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Is there a way to have data from one sheet auto update the start & finish date within a schedule?
I have built a schedule with proposed start/ finish dates (which are driving the Gantt) as well as a column for the actual start/ finish dates. I can link the actual columns to the data sheet where teammates are inputting their actuals, but those columns do not drive the Gantt chart to show if any lag has occurred. I am…
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how to make a query smartsheet and multiple smartsheets tables to query data for a future automation
First we need to import an Excel spreadsheet into Smartsheet. Along with the data, formatting, calculations and formulas, so that it works correctly. Could anyone help with ideas, help materials?
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Reports
Hello, In MS Access, you can do relationships between tables so you can see information from different tables when populating reports regardless of what the columns are as long as the relationships match, ex...I download 2 separate excel reports Excel 1 has a Name column and Beginner Excel Training Status column, and Excel…
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Notify Successor when Predecessor task has been completed
Our project plan includes parent tasks that are specific, however each child task has the same task description. I would like to set up automations to notify the ASSIGNED TO when the predecessor task = COMPLETE. I would also like to include the parent task in the notification. Here is the template we use to add new…
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Auto-populate Form Fields
I am trying to automate triggers, forms and fields and I am NOT a savvy Smartsheet user. Here is the scenario: A user submits Form #1 to apply to an online program. There will be over 3000 users applying. Forms updates Sheet #1. Employee verifies eligibility to participate in online program. Employee updates "Course…
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Can you capture elapsed time completing a Smartsheet form?
When you use the Forms Application in Excel the output does a date/time stamp. i.e. adding the Start and Completion Time columns along with the submitted data, thereby (in theory) capturing the elapsed time the user spent completing the form. Does Smartsheet have this capability ?
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Linking cells is taking too long
Hey guys, I have a source sheet and a destination sheet. On the destination sheet there are some calculations that are made, and being sent back to the source sheet based on index and collcet on a specific col. untill a few days the linking was created in a few seconds, and now it takes much longer, for about a few mintues…
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How to attach an equipment borrowing and return to one another
I have a form for equipment borrowing and I want the borrower to add in the return of the equipment to their specific row. Is there a workflow that I can utilize to accomplish this? I created a return form but am not sure how to attach the return to a specific row in the borrowing form. Apologies if this is confusing!…
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New Year Data
I have been using Smartsheet to track projects and our P&L for the past year. Much of the Data for this culminates from the MONTH of the transactions. Consequently, now that the New Year is upon us the data will be skewed as it will collect from the MONTH of 2022 and 2023. Is there any way to archive this "database" and…
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Import vs Copy and paste
Hello, I currently have a report that gets generated outside of smartsheets, we call this the BOAR report. I previously was copy/pasting the BOAR into a smartsheets grid but sometimes the BOAR is very large and cannot be copied. The reason I was not importing the BOAR is because I have multiple ss reports that are…
