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Copy e-mail update request to new sheet
Hello everyone, I got a question, we use smartsheet with our builder. To give a order for a new work we make a new line and send by smartsheet an e-mail to our builder an update request. For every year we make a new sheet. Something not every order can be finished in the year we give the order, so we copy the row to the…
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CUSTOMER ACCOUNT STATEMENTS & TRACKING
Hello folks, I would appreciate some assistance on the following. We run a 'Savings Club' for circa 50 customers. We use excel to track saving credits, purchase debits and running totals using a tab for each customer and a summary sheet to give an overview. See attached snip of a sample statement. I would like to use…
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Avoid multiple emails sent to same person on an automated workflow
Hi everyone, could I please ask for a sense check here? I have set up this Workflow. There are several different people in the 'Assigned To' column, and when any of their dates change, I would like Charlotte (their manager) to receive one single email to alert her to that. It's very possible that their dates could change…
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Limitations free trial users?
Dears, Our customer has a number of unlicensed users which work on Smartsheet. A new employee joined and created a new free trial user account. This user is not able to email comments out of a sheet: "You've exceeded the maximum of 5 recipients at a time for free trial users. Please reduce your list and try again." Any…
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Update Request Glitch
For the past 3 days, our update requests have been going out with glitches. When our staff presses the blue button to open up the form, instead of seeing the row information we sent out, they see pages of the text that we put in the message body of the email asking them to fill out the form. So if a request sends out 5…
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Automate RYG ball with criteria criteria pivoting around due date.
trying to figure out automation formula for the status balls based on the following... * Done check box ticked - BLUE * Open Tasks - GREEN * Caution - YELLOW (week before and week after the due date) * Overdue - RED (more than week after the Due date) It's the yellow I am struggling with. Do I need to create an additional…
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Urgently in need of an response from Smartsheet
I understand this is not a place to deal with indivisual cases, but as I cannot reach anyone in Smartsheet, I've decided to write here. Thought I've been trying to contact Smartsheet since mid-November either through "Contuct us" on the website or directly with a sales representative, I haven't received any response yet.…
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Conditional Formatting
I am trying to setup conditional formatting for a cell if it does NOT contain certain text. There is an option for contains, but not the other way around. Ideas for a solution or go around? Thanks!
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Counting criteria from a multiple drop-down column across multiple sheets
Hello, I'd like to show the number of tasks each person on my team is working on in a roll-up sheet. On all my project sheets, the 'Assigned To' column allows multiple names. When I attempt to aggregate the number of times a name appears in this column on all the referenced sheets, I get an incorrect number (no formula…
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Rounding down based on week ending date?
Hello, I am trying to recreate this formula from Excel into my Smartsheet: =ROUNDDOWN((DATEDIF([@[Leave Date]],[@[Week Ending]], "d") / 7), 0) It is supposed to subtract 7 days from the Week Ending date. How can I make this work in Smartsheet?
