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Help with setting up automation
Hi! So In the Advanced Formula Handbook, it looks like there's a formula that if implemented correctly, we can match it with an automation to notify someone that once a dependent task is completed, you can notify the assigner of the next task that it's ready to start. Has anyone had any success with doing this? "Your sheet…
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Dynamic Dashboards
Hello - I have a source data sheet with the below columns: leader category level access list Access list is used for row level security and ties directly to leader. From this sheet I have 3 aggregated reports: 1 for leader, 1 for category, and 1 for level. The reports are also filtered by access list has any of Current…
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Countifs Formula - Month & Year
I have used AI and still getting an #INVALID DATA TYPE" error when I try to create this formula. I am trying to count if the "Renewal Month" column is January and the "Renewal Year" column is 2025. Below is the formula I am using. If it makes a difference, these two columns are populated by a formula to get the month and…
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Looking for the most recent submission based off date
hello I am looking to build a formula that pulls the "Mid/ EOC Rating" from a reference sheet with the criteria that the ID's match, it is the most recent submission based on Evaluation Date, and that the Evaluation was an EOC not any other options So far I have gotten to the below formula but it is still reading as…
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Checking off a box in one form when another is filled out?
Hello! I am very, very new to Smartsheet so please forgive me if this isn't the right place to ask or a dumb question. I am attempting to make a sheet that records when someone has filled out a form on another sheet. The original sheet is a form for a customer service survey, and the one I want to make records when and if…
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Which formula should i use to tally up the total amount of t-shirt sizes?
Which formula should i use to tally up the total amount of t-shirt sizes? I've tried different variations of sumif and countif but i cant seem to figure it out. For example: My column name is Quantity/sizing with all of these different size quantities: XS - 4 (I want another column with a shirt sizes calculated Total:…
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INDEX & MATCH function showing "#INCORRECT ARGUMENT SET"
When trying to run this it shows "#INCORRECT ARGUMENT SET" error, not sure where i went wrong. =IFERROR(INDEX({East - Service Status}, MATCH([Ticket No]@row, {East - Service Range 1}, 0)), IFERROR(INDEX({South - Service Status}, MATCH([Ticket No]@row, {South - Service Range 1}, 0)), IFERROR(INDEX({Tamil Nadu - Status},…
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How to compare SIMILARITY not exact match in a string of text/description/summary
I am trying to create a formula that compares a New Intake Form's description/summary to completed and Archived Intake Work Form's to see if this is a project similar to what has already been worked on in the last 5 years. I am not looking for an exact match, but something similar enough to pull the Old "Intake Request ID"…
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Looking for a means of keeping an updated "automatic" inventory
Is there a formula I could use that would: 1.) When "Complete?" is checked on the right side… 2.) Subtract the "Units Requested" with respect to "Lot" from the left side and populate the "Remaining Inventory" The idea is to have a master inventory sheet that will show remaining inventories while having a secondary sheet…
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Individual Cell (Not Row or Column) Conditional Formatting
Greetings, I am new to Smartsheet and am looking to change conditional formatting on individual cells (NOT the whole row or column). As I track products being produced in our plant, I want to be able to have the individual cells for the Start Date column turn green once the date is 'in the past'. Here is an example of what…
