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Will adding Data unto Webforms be added automatically to the spreadsheet?
How do I get the data I entered on a webform to get added unto the spreadsheet I am working from? Can I do both or does it have to be either 1. use the Webform or 2. enter data unto the spreadsheet?
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Mobile App for entering data into SmartSheets...
hi. Is there any mobile app which acts as WebForm for filling up smartsheets? i m looking for a solution in which my team members can enter data from their mobile app - which goes into smartsheet... just like Webform - but without going to that URL of webform... We are trying to track our Sales Leads - by asking sales team…
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moving rows in reports (without using Sort)
Is it possible to move rows around in a report without using the Sort function? I have a report that pulls from 3 sheets, and I want to change the order of the rows from each sheet (not individual rows if that helps). Sorting only changes the order numerically or alphabetically, which I don't want to do. Any ideas?
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Status Order Tracking (similar to the Dominoes Pizza Tracker)
Was wondering if its possible to create an online sheet for my clients to be able to get Status updates? Ideally I would want them to go to an online sheet and put in their Invoice number and it will tell where their job is at (With Designer, Proof Sent, At the printer, Completed etc.) Does anyone know if this is possible?…
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Consolidating names in a Columns
We use Smartsheet to manage several projects, with multiple and repeat customers. We need to create a report that reviews (2) columns (distributor and customer) from serveral sheets. We would like the end report to combine the (2) columns from all of the sheets and remove any duplicate names from each column. I have gotten…
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Online Customer Order Forms for Customers and Sales Team
Hi, I signed up the free trial and have been watching a few of the smartsheet videos and playing around in the dashboard but I still am not clear if smartsheet will work for us and I'm hoping to share what I am looking for and then someone at smartsheet can tell me if will work for us or not. We are a small business that…
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How to send a notification to a selected recipient
How do I get SS to send a notification to a contact whose name has just been selected from the list and entered in a webform? Like, when column [supervisor] is set with a particular name, please notify [selected supervisor] of this change.
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Using or not using hierarchies
For sales I have been advised not to use heirarchies to group things by areas like likelihood, potential size, stage of progress, etc, because once they're a few pages long it's a bit unweildy. I was advised to use no hierarchies for a sales pipeline and instead rely on Reports for all of that. But I see that with the…
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what is the best way to Integrate smartsheet into an Order based Manufacturing company ?
So i have been tasked with learning the In's and Out's of smartsheet and to find the best way to utilize all of its tools for our company. we currently do the majority of our work through GP which as an accounting program is great but doesnt have the best project managment capabilities. my Question is what would be the…
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Dollar and Percent Symbols Not Showing
I've been playing with this for some time now but havent' figured out the way to have these symbols show up in my sheets. Would anyone here be able to point me in the right direction with this?
