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Client Invoicing
Hi, I just signed up to the trial of Smartsheet today, so I'm very new to all of this. I'm wondering if we can use this for client invoicing. As a start, I have set up a sheet that lists employees, which includes a "Client" column to whom their time should be billed. For each employee, I have set up a separate time sheet…
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Satisfy all requirements; with different formats of columns
Hello :) I need some help :) i think i have a few steps i will need to complete .. however big idea is to be able to make sure multiple columns have criteria matched; then send a notification with an attachment as well as mark a checkbox complete .. initially i think i need to use a countifs formula to tally all columns…
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Reporting and dashboard help
I have a smartsheet containing work experience for every person in our company. The rows go something like this... * Steve Smith | Project Manager | Company A | 2.5 years | etc... * Steve Smith | Project Manager | Company B | 1.5 years | etc... * Steve Smith | Project Coordinator | Company B | 5 years | etc... * Karen…
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"No Filter" view
After viewing a filter a user selects "No Filter" to return to the full sheet. Whenever I return to the "No Filter" view, the view is not what it was before I selected a filter. For example, I have a specific section expanded and all others collapsed. I select a filter, then go back to "No Filter" and all of my sections…
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Adding to dropdown list
I have a dropdown list created, and I have it set to not restrict to the dropdown list only. I would like to know how to easily add values to the dropdown list without having to go into the column properties. Logically I would think if I type in a value in the cell it will add to the dropdown list, but it doesn't work that…
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Programatically select a subset of a column
I want to be able to average, or other function, over a subset of the cells in a row. The number of cells I want to include is specifiied in a separate cell. In Excel, I accomplished this with OFFSET. I read another article here noting that smartsheet doesn't have OFFSET, but that MATCH and INDEX might be able to be used…
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Managing Tabs in Smartsheet
Hi, I have 2 queries regarding the tabs in Smartsheet 1. Pin tabs - Is there a way to "pin" tabs within Smartsheet in a similar way that you can pin tabs in a Chrome browser so that those tabs that you pin are always displayed and don't get moved to the "..." list? I have a core set of sheets/reports that I would always…
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Lock a Sheet
Hi, Is there any functionality to lock a specific sheet. I dont think there is but this would really help for the situations explained below. There are two scenarios: Scenario 1 We have a master sheet, where all product information is pooled. there are 100 different columns and hundreds of rows. One team is responsible for…
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COUNTIFS criteria is CELL+anything
Hi, I've created a rather complicated cross-sheet formula that counts cells from a different sheet using 3 criterias. One is the description that starts with a text mentioned in a cell above. I've tried to enter the search criteria into the formula like this =COUNTIFS({Other sheet Range 1},$Column$14 & * , ...)…
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Creating Sub-Auto Numbers
Hello, We are currently using a web form for customers to submit a service request. After the form has been submitted a auto-numbering confirmation is generated and the customer is sent a notification with that confirmation number. When we process the request we often need to split the service request into multiple…
