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Generate documents from parent and children rows
Is it possible to generate one document from multiple rows? Best example I can think of would be an itemized order with multiple items in the order - how can you list all order items from that parent row (order number) with the item ordered [qty, price, detail information] on the children rows? Having columns to fill on…
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Please bring back the tabs...
The new December 2018 look prevents easy navigation and inhibits work-flow. This is not a positive update. I see numerous posts expressing the same opinion. Please bring the tabs back or make them an option.
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Relational Database?
Hello All, We've been hunting high and low for a good task mgmt system for weeks, and Smartsheet is looking very promising. However, there doesn't seem to be any primary or foreign key type functions. How do you relate two sheets with each other? Some language in the site alludes to needing to integrate Smartsheet with an…
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Whom should I contact...
...to get my "Account Executive - Expansion" to STOP emailing me?!?!?! I have repeatedly asked this guy to stop with his sales pitches. He has never answered a single email from me when I request specific information (ex: I would like some pricing information on Data Shuttle...) yet he continues to send me "exciting new…
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Convert Numbers to Text so I can show a range keeping the comma delimiters
I have two columns of data showing prices, say $1,100 in one and $2,200 in another. I want to display this as a range in a report as "Your price is $1,100 - $2,200". I used this formula: "$" + $[Report Low Price]@row + " - $" + ($[Report High Price]@row which returns "$1100 - $2200", how can i have it include the comma…
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Cell Linking not working
Good Afternoon, I have a report which collates all monthly figures from each Months Tab, and links them into a Detailed Yearly Report for my figures. This is starting from 2018, but ive got down to March 2019 and now the Linking doesn't appear to work. No matter how I do it, the link doesn't show inside my column. Is there…
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Lookup Columns Between Sheets
Good day all I'm a newbie on the community. I'm trying to deal with a scenario which I thought was very common and assumed Smartsheet would have an easy way to deal with. The scenario is: we have a very simple sheet for managing customers. This sheet includes a customerID, business name, primary contact person, postal…
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Dashboard with Filters - Best Practice
Hi all, I am pretty new to Smartsheet and will need your help to build a dashboard. What is the best practice to create one? GRID I have multiple salespeople in my team, each of them have their own grid. The grid looks something like this: ID | Date | Stage | Comments I am creating forms for them to fill up on a daily…
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Forced to upgrade
I had recently bought a Pro plan and after about a month, a lot of the features that I had been using frequently (which was available on the pro plan) are blocked and now I'm being forced to upgrade to a business plan. I feel this is unethical... does anyone have any thoughts on this?
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Automation for Request Update not working
Hello, I have created a Workflow Automation for when a Customer submits a Warranty Form into our Company. The Workflow has a condition where if one of the fields on a Form is Blank, then it should send back an Update to fill in the Blank Field. I dont want this to be a required entry on a Form for now. I have snipped the…
