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sheets overview with filter function
Dear Expert, I have 3 sheets filled out by external partners ( same columns set up). They add rows and change the cell status. Based on the 3 sheets, I would like to create one sheet with all the content on it for our headquarter overview. I tried a Report which works, but I don't have a filter function here, to create a…
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Shortcut : Select all data on a sheet
Hi, I wanted to share a shortcut how to select all data in a sheet (in order to delete or format all the data) Select top row in sheet, Press Shift, Ctrl and down arrow
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New Webinar Recording: Capture E-signatures with Document Builder
Missed the webinar? A recording is now available for you to learn about the redesigned document builder, now including a direct integration with DocuSign. We'll share how to quickly create custom documents with your row data, send them for e-signature, and track the signing status – all in Smartsheet. Visit the Best…
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Wrong date format on hyperlinks
Hello all, I have searched this topic but can't find anything. I'm using UK date formats in my companies sheets and our account is set-up in UK format, however when I link a date from the source sheet into the new sheet the date is displayed in US date format. Is this a glitch or are we doing something wrong? Tom
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Date selection
Hi, I have 2 dates columns. 1st is original date of delivery and 2nd is revised date of delivery. 1st column is always filled whereas we only fill 2nd column if their is a revised date. Revised can be before or after original date of delivery. How can I pick the revised date? I tried Max but it is picking latest date…
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Populate a Parent Cell based on the children cells beneath it
We are doing testing. The parent row is the name of the scenario we are testing. In the result cell I would like it to populate pass, or fail based on the steps (children rows) below. For example if step 6 fails, the tester changes the result to fail, I would like it to automatically change the parent cell to fail. And if…
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Auto delete unwanted rows
Hi All, is there a way to auto delete older records from a sheet without manual effort. I know we can use copy or move rows depending on dates but still it moved to other sheet. I need rows to permanently disappear if its outdated. Any suggestion much appreciated!!!
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Using having a Smartsheet tool a good practice for 'Data Dictionary'?
Hi Team I am pretty new to Smartsheet tool, and currently we are establishing our orgs Data Governance committee. With that, we will also be expanding on our existing (excel file) Data Dictionary. I am wondering, would using Smartsheet be a better way to track our data via Data Dictionary? Would this be a good use…
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Contact lists and Contact groups. Is there a way to import contacts from the contacts list?
Our business has a few hundred Employees split up into different areas and groups. As part of our various smartsheets project we have a form with a row that has a drop down menu for name, with everyone in the business listed. I want to add various groups of employees to a contact cell, sometimes the entire contact list of…
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Work-back date calculation in proj mgmt template?
I have a large-scale event we run 2x/year, and the scheduling works best as a work-back based on the event date (since there is no extending the delivery date). I want to set up a template so that the start and end dates are are set basically as calculation: [event date cell]-180 (so 180 days before the event date). My…