for sales reps. In one sheet I will have them fill out all of their activities. I was TRYING to get them to fill out all information on one sheet to keep things simple for them. Is there a way for me to…
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Stripe Checkout Integration with Smartsheet Form
I have a smartsheet form collecting data for people participating in a conference. I wish to integrate it with Stripe Checkout, so that once submitted, depending on what was checked in one particular box, the Stripe Checkout payment box kicks in and takes over for ticket payment. Can this be done on smartsheet and how to?
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Drop down list column \ multiple choice
Dear support! Could you please help me to understand if it's possible to use multiple choice in a column with drop down list? I mean that maybe there is a way to create something like that?
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Using SUMIF to provide value of orders from this week only
Hi, I am trying to get a formula to sum the total value of orders invoiced this week. The formula i have tried is below, but returns '0' as the value. =SUMIF({Completion Date}, {Completion Date} = WEEKNUMBER(TODAY()), {Order Value}) The sheet references are to single columns titled 'Completion Date' and 'Order Value'…
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Automating the Date on Forms
I have set up a new form for customer orders with a 'Date in' option however, I would like it to be set to todays date automatically. Is this possible or will we need to fill todays date in each time an entry is submitted? Thank you in advance!
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Sheet/Report Limitations?
Hi everyone! I was wondering if this scenario is possible for sheets either using formulas or commands. Example, I have 3 sheets (pipelines) that lead to multiple reports. I have jobs ranging from 0-100 (intervals of 20) percent probability(of selling/sold) in the pipelines. I currently have reports that group the…
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Report Frustrations from SmartSheet
I have been using Smartsheet now for about 2 months. While I love it for so many reasons, I am frustrated too. I love being able to run the reports, there are so many great filters......why don't they just allow a function to add totals to the reports. Hence, when management asks me to report the sales numbers based on…
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Changing the Color of the Submit Button
I am looking for some help as I'm new to smartsheet and still learning the ropes. I have embeded a form into a Wix website for a client however I would like to change the colour of the 'Submit' button to fit in with the website aesthetic. Can anyone let me know if this is possible and if so, let me know how to edit this?…
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Link clients, jobs and opportunities
Hi guys. I use SmartSheet to track clients, jobs and opportunities. I have a sheet for each. For the most part, it works well. But the one area it's letting me down is linking relevant records. I'd like to be able to go to the client card and see all their jobs and opportunities. And I'd like to be able to go to a job or…
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Production/task management with sales order taking
We are a small custom sign manufacturing company. Our clients can order any number of products at a time ranging from small items to custom furniture. All have a similar start to finish process with some customization along the way. We would like sales reps to be able to enter orders directly into a page with details on…
