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Automatic Reminders
I am a little confused and unsure if I am configuring this feature correctly. I have a Smartsheet with a Contact, Status, and Entry Date columns. My goal is to have a reminder automatically sent, beginning on Entry Date, and then every three days thereafter, if the Status=In Progress to the Contact listed the column. Do I…
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2 questions: Reminders/Alerts & Dates in a contacts' calendar possible?
When we set reminders/alerts it goes out as an email. Is there another option for the reminder to appear a a pop up as in outlook? Also, if we have a contact column and a date column, is it possible for the dates assigned to certain contacts be imported in their outlook calendar? And then they could have a reminder that…
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Formula to match on two Fields
Hello I am trying to create a formula to match on CUSTOMER NAME and also if Region field is NOT BLANK, can have any text. Here is what I have but it is NOT working.. =COUNTIFS({Remitco FIle Range 1},"",{Remitco FIle Range 14},ISTEXT) Not sure what I am missing... new at smartsheet… :)
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Syncing/Keeping Files Current from Dropbox
Does anyone know if files will continuously sync from Dropbox? I've followed the directions to attach files to a workspace from Dropbox, but any changes I've made to those files IN Dropbox are not syncing to Smartsheet. The article about "Keeping Files Updated" doesn't specify. It IMPLIES syncing, but doesn't explicitly…
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Workflow to move rows with cross sheet references
I understand that if I create a workflow to move rows with cross sheet references into a new sheet, that the cells with my formulas will not maintain the reference. Is there a way to move those rows and have them retain the values only from that initial reference?
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Filter for rows that are due to day and in the past
I want to be able to filter a sheet to show the rows that are due to today and any that are overdue, i.e. in the past. i have a column called due date and another called status which is either started or complete. the filter i have on is 'status = started' and 'due date = today' . however i would want to filter on 'due…
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2nd approval request after rejection and update - not working PLEASE HELP
I have built an approval process that I am testing with my own email/myself only at this time. The process requires a from submission to be reviewed by a manager and they would approve or reject - if approved it is processed - if rejected the request should go back to the requestee to update it (using the suggestions in…
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Total Duration in hours in parent row does not reflect underlying Input data in children rows
Please assist I have set up my project plan with actual duration input in the children row. The parent row is calculating the total duration, I assume, based on the start and end dates. How can I set the parent row to calculate on the underlying input ...please see screenshot Thanks Lee
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CREATE FORMS
I'm doing Employee Survey form in Smartsheet when I need to create and type "Comments" field 6 times. It won't let me because "column name is already in use in this sheet". Is there a limitation in terms of adding Text Box / Comments box after each question so respondent may add their notes/comments.
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How to delete the Sent to in a Report
Hello, I setup a report to be sent as an attachment to 2 different groups, project has ended and need to stop this from going out but l am unable to delete one of the groups as the options are locked. Any ideas how to remove this?