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Retrieve the form URL via an API call when the sheet is created
Hello Smartsheet Community, I hope you're all doing well! Im relatively new to smartsheets and I'm currently working on an automation process using the API's within Smartsheet where new sheets are created from a template. This template has an attached form that is crucial for our workflow. Currently, we can retrieve the…
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Referencing report data in a sheet/formular
Hi all This may be a silly question, but a quick google search seems to say this is impossible; I want to use a report to sum up all tasks overall/done/gone past deadlines, and then use a formular in a sheet to add them all up and be used for a graph. Thing is, it seems I cannot reference a report into a sheet? This feels…
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Assistance pulling information from one sheet to another automatically
Hello, SmartSheet Community! I could use your help. I have created an example of my problem below. The actual sheets have many more columns. Sheet A needs information sorted by Person Name; Sheet B has information sorted by Pet Type. Sheet A - This is where I would like information to be filled in automatically based on…
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best way to convert excel tracker to smartsheet
Hi all whats the best way to convert this tracker on smartsheet any ideas will be appreciated @Paul Newcome tagging as always for your advice please
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considering switching from CRM to Smartsheet. What's the best way to ensure a smooth transition
Do we have any standard templates related to CRM in Smartsheet? Appreciate insights and advice from those who have undergone similar transitions or have expertise in utilizing Smartsheet for CRM purposes. Specifically, I'm interested in: Strategies for migrating data from our current CRM system to Smartsheet. Best…
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VLOOKUP and COUNTIFS
Hi all, Hoping to get some help with a LOOKUP/COUNTIF formula. I'm trying to create a grid that counts issue location by month. I've created this column in the source sheet which is the range for the VLOOKUP. The sheet that this information needs to be pulled to: I'm struggling to create a formula that will count each…
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Deleting or Deactivating Request emails
Hello, I have an automation where it send a request email automatically and it resends the same email 2 more times both request emails. I do it this way as a reminder and don't have to ask them to search their emails. Is there a way to automatically delete or deactivate the old request emails? I know I can manually do it…
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Pause Time Tracked
I have a request to create a way to track a certain record's time since it's been opened, but the user would like the tracked time to not include when it's in a certain status. For example, if the record is in "Open" status for 2 hours, have 2 hours tracked. If the same record is changed to "Waiting on feedback", however…
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Link Columns to another sheet dependent on answer to question
For all exams listed on our Assessment sheet , if no incidents during the exam occur, is there a way to streamline by cross-referencing the Assessment sheet to populate specific columns in the incident report sheet instead of completing a separate report? I'd like a user to go into the assessment sheet, scroll to the…