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Web Form Layout
In webforms I have to make each item a column that I want info to flow into. Can I make those column print inot a row later? A long row info from columns is too much.
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time based reports?
I'm sure what I'm looking to do is not that difficult, I just can't find a way to achieve it. What I have is a sheet that consists of quote amounts ($) that are relative to a quote date. What I want to do is to look at how many dollars we have quoted that are on quotes a month old, 2 months old, etc. Ideally this would be…
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Pairing with Epicor
Good morning, Other than downloading a Smartsheet into Excel and then uploading to Epicor, is there a way to directly integrate the 2 systems. Thank you, Lisa
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Alert based on Report, not Sheet?
Is there a way to set up an alert based on changes to a report instead of a sheet? I have a "master" sheet that constantly grows on a daily basis and several reports for different departments to display the information that is relevent to only their department. If I set up an alert for the sheet then the department leads…
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Add Years to a Date
If Term_Effective_Date = 12/07/15 and Terms_In_Year = 3 Years. What is the formula to calcuate the New Date? I need to add 3 years to 12/07/15. =DATE(YEAR(Term_Effecitve_Date2) + [Terms_In _Year]2, MONTH(Term_Effecitve_Date2), DAY(Term_Effecitve_Date2)) I am getting #NUMBER EXPECTED as an error. Thank you for helping!
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Help with Duration by assigned to formula
I need to sum the duration colums by assigned to if the status is complete. I am having so many errors when trying to do this. Can anyone help?
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Creating a customer Work Order form.
Good day! We are looking to change our current system of work orders (creating it manually on a hard copy) to doing it via Smartsheet. There doesn't appear to be a template already in existence. Has anyone ever created one? One of our primary concerns is how do we get a customer to authorize the work? Thanks Rob
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Repeating rows based on one cell value
I am try to go from a proposal to a detail sheet for our business. We make doors and you can have from 1 to about 100 or more of one type of door. On the proposal it is only shown as one line with a quantity cell. Now what I want to do it link that to a detail sheet, the sheet that will go to production, and list those…
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Feature Request: Row Summary Documents
Our business utilizes Smartsheet in so many ways. One feature that continually wish Smartsheet had is what I call a "Row Summary Document". This feature would essentially mimic the Form builder already contained in Smartsheet, however it would be in reverse. The form would actually be populated based on an already…
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Setting Up sheets to run multiple businesses
Hi I have 3 businesses that demand different work flows and I am having trouble getting my head around the best practice for how I should set up these sheets. Should I use one sheet to manage contact information for the 3 businesses and what is the best practice to link contacts to Quotes or jobs on other sheets ? Comon…