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Finding Attachments
We are trying out Smartsheet for obtaining documents from clients. We give them a list of what we need, and they give us the documents. So we set up a Smartsheet with each document request on a row, and they're going to attach the appropriate files to the rows. For the most part, I think we'll love Smartsheet for this.…
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Need for Forms Automation Workflow
It would help so much if there was a workflow that could send out the link to a form on a custom (daily, weekly, etc.) basis. Right now I have to create a row that triggers the form to be sent weekly and just put the link to the form in the message and then hide all the columns so the row does not show up in the email.…
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Simple "IF" - #UNPARSABLE
Simplest IF statement: =IF(Type@row = "Software", [Weighted Forecast]) Type column has dropdown containing either "Software" or "Services" only. Weighted Forecast column is calculated from Forecast and Probability. I have much harder (and nested) statements in my sheet that work fine. Can figure out what it doesn't like…
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I am trying to figure out how to export to excel without the "Comments" worksheet for each.
When I export to excel one or more Smartsheets, the exported workbook contains a "Comments" worksheet for each Smartsheet. I prefer to not have these Comments worksheets within the workbook. Is there a way to export without them? Nancy
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How to pull and display the value of a cell from its children using string types
Hi, I'm using a Smartsheet to organize OKRs. I'd like a parent goal to display the worst status of all the projects underneath it (children rows). Meaning if a OKR has 5 projects under it, 3 of which are On Track, 1 At Risk, and 1 Off Track, the OKR should display the Off Track value from the 1 project, since that's worst…
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Selecting one row across multiple sheets for reporting
Is there a way to select/display just one row's information from multiple sheets into one report? Meaning if I am using the same template across 25 sheets and want just the one parent row from each of these sheets to show on the report, is there a way to do this? Each sheet has tasks associated with it and the parent row…
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Can you add text to the date row?
Is it possible to add text to dates? For example, in a calendar year, specific dates within that year may be referred to by a team as Week 1, Week 2 etc. if you are delivering a project that is 10 weeks long in duration. I just wondered whether there was an option to add this information for reference along the top of the…
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Resource Management info in a dashboard
Hello, I am creating a dashboard and I need to add a resource view to it, to show the resources assigned to a specific project. Is there any way to do this? Also in the resource view, is it possible to limit the projects considered to calculate the allocation? I have some backup sheets and Smartsheet is taking also the…
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Comment field on Requests and Confirmation emails
There is a comment field added at the bottom of the email that goes to someone as an alert. Is there a way for me to get that field to load into my Smart sheet line entry in a so that we can see the comment on the request line? This is not a comment field that I have entered on the sheet.
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Task dates
Hello, Is it possible for me to create new tasks that has a starting date tied to the end of one task, and a finish date tied to the end of another subsequent task? Thank you