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Resource Management
If multiple resources are assigned to a Task, and the % Allocated is different for each resource, I assume that the only way that this can be correctly recorded in Smartsheet, is to duplicate the Task a number of times so that each Resource has his/her own line? What will then be the impact on Duration - if the Task has a…
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User Administration Invite vs. Shared
I am getting errors when attempting to invite a user to smartsheets. The error "xxxyyyzzz@xmail.com" is currently a licensed user in Smartsheet. To add them to your account, grant them a license" I do not want to grant them a license of ours if they are already licensed and we have very limited licenses. We did this with…
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Best design for long forms with logic?
Hi, The ability to use forms and the logic options are really amazing tools. I see how the use of forms can increase the productivity of my team and eliminate a lot of emails back and forth with our clients. One use case we have is that there is a form currently in an excel format that is lengthy and comprehensive. I've…
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2-steps Automation not working
Hello, I want to set up a form for several kind of requests. Once a request is created with the form, the idea of the automation I want to set up is to send an approval email to a first person, according to the type of request initially chosen in the form (this part is working fine), and once this first person approves, I…
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Time controlling
We planed a rough schedule for our project. Now we need to plan new, because of the changes in the project. Also we want overlay the old plan with a new one so we ca see consequences. So I could see it is possible to add new columns and chose datatype for them. Unfortunately new bars are not shown. Why is it so? What can I…
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I need help with a sumif and countif formula with multiple criteria, one criteria is falling between
Hello I am trying to pull 2 different cross sheet reference formulas. 1.) SUMIF({Auto QA Checklist Range 2}, CONTAINS([Agent Name]1, @cell), {Auto QA Checklist Range 6}) _ I need this result to account for an AND statement, that pulls info between 2 date fields. I am creating a "Filter Sheet" where I can pull info based on…
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auto filling drop down list
I'm seeking the ability to autiomatically fill the drop down list from another smartsheet. Is it possible?
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Disable sorting for users, but still allow data entry
We are having a problem where accidental sorting occurs on a sheet used by several users, and I am looking to only allow users to enter data into a cell, but protect the placement of columns and rows. In my research I can not see a way to do this, because it is my understanding that if a row is locked, no data can be…
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How can I show Overlapping Projects on a dashboard?
Hello All, I'm managing a portfolio of 100+ projects. I am grouping them under various categories. Some projects will fall under multiple categories. Is it possible to display them in a SmartSheet Dashboard? For example, please consider below examples: Project A is 100% under Category 1 Project B is 25% under Category 1…
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If this then that question for building my dashboard.
Hi Team, I would like some help with my latest issue. I want to create a formula that pulls the name of a project if the column called "feedback received" is marked "yes". Can anyone please help me? Thanks a lot, Alice