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Smart Sheet for tracking customer onboarding process for Saas company
Hello Smartsheet community members, I am on trial and trying to learn ways to setup smartsheet in order to track customer onboarding process. My company is creating and selling software to customers (Saas) and we are looking for ways to improve our internal communication to help our customer adaping our software quicker…
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Formula to calculate count of checkboxes in multiple columns and child rows
Hi Everyone, I'm trying to write a formula that adds up the number of unchecked child rows in the Complete column and then subtracts the number of checked rows from the Non Applicable column. The result should be a number of tasks left to be completed from within that parent and child section. I've tried a bunch of…
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Need to build formula that includes a drop down menu as an option, need advice
I am trying to build a formula that includes a drop down menu as an option. This is what I am trying to do ... =IF([COLUMN1] = "Campus name", then [BUILDING NAME], otherwise "Please select your campus before selecting the building name") * COLUMN1 would be a drop down menu with campus names * BUILDING NAME would be a drop…
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Web Form Submission Notification
When a web form is submitted, and a record is generatied in my SmartSheet, can I get a notification email containing the Web Form information that was submitted? We have people registering for a conference, and need to know when a new registration is created.
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Imported Contacts not 'syncing'
I imported an excel spreadsheet that has a column of names. The column was imported as text. I changed the column property to Contact list. As I add people to my account contacts, the rest of the cells in that column with the same name are not sync'ing (?). Smartsheet wants me to add another contact entry. Is there a way…
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Adding auto-numbered field to web form??
I want to add my auto-numbered field into my web form so that when the confirmation email gets sent it includes the assigned number to that request. Has anyone accomplished this? And, if so, how do I do it? Thank you!
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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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Adding 'time" fields ?
Hello community. Wondering if there is the capability of capturing "time" in forms and sheets. I would like field engineers to log what time they arrived on site, then left via a Time field. I would then like the master sheet to calculate time spent on site. Any ideas? Thanks Stuart
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Graphic for pipeline
Hi, I am an architect and I NEED to see all the data graphically. I am looking for samples of project pipeline graphics produced using Smartsheet. Please, post them here or send me a link. Thanks! ileana
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Insert Function Not Working for Checkboxes
This morning, I noticed that the Insert function is not working properly in my smartsheets. When I try to add rows to any of my Smartsheets, a new row is added. However, the new row does not initially contain any checkboxes in columns where the data type is Checkbox. If you create a new row and click on a checkbox cell in…
