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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…
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If this, then that formula question
Hello! this may be so simple, but I'm having a hard time with it. I want a few things to happen - if the Approx trips per year is blank: provide the sum of just the Registration price field & the Approximate travel field If the Approv trips per year is NOT blank: multiply the approx trips per year by the apprx travel cost,…
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Sales pipeline with sort (need child/parent row stays together)
I have a sheet that has child/parent rows and which I can sort by dropdown list order (see below pics) So here are my questions: 1.) how can I have a report where it only shows the current user AND that the child/parent row are together when sorted in the report 2.) I want the sort to be "sort by dropdown list", is that…
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Center of Excellence
If someone wants to subscribe to the Center of Excellence, can he/she do that without being a paid Smartsheet user, or does the person need to upgrade?
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Time Tracking - Hours and Minutes
I was working on a way to track some task hours and minutes... came up with this: One of the problems I ran into is that if you put "00" (double-ought) or any minute with a preceding zero, it would error. You can see the work-around I made, not the most elegant, I admit.. If Smartsheet could ignore preceding zeros, it…
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Conditional quantities for pricing sheet?
Smarties, I am creating a pricing form and am stuck on a formula. In the example, the first 4 widgets cost $10. Each additional widget is after 4 widgets is $3. In the preceding cell [1-4 WIDGETS], I have a single-select dropdown of 1, 2, 3, 4, 5+ (as I need these numbers to count the number of widgets sold for another…
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Score formulas
We are having a sales contest this month. The teams (Houses) entered their numbers and we are ready to Identify the winners for 1st, 2nd and 3rd place. I was able to identify the 1st place score (Highest Score) using the MAX function and the name of the House (Top Team) with the JOIN function. BUT, I cannot identify the…
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Cross Sheet reference/"assigned to" allow multiple contacts per cell LIKE formula?
SS community - I need help. I have created a Sales Pipeline sheet for my sales team, sales stages etc which is basically it's own CRM. I am trying to gain metrics in order to keep the sales team members honest and report the truth to the leadership team. Challenge: Cross sheet formula (below) pulls correct data but when…
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Pricing: A La Carte Apps
Smartsheet, you need you allow apps to be added a la carte to Business accounts. Restricting apps to Enterprise is unnecessary. It feels like nothing more than hard-ball sales tactics. While Smartsheet has helped our business organize our operations team, we are not happy about the divide between Business and Enterprise…
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Report on all sheets I am part of as Assigned To
Many of our team members will be allocated to many different sheets. 1. Is there a feature how to make a report showing all sheets I am assigned to?, and as a continuation a report showing specific tasks in those projects, for example Gate Review, or Offer Submission? Those tasks are not necessarily assigned to that…
