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Shortcut button of sorts for a Project template
I have many projects in a Project Management workspace. The project sheets have a section to order materials for projects. I have a GRID Sheet in another section of Smartsheets that creates purchase order numbers and has a brief description of materials ordered. I would like a shortcut on each project sheet that would…
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New Alerts and Actions Functionality
Does anyone know how to change a notification to include MULTIPLE criteria before sending. As of right now, all I have seen is OR when adding a condition, not AND.
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How to Publish Calendar with Filters
Hello, I'm new to Smartsheets. I wanted to build a calendar that anyone (without smartsheets license) can view. However, when I publish the calendar, the View-Only version does not include any of my premade filters. Is there a way to publish the calendar where the viewers can use my pre-made filters? Thanks!
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Formula not auto-populating
I have several sheets that are identical. I actually created the additional sheets by using Save as New. In all sheets when I enter an open date, follow up dates are supposed to auto-populate based on a formula (example =[Open date]12 + 2). In some sheets it is working fine, in others sheets, it is not. What could be…
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Workspace Auto-sharing
We've ran into some issues recently, with new employees creating workspaces and not sharing them correctly (either not sharing them when they need to be or giving incorrect permissions). Is there an option to set up auto-sharing for workspaces at an account level? Thanks.
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Using the Updates Feature with Formulas
First of all, I want to say thank you for updating the "Manage Alerts and Actions" Section and the sheet level option for "Request an Update" I now have the option to set this on a master sheet and not have to recreate the alerts in every new sheet. I have figured out that we can add a column with the formula "Today" and…
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SUMIF with date range and dropdown list categories
Hi everyone, So I have columns Type (dropdown list, 3 values, Tools, Chemicals, Clothing), Date and Amount ($). I am trying to come up with a formula to sum amount of $ spent in a certain month in each Type of expense. So, for example, for much was spent in type Clothing between 06/01/18 and 06/30/18. Is there a way to do…
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Toolbar Inconsistencies
I have created a "Master Sheet" that I have to import each day and have linked up other tabs/sheet to that Master Sheet to filter out on the information my technicians need to see. On the Master Sheet I have the full options on the toolbar, but on the linked tabs/sheet there are hardly any options. For example, my…
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Community Link in Help Menu Gone?
Hi all, My memory may be failing, but didn't the Help icon used to have several entries including a direct link to the Community Forum? Today when I clicked the ? icon, there are only two links: Help & Learning and Show Help Tips. Not a big deal, but that's one more step to get to the wealth of knowledge that the forum…
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Task sheet check off box
When I try to check the done box in my task sheet it takes me to the edit page and I have to check it from there. This only happens when Im on my smart phone. From my computer I can check the box with out it going into my edit page. Is this supposed to happen? Can I change it?
