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Report Builder to return only current and unique items
I am creating a working report based on bi-weekly reports we receive to identify if any new items (Primary column) meet our criteria and would require to be assigned in the project. I'm using the Report Builder but having some difficulty understanding to get the builder to return only the most recent items, if multiples…
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# of days
I am trying to get a formula where I can get the number of days it takes for a case to be closed based on the review level. Ex. Assigned case on 7/1/2024, disposition date of the case was 7/13/2024 and it was a CRU 1 case. The end result should be 12 days and there should be a blank if it was something other than a CRU 1…
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past due date formula/automation
I am trying to setup an automation or formula that will check a box complete if an item has gone past the 30,60,90 day dates and the received date is not blank. I tried created an automation but it is not working 100% correctly as I want it to check the boxes if the received by date is past the date in the 30,60,90…
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Reminders and Notification format
Hello, I have an automation to send weekly notifications of the status of projects to the person assigned to the project. I noticed that the email received creates a message per row and not just one message with the summary table at the end. I have the same automation on other sheets and the format is correct. Is there…
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Automated update requests - Can I send individual rows (multiple emails) to the same email ?
Hello everyone ! Currently, when I send an automated update request, it sends one email compiling every rows that has the said email address. Example : Row 1 = something1 email = test@hotmail.com Row 2 = something2 email = test@hotmail.com Row 3 = something3 email = test@hotmail.com Row 4 = something4 email =…
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Multiple Links on Dashboard
Hello, I'd like to create a quick-links shortcut on dashboards in control center where our team could add links into either a project or separate project sheet that would then automatically populate into the dashboard widget. I would rather not have to copy all the links and manually insert them into the widget. Is it…
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Smartsheet thinks we are still on the free version... is there anything we can do?
Hello! Our company recently completed a 30 day free trial of Smartsheet and decided to purchase a few business tier licenses. In our account settings, it shows that we have the business tier with multiple licenses. However, every time I click on a sheet, I get a message that reads "Your sheet is read-only until you upgrade…
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Return all unique values by Location
I am hoping that this is possible: I would like to look at Sheet "BIA All Data" and return all "Process Names" that match the "Site Name". For Test Site, there are Process 1 & Process 2 in the BIA Process Name field. =INDEX(COLLECT({BIA Process Name}, {BIA Site Name}, [Site Name]@row), 1) I would prefer that I could insert…
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Formula to uncheck a box
Hi all, I have a project sheet that I need some help with a formula. The sheet has a checkbox called To-Do and a % Complete. All tasks start with the To-Do check box as unchecked. If the user needs the SME to act on that task, they check the To-Do box. I then have a report sent to each SME with their "To-Do" list. The SME…
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Automation messages
Hello Everyone, Is there a way to change the sender or reply line in automated notifications sent to people in emails? I am the owner of a lot of sheets, whenever someone sets an automation on those sheets, the replies come to my inbox. Is there a way to direct those replies to a different inbox? I am aware, we can add a…
