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COUNTIF with children
EDIT: I kind of solved my issue by using a helper column in which I typed "strenghts" or "risks" depending on which parent row the child row was under. Then I used the CONTAINS function: =COUNTIFS(Category:Category, CONTAINS("HR", @cell), helper:helper, "strengths") This gave me the correct count. But the helper column…
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"Unexpected Error"
Hi All, One of my colleagues has been experiencing an issue with approval workflows. When she goes to submit it she keeps getting "An unexpected error has occurred". I checked to make sure she is using Google Chrome and she is a fully licensed account. It happens to her so often that it holds up other workflows because she…
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using forms/making reminders
Hello, I'm trying to use a contact list sheet to send out a reminder to fill out a form. However, if the recipient doesn't fill out the form how do I make a reminder if there's no data in the sheet that received the form info? I'm trying to avoid manual work. This will also change every week. So the contact list could…
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Workflow or Conditional formatting for tasks
Hi, we are trying to organize a task list to show tasks that need to be completed if they answer yes or no to a parent row. Example screen shot attached...when row 2 is Yes we would like to show some tasks between 3-11 without a strikethrough, and if the answer is No then those items that were previously formatted with the…
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Construction - Proposal Form
I have a business plan and I am looking to utilize a proposal form for my construction business that is built, completed and stays in smart sheet. However I need form/document to be able to be e-mailed in PDF form. Does anyone have a template for this.
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Mass Edit in single dashboard
Hi, Is it possible to do a mass edit in the dashboard. I would like to delete a large group of individual objects, but so far, I can only do them one at a time. Is there a way to "ctrl shift" to select multiple objects for deletion? Thanks! John
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Too many System Admins?
I am the primary System Admin for my company's account. We have 16 licensed users and I recently noticed that we have 7 System Admins. I don't think that we need that many since 5 of them are in the same department. I can't find any articles telling me if this is an issue although we already had someone change the working…
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DocuSign Security Features
Hi, I'm working with the DocuSign integration in Smartsheets, but I don't see a step where I can add an access code to the receiver so that they can open the document. Is there a way to do it? I actually don't see many security features that we have within DocuSign and I'm wondering if there is a way to access it through…
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Sheet Access
Hello! I am trying to give sheet access to people outside of our organization. Some have no problem accessing it, but people within a specific company with that company email address cannot access it. It seems if they work in that specific company they cannot get access. Why would this happen? They are our biggest client…
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TimeStamp Formula Value
Hi, I would like to get a time/stamp value from a form entry onto to my master sheet , and have it reference the name of the person who made the entry. So for example, if I place an entry on the form, I need for my master sheet to match up my name and the time/stamp data and put it on my master sheet. Any suggestions,…
