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Customer add/edit sheet rows
I need customers to be able to add rows of information to a smart sheet, and later be able to edit those rows. A scrolling table view interface would work better than a form so users can see multiple records at a time. The sheet needs to be secure so that customers can only see/edit their information, and not be able to…
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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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Jira Connector subscription
I'm trying to reach out to sales or support team to subscribe to Jira Connector and resource management, but unfortunately with no response and cannot find from where I can subscribe with direct link, knowing that I'm subscribed to business plan
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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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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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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