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Reports - activity due date "smoothing"
I have multiple projects with multiple activities within each project (activities are identical but have different start dates). Example below. So if I have 100 projects and Stephan Voges is responsible for GL quotation, apply corrections etc. (as below) for each of the projects I would like to draw a report for him so he…
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Reporting to Referral Partners
Hi everybody! I'm hoping someone can help me with a solution to this particular feature I'm looking to integrate in my Smartsheets sales system. I have multiple sales reps in my company. Our Smartsheet system is used to help them keep track of leads they receive from various referral partners, transaction tracking once a…
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Adding name to automated workflow message
I created a workflow that notifies an individual when his/her license is about to expire. There is a notification that goes out at 30 days that also notifies the individual's manager. The workflow runs fine, however, there is no way for the manager to tell which one of his/her staff the message was intended for AND in some…
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Moving Data from one sheet to another
We have a 'Request for Quote' process where a customer will ask us to quote them on fabricating some weld work. We place this information in a sheet "RFQ" Sheet, with Unique Quote Number, Product Name, Start date, End Date, Company requesting quote name, Project Manager Name, Internal Project Manager Name, Outsource Needs,…
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How is percentage completed added?
I want to update a Gantt chart that has been neglected. Several tasks have been completed. How/where can I add data to show the work has bee completed?
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Conditional Formatting: Changing Cell Color Based on 3 Separate Date Ranges
Hello All, I'm trying to set up conditional formatting where colors change based on how many days they are away from an automatically generated reference date (Helper Column). Currently I have it set up so that in when the reference date is in 15 days, the "date certified" column will turn yellow, in 5 days it will turn…
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Automatically convert attachment to a proof
My team uses a form to collect information which includes attachments. We would like to convert an attachment to a proof and automatically send to stakeholders (using contact columns) for review. Wondering if anyone has been able to do this. Thank you in advance for your help. Cathy
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When a copy row automation is triggered, is there a way to only copy certain columns/cells?
When a copy row automation is triggered, is there a way to only copy certain columns/cells in that row? I saw in a post from 2020 that this was not possible yet. Is this possible now in 2023?
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True/False formula?
I'm trying to figure out a formula to note a "1" in the cell if the information in the cell next to it is a certain value, any other value needs to show a "0". Is this a "true/false" formula? I figured this out: =IF([Question 1]@row = "2. I should avoid using the electronic device during the initial connection; however,…
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Calculate days since a post opened that stops once a hire date is populated
=IF([Actual Start Date]@row <>””, NETDAYS([Req Open Date]@row, Today()), NETDAYS([Req Open Date]@row, [Actual Start Date]@row)) Hello! I'm trying to calculate # days posted using the formula above but its unparseable. Can someone help tailor and clarify what was wrong?
