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Using Filters in Dashboards
Hello Everyone, We have a dashboard to display a list of open requests using the Report widget. Our users would like us to provide a way so that they can filter and/or sort this data. Are there any workarounds that you all can recommend to have filters in dashboards? Thank you, Hande Makam
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Sorting not working properly
Trying to sort a sheet alphabetically by a single column. Most of the column sorts alphabetically, but some values do not. Examples: In one Smartsheet, I sort by customer name. All customers sort correctly except for three which start with N and go to the top ahead of customers starting with A. In another Smartheet, all…
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Customized form submission message and workspace messaging
I was curious if there was a way in Smartsheet to have an automated email response when the form is completed ? Also is there a way to set up in the workspace a simple click process or work /automation logic so that from the workspace you can just go in and have a message sent to specific individuals ? I have a smartsheet…
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Notification Trigger 44 Weeks After Date
Hello, I'm trying to set up an automatic notification for training reminders without using helper columns. I'd like to set up the trigger date as 335 days after a specific date (4 weeks before they need to renew). For example, if they renewed their training on September 28, 2020 then they would get a reminder notice on…
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How to I solve an #OVERFLOW and blank formula?
I have a problem with some formulas that I am using, they are: =MAX(COLLECT([Service End Date]:[Service End Date], [Account Number]:[Account Number], [Account Number]@row)) This one helps me find the most recent bill date for an specific account. =IF([Most Recent Bill Date]@row = [Service End Date]@row, true, false) This…
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Adobe PDF forms and Document Builder
I have created a multi-page fillable form. I did the mapping to add SmartSheet data into the first page. The rest will be filled in by the end user. The problem I an having is that some of the fields I set up as drop-downs in Adobe. When I opened up my new document after adding it to a row, the drop-downs didn't work.…
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One group of writers always assigned to same editor by automation?
I'm new to SmartSheet, however, I have basic knowledge of its working. I am trying to assign a number of writers to the same editor for approval of content (articles) by automation? Is this possible with SmartSheet? For example, I have 20 writers and 2 editors. I want to have a Group A where there are 10 writers and 1…
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Is there a way to automatically share editing access to underlying reports?
I have created a dashboard and would like anyone with access to be able to add information on rows in the underlying reports that are embedded. I'd prefer to be able to do this without adding each individual to the workspace. In WorkApps, I can share all reports, but I only want them to see the dashboard. Any/All ideas…
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*urgent request* - Days until Formula
Hello SmartSheet World, I am wondering if there is a good formula that can provide me the number of days until a date is reached? In the snip below, there will be a date added to the "CO Date ..." column and next to that column I want to create a formula that tells me how many days there are until that date arrives. Is…
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Controlling how a sheet is opened
Anyone have a way to open a sheet fully collapsed? My user wants her sheet collaborators to use a Portal to access the sheet AND wants that sheet to open in a fully collapsed state to make it easy to navigate to the specific quarter of the sheet ("Quarter One" being a parent row for e.g.) Dale