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Setting up Automated Workflows (Record Date, Generate PDF, Request Approval)
I am building an automated workflow to request approval of a contract. The Instructor who receives the contract will receive a PDF attachment of the contact generated by Smartsheet. A signature isn't required but they are asked to click "Accept" (or "Reject") to accept the terms of the employment outline in the contract…
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Harvey balls formula
I'm trying to denote row status using harvey balls of 4 colors - red, yellow, orange and grey. Red - Blocked or end date is past Yellow - Start date is past AND status is not In Progress Green - End date is in the future Gray - Not started This is my formula - =IF(Status@row = "Not Started", "Gray", IF(OR(Status@row =…
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If formula to provide forecast categories
I'm trying to create a formula that will give help identify when future tasks will begin based on the Start date. The formula must provide whether the task is more than 30 days as "Inventory", less than 30 days from starting as "Forecast", or within 5 days of starting as "Upcoming". Below is the formula I came up with but…
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Formula to Abbreviate Company Names
I have been trying to genrate a formula to shorten company names: 1- For multi word names, extract the first letter of each word, skipping over short words like "and", "the", etc. 2- For single word names, return the first 7 characters only. 3- No spaces in output Here is the closest I have gotten so far: =IF(CONTAINS(" ",…
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Help with Conditional Formatting for "Overall Health" Column
Hi everyone, I need help modifying my "Overall Health" column to account for more than two different colors in a row. Right now, my logic works as follows: If all values are green, the overall health is green. If there is at least one yellow and the rest are green, the overall health is yellow. If there is at least one…
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Automatically inserting e-signature
Hi, I am looking to create a form that staff members can physically sign upon submission. I know there is integration with docusign however it needs to be all included on the form and not them waiting for an email to sign a document. I don't think this is available in Smartsheet yet. Another option I have considered is to…
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Use IF Statement with Contact field
I have a workflow being sent to a user. Now this user may decide to delegate the task to someone else (by forwarding the workflow). Can I add an If statement to my workflow to see if the name in the Certified By is the same name as the TDL Project Manager? If they are the same, I want the workflow to be sent to ONLY the…
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Formula to populate column with value from another column
Hello, I have a helper column (Project Title) that is supposed to populate with the Project Name based on the below formula. The AI indicates that the formula is supposed to locate the cell in the column "Action Items" that contains the term "Project Name" and then populates the "Project Title" column with whatever is…
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Marking all tasks DONE by one click (several Levels of hierarchy)
We have project sheets with several levels of hierarchy items (parents, children, ancestors). I would like to have the option to mark all tasks DONE with one click to the highest hierarchy of a checkbox column. So far, I only found several solutions which would work on first level of indentation, but not lower levels. Is…
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Please help me troubleshoot this vlookup formula cross referencing another sheet
Hi, Please help me identify the error in this formula: =VLOOKUP(Barcode@row, {Main List!Barcode:Item Name}, 2, false) I'm trying to use the formula in a sheet called "Equipment Tracker" to pull in the Item Name column using the Barcode to reference the correct Item Name in another sheet called "Main List". In both sheets,…