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Document Builder not mapping into form fields
Hi folks, Just before Christmas I started playing with the Document Builder to generate our supervisors' monthly reports and it was working a treat, but I've just come back and tried to generate a report and some fields are coming up empty, even when there is text in there. Has anyone experienced this issue and might know…
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pivot tables are not updating graphs
i have set pivot tables to refresh immediately but they are not auto refreshing when data is added manually to a sheet or via a form. Only way i get them to refresh is to manually go in to each pivot table and refresh
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How to reconcile the Data
Hello, We have Data in 2 spreadsheets and they need to have concatenated fields and by matching up those concatenated fields, the data should populate in another column, here Vlookup is being used, any tips are appreciated. Thank you
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Using attachments in proofing functionality
Dear all, It seems like, for people reviewing (and approving or declining) proofs, there is no option to use attachments in the feedback. They can type text, but can't add attachments. If people have edit rights on the sheet and they go to the sheet directly and then to the proofing panel, they can, then the 'paperclip'…
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Sorting in a sheet and in the team task board works different?
Hi all, I am working in a sheet with a projectplan and I am working in a Team Task Board, as far as I understand this is also 'just a sheet'. When I sort on owner, due date etc in the projectplan, the parent/children relationship is ignored and that messes up the whole project plan (there is no solution for this right? I…
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Formulas with checkbox columns
I am trying to count the number of instances within a parent group that a checkbox is checked. I'd liek to count the number of checkboxes per parent group on my sheet, I have many parent groups. Below is one, it has 7 children. Here is my setup... I should get 5. But I am 22, the total for the whole sheet, not just for the…
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Published Gantt does not display on mobile device dashboard
Hi, I created a Dashboard that pulls in a published (Read Only - Full) Gantt chart. When I view the dashboard on my iPad it does not display the Gantt, however. Instead of the Gantt it displays a link https://app.smartsheet.com/b/publish/.... (see picture). The dashboard displays fine on my laptop. Is there a mobile app…
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How do I show child AND PARENT rows in report?
I would like some help on how to show parent and child rows in a smartsheet report. See this loom recording for more context: https://www.loom.com/share/b55c7ed651994c2d8cfbbf1ed0d04665
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Handling Duplicates
Bula (Hello) what is the best way to handle duplicates in a smartsheet grid? conditional formatting seems to come to mind, however, what if we have a scheduled import of data, e.g. via DataUploader or MS Power Automate? we haven't found any methods or features there to handle Updates or Duplicates. looking for any other…
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Determining Workflow trigger criteria
Hi, I asked a question but from the reply I received I think I asked it the wrong way so I am trying again. I am new at automating in SmartSheet so forgive the simple question: I created a Workflow which is a reminder email that needs to go out to several people 3 days prior to a Finish date if not 100% completed. The…
