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Sending forms to collaborators
Hi, I send forms to collect data from lots of collaborators and the system has worked very well. It appears that anyone without a Smartsheet account is now asked to watch a video and sign up for a free trial. Unfortunately, this is stopping people utilizing the form. Is there a way to turn off this promotion and make the…
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Certification Exam
I took the certification exam back in January as an "early adopter" for my team. Some of the other members are now getting around to taking it and asked me about the practical component (part II) where you have to send off a file for review. I didn't do one of those. Is this something new or did I miss it and not finish (I…
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select all fields when using the "Alert someone" workflow
Does anyone know a way to select all fields when using the "Alert someone" workflow? For "Send Rows" or "Update Request," there is an "All" that you can select to select all fields. In the "Alert someone" workflow, I want to select all fields and only deselect the fields I don't need.
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Multi Select Dropdown, Adding Values
I created a column with a multi-select dropdown. I would like to add values for each selection and then create a formula to add the values together. Example: Column Name: Findings Multi-Select Options: Subawards, Effort, Late Charges, Reporting If someone selected Effort, Late Charges and Reporting, I would like the next…
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How to parse the area code from a 10 digit telephone number?
How to parse the area code from a 10 digit telephone number and use the area code in grouping reporting? I was using "Contains" to filter the data but the data changed that eliminated the parenthesis uniqueness(area code) in the data.
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How to create a report with task finished in last 5 days
I am trying to create a report that tells me how many tasks have been completed in the last 5 days. Currently, I have a reporting field called child to make sure I only show children tasks and i also work off the status of blue. In the when I put finished is in the last 5 day(s). When I am looking at the report I don't…
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Contact Groups
Is there a way to tag contact groups in conversations? Same thing for tasks. We have some groups that are large that it would be easier to @ the group instead of 5+ individuals. This would also help when new group members are added.
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SUMIF not adding correctly
I'm trying to add Units Used of a particular Raw Material with a certain Inventory Id. I've used the formula: =SUMIF([Inventory ID]:[Inventory ID], [Inventory ID]@row, [Units Used]:[Units Used]) I am expecting a positive number, but the result it "0". If I copy the formula to all the rows in the Total Used column, all…
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Assigning different allocations to multiple parties for tasks in Smartsheet & Resource management
Hello Smartsheet Community, I am a relatively new user to Smartsheet and Resource management and i am wondering if there is a cleaner workaround to the issue i am facing described below: Issue: I am trying to link a sheet in Smartsheet, where i have multiple parties assigned to tasks, with the resource management tool. The…
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Copy column from one sheet to other sheet
I have a master sheet with the event name, date, location etc. that when a row is added to master sheet I just need the name and dates of event to be imported to new sheet (Event Shipping Manifest). Can that be done? Thank you for your help.