Good day! We are looking to change our current system of work orders (creating it manually on a hard copy) to doing it via Smartsheet. There doesn't appear to be a template already in existence. Has anyone ever created one? One of our primary concerns is how do we get a customer to authorize the work? Thanks Rob
I’m sure I’m not the first to ask this. I could not find a post addressing my question. I am creating a sheet to track invoices through a department; receive to payment. I created a check box column titled 'January - Invoice Received' when the check box is checked i want the next column over titled 'January - Invoice…
I run a consulting company and would like to build a sheet where the staff can report on the time they have worked for certain clients. We invoice AM and/or PM blocks, not per hour. I have my clients in a drop down box. How can I make a summary sheet that links to the individual consultant reporting sheets in order to…
I would like to see the ability to add, subtract, multiply and divide in a Web-form. Asking for financial information and need to add 5 or 6 boxes to have a subtotal. (at least one box is the multiple of 2 other boxes), Then deduct optional box for a final total on Web-Form. Now I ask the person filling out the form to do…
I have a large sheet (48-50 columns by 80 rows). I can not see the last column. It has a formula that displays either "not done" or "done". I use it to highlight "done" rows in green. I was working on another indicator and wanted to access that column and couldn't scroll over to it. Have I met a limit on the width of the…
Our business utilizes Smartsheet in so many ways. One feature that continually wish Smartsheet had is what I call a "Row Summary Document". This feature would essentially mimic the Form builder already contained in Smartsheet, however it would be in reverse. The form would actually be populated based on an already…
We here at the bank are using web forms religiously. My question is, how can we make it so that when a user submits a web form, it automatically logs the name of the person who submitted the form? It may not be possible considering web forms are public (as long as they have the link). The workaround right now is having a…
I am trying to create a workaround using the cell linking function in order to avoid circular references. In the picture below, the Premium column contains formulas calculating the appropriate total. Is there a way to have the Bound Premium column show only the value from the Premium column without carrying over the…
Hello experienced spreadsheet users! I am new to using spreadsheets for anything, much less smart ones. Does anyone have a template I could use for a cost analysis of products? Thanks so much! ~jen
We recently learned the hard way that there is a limit to how many sheets a report can access! We use the report feature to create individual task lists throughout our company. Each task list searches all sheets for names in an Assigned To column and refines the search looking for a value of "Needs Action" in the Status…
