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Automating text based on information in other column
Is there a way to format something like this: If column A is True than column B says blank? The reason I ask is that I have a report with site in one column and the next column should have id. It would be much easier for the id to popluate based on the site in the first column.
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Dropdown only options
If I have set up a dropdown, can I disable users from typing in text. I ONLY want people selecting from the dropdown.
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Apply text formatting to tasks in card view
I would like to be able to, essentially, apply multiple conditions to rows and be able to see them in card view. Currently, I have a condition that changes the task bar color based on a dropdown column. I'd like to also have the ability to apply a text-related condtion (changing the text color to red if the due date is…
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Creating a Report is slow
Or is it just me? Or my Windows PC? If there is something I can do on my end to speed this up, I'd like to know. I have Chrome open (Firefox is MUCH worse) and can view the Home Tab. Go! I click on Create New > Report and watch the loading screen - 12-15 seconds (Firefox 17-20) the Report is created but is not open 1. Time…
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Smartsheet as CRM with differentiated Accounts, Contacts, and Tasks
Hi everyone! I am trying to use Smartsheet as a simple but complete sales/CRM solution. I want to be able to have three different things: Accounts (like a company, "XYZ Tractors") Contacts (like a person, "John Smith, Senior Manager, employee at XYZ Tractors”) Tasks (“Create a sales quote for John”) In Smartsheet, there is…
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IF() Statement troubles
In Excel I can use the following statement with no issue: =IF(A89="","",(WORKDAY(A89,-3,Holidays!$A$2:$A$9))) I tried the following in Smartsheet and receive the error: #BLOCKED. =IF([Launch Date]36 = "", "", (WORKDAY([To Production by 3 pm (Site merch deadline)]36, -1, $[Holidays 2016]$1:$[Holidays 2017]$13))) Any…
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adding a contact to a group - Team edition
I have created groups and when I add a member from my Smartsheet contacts, the new user is shown at the top of the list instead of in alphabetical order and the name of the user is not shown only the email address
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WARNING: Links in email points to earlier versions of attached files
Hi all, This may be old hat but I just discovered this scenario exists in Smartsheet. 1) You attach a file to a row and send the row with the file linked in the email to User A. 2) User A replies and makes you aware of an error in the file. 3) You correct the error and then upload a new version of the file. Smartsheet now…
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Card View: Date, Gantt & Swimlane updating
I have an 8 week dev project. Each Dev is prioritised to fit in a chosen week (week column/Lookup). Then a nested if formula populates the start date of that week (if week 1 then, if week 2 then....etc). This allows my card view to present a date and the week, which can dynamically update as I drag the card. BUT I would…
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Timer for smartsheet tasks, optimally with comments
Hi, I was wondering if there is a way to easily log time spent on a task and add, optimally, to add comments when finished. Here is what I envision: There is a little clock or stopwatch icon for every task row. I click the icon and a timer starts for that task, maybe turning green to indicate I have started that task. When…
