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Looking for some suggestions or Ideas

Simon Angel
edited 12/09/19 inArchived 2015 Posts

We have been using Smartsheet for a few months now and want to enhance what we do.

We run our customer projects on Smartsheet (all working fine).

We would like to create a Change Control Web Form, however we want to pick up the Customer Name from one place, the project from another and the CCF details would be manually entered into the web form.

* Does anyone know of plugin functionality that we could use?

* If not are there any examples of anything simlar being done elsewhere that we could look at.

* Once the CCF form is completed we want to convert the document ot .PDF and then pass it to docusign for signature capture.

* Once the signature is complete we will want to attach the document it to an element of an existing project.

Any one have any ideas or suggestions?

Simon

Comments

This discussion has been closed.
HI @Jbob<\/a> <\/p>

Thanks for the post. I have tried to recreate your example (in a simple way) to see where the issue is.<\/p>

In mine the column called Date and the column called Max per Value are BOTH Date data types.<\/p>

\n
\n \n \"image.png\"<\/img><\/a>\n <\/div>\n<\/div>\n

I have exposed the formula I have used in the last column to show how the Max per Value is coming through.<\/p>

I know this has simplified your original question, but can you see how the Max(Collect()) statement works here?<\/p>

Does this help at all?<\/p>

So in yours: <\/p>

=MAX(COLLECT({CQ Hours Data Range 6}, {CQ Hours Data Range 2}, Model@row, {CQ Hours Data Range 5}, Batch@row),<\/strong>)<\/p>

Range 6 and the column you have written this formula into must be Date fields and you have an extra comma where you don't need it! Just between the last two )). This comma will cause an error.<\/p>

Kind regards<\/p>

Debbie<\/p>"},{"commentID":386369,"body":"

Hello Debbie,<\/p>

Appreciate your help, that worked perfectly!<\/p>

Thank you!<\/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":107892,"type":"question","name":"Need help with an 'If then, or' formula","excerpt":"=IF(OR([Invoice 1 Status (Dropdown)]@row = \"Credit Memo Required\", [Type of Credit]@row = \"Rebill-Invoice Error”, [Rebill Amount]@row = \"([Amount ($\/€)]@row - [Credit Amount]@row)\"), IF(OR([Invoice 2 Status (Dropdown)]@row = \"Credit Memo Required\", [Type of Credit]@row = \"Rebill-Invoice Error”, [Rebill Amount]@row =…","snippet":"=IF(OR([Invoice 1 Status (Dropdown)]@row = \"Credit Memo Required\", [Type of Credit]@row = \"Rebill-Invoice Error”, [Rebill Amount]@row = \"([Amount ($\/€)]@row - [Credit…","categoryID":322,"dateInserted":"2023-07-21T01:02:11+00:00","dateUpdated":null,"dateLastComment":"2023-07-21T14:43:06+00:00","insertUserID":158041,"insertUser":{"userID":158041,"name":"JAAH","url":"https:\/\/community.smartsheet.com\/profile\/JAAH","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-07-21T14:43:51+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"updateUserID":null,"lastUserID":45516,"lastUser":{"userID":45516,"name":"Paul Newcome","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Paul%20Newcome","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/082\/nQPUTVFKKWDJ2.jpg","dateLastActive":"2023-07-21T14:39:31+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":4,"countViews":42,"score":null,"hot":3379854317,"url":"https:\/\/community.smartsheet.com\/discussion\/107892\/need-help-with-an-if-then-or-formula","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/107892\/need-help-with-an-if-then-or-formula","format":"Rich","lastPost":{"discussionID":107892,"commentID":386436,"name":"Re: Need help with an 'If then, or' formula","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/386436#Comment_386436","dateInserted":"2023-07-21T14:43:06+00:00","insertUserID":45516,"insertUser":{"userID":45516,"name":"Paul Newcome","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Paul%20Newcome","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/082\/nQPUTVFKKWDJ2.jpg","dateLastActive":"2023-07-21T14:39:31+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Get Help","url":"https:\/\/community.smartsheet.com\/categories\/get-help"},{"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-07-21T14:35:28+00:00","dateAnswered":"2023-07-21T14:35:21+00:00","acceptedAnswers":[{"commentID":386429,"body":"

Thank you both very much for all of your assistance<\/p>"},{"commentID":386436,"body":"

Happy to help. 👍️<\/span><\/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":107882,"type":"question","name":"Need help on Formula","excerpt":"I am writing this formula in column to calculate the Quarter (Q1,Q2,Q3,Q4) from a date and getting results like (Q1,Q2,Q3,Q4) without the year. Can someone please help me with getting this value Q4 - 2022, Q1- 2023 , Q2 - 2023 etc. Thanks in advance! =IFERROR(IF(MONTH([Reporting Start Date]@row) < 4, \"Q1\",…","snippet":"I am writing this formula in column to calculate the Quarter (Q1,Q2,Q3,Q4) from a date and getting results like (Q1,Q2,Q3,Q4) without the year. Can someone please help me with…","categoryID":322,"dateInserted":"2023-07-20T19:50:14+00:00","dateUpdated":null,"dateLastComment":"2023-07-21T14:37:40+00:00","insertUserID":163729,"insertUser":{"userID":163729,"name":"Parvez Khan","title":"Project Manager","url":"https:\/\/community.smartsheet.com\/profile\/Parvez%20Khan","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-07-21T15:10:05+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":126800,"lastUser":{"userID":126800,"name":"Kelly P.","url":"https:\/\/community.smartsheet.com\/profile\/Kelly%20P.","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-07-21T14:34:14+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":3,"countViews":40,"score":null,"hot":3379834674,"url":"https:\/\/community.smartsheet.com\/discussion\/107882\/need-help-on-formula","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/107882\/need-help-on-formula","format":"Rich","tagIDs":[254],"lastPost":{"discussionID":107882,"commentID":386433,"name":"Re: Need help on Formula","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/386433#Comment_386433","dateInserted":"2023-07-21T14:37:40+00:00","insertUserID":126800,"insertUser":{"userID":126800,"name":"Kelly P.","url":"https:\/\/community.smartsheet.com\/profile\/Kelly%20P.","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-07-21T14:34:14+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Get Help","url":"https:\/\/community.smartsheet.com\/categories\/get-help"},{"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-07-21T13:56:53+00:00","dateAnswered":"2023-07-20T19:59:40+00:00","acceptedAnswers":[{"commentID":386270,"body":"

@Parvez Khan<\/a> <\/p>

You could use something like this:<\/p>

=IFERROR(IF(OR(MONTH(Date@row) = 1, MONTH(Date@row) = 2, MONTH(Date@row) = 3), \"Q1\" + \" \" + YEAR(Date@row), IF(OR(MONTH(Date@row) = 4, MONTH(Date@row) = 4, MONTH(Date@row) = 6), \"Q2\" + \" \" + YEAR(Date@row), IF(OR(MONTH(Date@row) = 7, MONTH(Date@row) = 8, MONTH(Date@row) = 9), \"Q3\" + \" \" + YEAR(Date@row), IF(OR(MONTH(Date@row) = 10, MONTH(Date@row) = 11, MONTH(Date@row) = 12), \"Q4\") + \" \" + YEAR(Date@row)))), \"//www.santa-greenland.com/community/discussion/comment/\")<\/p>

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":[]}">

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