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How can I put a drop down menu that dynamically updates or adds another field?
How can I put a drop down menu that dynamically updates or adds another field? I am a Project Manager. In my Web Form I created a Project Name field that has a drop down list of current projects to choose from. After I select a project, I want another field to appear underneath it to give the end user another option to…
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Trying to build a report, is it possible?
I'm trying to build a report from our company sales pipeline. Our pipeline has 7 sales stages. I'd like a report showing the percentage of our sales teams success progressing prospects from stage 3 or 4 to stage 5 (closed). At this point, I'm not sure how I need to approcae this report and build it. Would appreciate some…
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Smartsheet MRP/ERP
Hi all, Has anyone used Smartsheet in the capacity of a simple MRP or inventory management system? If so, it would be great if some examples could be shared. Especially where teams have used the Smartsheet and Google Apps integration to serve as a dynamic ERP/MRP system? I've read a couple of articles describing this being…
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Starting a task based off of a column selection
Sorry if this is covered elsewhere and if it is can someone send me a link? Basically we are setting a sheet and are hoping to auto add a child row based off a column selection. Ideally we could choose what if any to prefill in it but even just being able to get a child row to auto add would be a huge help.
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From one pipeline to another
Hi there, I have a new business pipeline we use for prospective accounts we are working on. Depending on what happens we either win, lost or are still waiting to hear - these three options are drop down boxes. They are also RGY colour coded. Is there a way to send a line to another sheet (pipeline)? I.e. if we are…
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Adding Pictures
Can you add pictures into the discussion section without making it an attachment?
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Search Function not working
Today, for no apparent reason, my search function will not work. It hangs and eventually times out with an error. I've rebooted my MAC and closed and reopened Smartsheet. This is talso rue for another user attempting to search the same Smartsheet. I am in the middle of a critical project that requires Smartsheet data that…
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Is it possible to create a link for each column to be copy and paste elsewhere?
Hi, The feature I am looking for is basically to copy a link to a row for pasting it in my iCal at the event that corresponds. For instance, if I have to call the Opportunity in row 100 at 4pm, I will manually create an event in my iCal (becasue SmartSheet sync with iCal only adds them as all day events). In the event in…
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Error when trying to print a calendar view
I'm getting an "maximum date range exceeded, please select a custom date range of less than 1000 weeks" when trying to print a calendar view, and I'm only selecting two weeks out?
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What is the best way to associate prospect contact information and sales tasks to a smartsheet sale
We currently use smartsheet for our sales pipeline. I love it. As our prospects move through our sales cycle, we simply move them down the list. I use the formulas to track all of our conversion rates and apply to project types and marketuing sources. I find this reporting and linking feature invaluable. We use the…
