Welcome to the Smartsheet Forum Archives

The posts in this forum are no longer monitored for accuracy and their content may no longer be current. If there's a discussion here that interests you and you'd like to find (or create) a more current version, pleaseVisit the Current Forums.

report to create form letter

Tim Meeks ✭✭✭✭✭✭

05/12/15 edited 12/09/19 in一个rchived 2015 Posts

Has anyone used the report function to create a form letter. The report would pull static data from one sheet and dynamic entered by a web form from another sheet. Thoughts?

Tags:

0 ·

Comments

Travis Employee

05/13/15 edited 05/13/15

I haven’t heard of users building form letters out of reports but we do have integrations withMarketoandMailChimpwhich support mail merge. Depending on what items you want included in your form letter, this may be a good option for you.

0 · Share on Facebook Share on Twitter

This discussion has been closed.

Categories

If you want to know the percentage over\/under the Contract Amount<\/strong>, your formula (placed the [Percentage] column) would be:<\/p>
=([Contract amount]@row - [Install Labor (actual)]@row) \/ [Contract amount]@row<\/p>
Be sure the \"Percentage\" column is formatted as a percentage. Positive numbers show that your total spend is under<\/strong> the [Contract amount]. Negative values show your total spend is over<\/strong>.<\/p>
You can use a similar formula to measure how far over\/under your [Labor $ (quoted)] amount is from your [Install Labor (actual)] amount.<\/p>
=([Labor $ (quoted)]@row - [Install Labor (actual)]@row) \/ [Labor $ (quoted)]@row<\/p>
Here, though, a negative value shows that you are OVER<\/strong> the estimate. A positive value shows you are at or UNDER<\/strong> the estimate.<\/p>
\n
\n \n $\"Screenshot$ <\/img><\/a>\n <\/div>\n<\/div>\n

<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":322,"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[{"tagID":254,"urlcode":"Formulas","name":"Formulas"}]},{"discussionID":107038,"type":"question","name":"Modified Date loses detail when referenced","excerpt":"Application: Trying to capture and display a 'sheet last modified' value on a dashboard. Approach: Using a formula in the sheet summary sidebar to find the max value of all timestamps in the 'Modified' column. Formula is as follows and is functioning as expected. =MAX([Modified]:[Modified]) Problem: The displayed value…","snippet":"Application: Trying to capture and display a 'sheet last modified' value on a dashboard. Approach: Using a formula in the sheet summary sidebar to find the max value of all…","categoryID":322,"dateInserted":"2023-06-28T17:43:23+00:00","dateUpdated":null,"dateLastComment":"2023-06-28T21:44:02+00:00","insertUserID":154049,"insertUser":{"userID":154049,"name":"Rob W.","url":"https:\/\/community.smartsheet.com\/profile\/Rob%20W.","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-28T21:44:18+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":154049,"lastUser":{"userID":154049,"name":"Rob W.","url":"https:\/\/community.smartsheet.com\/profile\/Rob%20W.","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-28T21:44:18+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":2,"countViews":18,"score":null,"hot":3375964045,"url":"https:\/\/community.smartsheet.com\/discussion\/107038\/modified-date-loses-detail-when-referenced","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/107038\/modified-date-loses-detail-when-referenced","format":"Rich","lastPost":{"discussionID":107038,"commentID":382970,"name":"Re: Modified Date loses detail when referenced","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/382970#Comment_382970","dateInserted":"2023-06-28T21:44:02+00:00","insertUserID":154049,"insertUser":{"userID":154049,"name":"Rob W.","url":"https:\/\/community.smartsheet.com\/profile\/Rob%20W.","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-28T21:44:18+00:00","banned":0,"punished":0,"private":false,"label":"✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-06-28T21:29:15+00:00","dateAnswered":"2023-06-28T18:46:15+00:00","acceptedAnswers":[{"commentID":382932,"body":"
Set the Sheet Summary field as text\/number then add +\"//www.santa-greenland.com/community/discussion/295/\" to the end of the MAX function (plus quote quote) to convert it into a text string.<\/p>
=MAX([Modified]:[Modified]) + \"//www.santa-greenland.com/community/discussion/295/\"<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":322,"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[]},{"discussionID":107030,"type":"question","name":"How to subtract percentages?","excerpt":"I created a new column % Not complete and am trying to add a formula to have =100%-[%Complete]@row. Answer #UNPARSEABLE I have also tried =100-%Complete]@row. Answer: This will populate an answer, however I cannot adjust the formatting from % to number Example: %Complete = 13% Correct answer should display 87% Second…","snippet":"I created a new column % Not complete and am trying to add a formula to have =100%-[%Complete]@row. Answer #UNPARSEABLE I have also tried =100-%Complete]@row. Answer: This will…","categoryID":322,"dateInserted":"2023-06-28T15:56:57+00:00","dateUpdated":"2023-06-28T16:22:44+00:00","dateLastComment":"2023-06-28T16:35:48+00:00","insertUserID":150369,"insertUser":{"userID":150369,"name":"v.winters","url":"https:\/\/community.smartsheet.com\/profile\/v.winters","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!p_DnqRu23us!e98n5_-JJOs!fH1r3mTuHpU","dateLastActive":"2023-06-28T16:34:54+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":150369,"lastUserID":150369,"lastUser":{"userID":150369,"name":"v.winters","url":"https:\/\/community.smartsheet.com\/profile\/v.winters","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!p_DnqRu23us!e98n5_-JJOs!fH1r3mTuHpU","dateLastActive":"2023-06-28T16:34:54+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":2,"countViews":23,"score":null,"hot":3375939165,"url":"https:\/\/community.smartsheet.com\/discussion\/107030\/how-to-subtract-percentages","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/107030\/how-to-subtract-percentages","format":"Rich","tagIDs":[254],"lastPost":{"discussionID":107030,"commentID":382885,"name":"Re: How to subtract percentages?","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/382885#Comment_382885","dateInserted":"2023-06-28T16:35:48+00:00","insertUserID":150369,"insertUser":{"userID":150369,"name":"v.winters","url":"https:\/\/community.smartsheet.com\/profile\/v.winters","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!p_DnqRu23us!e98n5_-JJOs!fH1r3mTuHpU","dateLastActive":"2023-06-28T16:34:54+00:00","banned":0,"punished":0,"private":false,"label":"✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-06-28T16:35:51+00:00","dateAnswered":"2023-06-28T16:31:26+00:00","acceptedAnswers":[{"commentID":382883,"body":"
@v.winters<\/a> <\/p>
If the two percent columns are formatted as percent columns (see screenshot), then the % Not Complete column would have this formula: <\/p>
=1 - [%Complete]<\/em>@row<\/p>
\n \n \n $\"Menu.PNG\"$ <\/img><\/a>\n <\/div>\n<\/div>\n
Hope this helps!<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":322,"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[{"tagID":254,"urlcode":"Formulas","name":"Formulas"}]}],"initialPaging":{"nextURL":"https:\/\/community.smartsheet.com\/api\/v2\/discussions?page=2&includeChildCategories=1&type%5B0%5D=Question&excludeHiddenCategories=1&siteSectionID=0&sort=-hot&limit=3&expand%5B0%5D=all&expand%5B1%5D=-body&expand%5B2%5D=insertUser&expand%5B3%5D=lastUser&status=accepted","prevURL":null,"currentPage":1,"total":10000,"limit":3},"title":"Trending Posts","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">