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Automation
Hi, is anyone else having issues with automation today?
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Deactivate User but retain data
When an employee leaves the company, we want to deactivate a User, but retain their data on our sheets (for history reference). If we choose "Remove User Sharing Access", will this simply remove their ability to log into our Smartsheet account? The Status remains "Active" for this employee. Is there a way to change it to…
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SUMIF with a Date Range
I am trying to calculate a total number of accounts that are based upon a few different criteria specifically within a date range. So for example, I need to calculate the total revenue for a list of clients that had canceled within the year 2018. I have a formula that I used to calculate this total for clients after…
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Criteria need for a "is one of" filter
When making a filter using the condition "is one of", how do you separate the options in the criteria? I have tried commas, semicolons, quotation marks and parentheses. None are working.
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In Form, "Clone" does not appear like in eAcademy video
In the eAcademy video on Forms, in Lesson 4, at -2:12 in the video, Crystal Morey explains that, after clicking "Forms" in the tool bar, and then clicking the "More..." link, that you can then click "Clone." In actuality, "Clone" does not appear. Is there something that wasn't explained that I am not doing, or is Crystal…
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Working with the Automations
Our organization is fairly new to smartsheets. We are using forms to collect data, but the hiccup that I have ran into is that I can't seem to automate a process that could flag duplicate entries, so that the individual who fills out the form, will receive an email to update their entry. Not sure if this is something that…
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Resource Pool Management
I am in the process of setting up a Resource Pool of named resources to support a number of Projects. I need to indicate, for each individual resource, their availability to work on projects (e.g. Leave Periods, Working Days in a week (for part-time staff). I don't believe I can do this within Smartsheet as these details…
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Batch rename sheets in a copied workspace
I'm hoping someone might be able to assist. I copied a workspace for an event we are hosting. As you can imagine there are a lot of sheets with the name of the event in the title. Is there a way to mass replace the sheet title where the name of event appears (LEB) to the name of the new event (LT)?
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Remove conditional formatting from parent row
Is there a way to remove the conditional format from the parent row? I want the parent row color to stay a specific color, regardless of the dates, etc. See sample, I want the blue to cover the full row.
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Automatically Change "Modified by" email item into a Name
Hello! My team is creating a form to collect, track, and act on paid-time-off requests and part of the system we're creating is making a form for folks to submit their requests through. We need to share parts of the content of this sheet with multiple different parties so plan to create some reports and dashboards to share…
