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Reports from Multiple Sheets with a common element
Is there a way to use a report to "combine" information from 2 sheets based on a common identifier (i.e. unique project number)? I have my main data table that has a lot of columns already. One group would like me to add additional fields that could add 100+ columns to the sheet. That would significantly reduce the number…
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Migration to a new employee
I was able to transfer all owned data from a former employee to a new licensed employee. However, all the notifications that are set up in automations on individual sheets still have the former employee. Is there a way to see a list of all notifications to former employee and mass change them to new employee without having…
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How to display "closest matching" rows based on an "input" row?
Hello all! I've been building out what is essentially a database to track information related to customer orders of a specific product. The product is essentially custom tailored firmware - specifically, automotive engine tuning files. Most of the information is provided by a customer through a form, some is manually input…
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Various errors when rolling out dashboard updates
Hello- we are trying to update all of our dashboards and are receiving the following errors: Chart widget 'Number of Tasks': Multiple Rows found with Primary column value '2022-12'. Chart widget 'Number of Tasks': Cannot remap selection range. Chart widget 'Number of Task Hours': Multiple rows found with Primary column…
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Automated Workflow Does Not Always Trigger
Hello All, We have a form to intake production support requests, and these requests are logged in by Business Area and saved into the source sheet. For a selected business area, I have two workflows to assign primary and secondary analysts. Then, I have separate workflow to send update requests to these assigned…
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Is there a solution or workaround for importing excel sheets every time content changes?
Hello, Currently our client submits an excel sheet with every project/request and we then create our own shared excel sheet by copying all the same content from the clients excel sheet and pasting it on to our own internal one. We add in a couple new/different columns and change the order around very slightly but all the…
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Sending Scheduled Reports
Hello, I have a project with many tasks, and created a report that pulls in any outstanding tasks based on who is assigned in the Assigned To field. I can download the report and send to them manually, but this project runs for the next 8 months and wanted to see about automating the report to send on a weekly basis. I did…
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Auto-Numbers and using them to seach in smartsheet and pull up rows
Hi All, Is there some nuance I'm missing with using auto-numbers to search in smartsheet? I have a sheet with an auto-numbers column, and a form that's inputting data. Currently using auto-numbers in search isn't pulling up any results even though the ref used for the search is there in the sheet. This is the reference…
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Free user limitations - inserting rows and columns, and customising columns
Hi there smartsheet community! New poster here :) I'm needing to know more about the limitations of free user accounts. Specifically I'm wondering if free users are able to insert rows, or customise/insert columns into sheets that are shared with them. I've looked everywhere, and although there's great general advice and a…
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Can I make my dashboard interactive with check boxes?
Hi - we currently use an intake form for new projects upon receipt of a purchase order. We do not always have the final information needed for engineering to start, so I need to create a way for the PM to add this information to the master data sheet (without creating a new row) and kick off a workflow to notify…
