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Approval Process
Hi I have a form that takes details and then the sheet automation process fires this to a different manager and after each manager, it goes to the next approval level in the chain. All seems to work and I have even got a vlookup to another sheet to select the approval names based on the location selected. What I cannot…
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RFQ Sheet
So I have configured a sheet based on the information required to quote a particular equipment to vendors and in the sheet I have added a column for emails of the vendors, a workflow is created to request an update to the emails in the vendor column and when they open the request they can attach a quote and complete it so…
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Can an Individual user see all places they have been allocated to as a resource?
We have some users that have been allocated to resources, that the admins cannot see. Likely copy of sheets have been made, that has users allocated as resources in them. This prompted the question. Can an individual user See a list of sheets they have been allocated to as a resource? This should be a feature that is front…
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Using Forms to Update Status in another Sheet
I am using Smartsheet for an apartment complex renovation project that involves multiple trades/vendors. I need them to update completion status for key tasks but the sheet is too large and difficult to update from a mobile device using the Smartsheet app. Forms work well from a cell phone but I understand that form data…
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How do I get Checkbox unchecked without loosing it's formula?
I have built a Task Management Sheet (see image) When ticks "Done", I have trigger a workflow approval to another user. If "Declined" I want to set the "Done" field to UNCHECKED To achieve this I put this in the Done Field =IF([Creator Decision]7 = "Declined", 0, 1) The problem is that when the checkbox get "ticked" the…
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Gantt View Formatting
Hello everyone, I have a small problem with Gantt View on Smartsheet. Do you know if we can change the format for the gantt view part ? I still did not find any way to do it. Thank you, have a nice day Corentin
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SS as a database/info repository
I believe this functionality is available, but having trouble finding it. Are there any articles on SmartSheet being used as a database or repository for various documents? I understand how file management/attachments in relation to a project sheet, but what about broad file management? During a call I had with some SS…
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Conditionally Locking a Cell
Hi everyone, just wondering if there is a way to lock a particular cell based on values entered in other columns for the same row. For example, in Column 3 - if the user selects "A", then lock Column 4 from being entered, if the user selects "B", then allow edit in Column 4 - all in the same row. Thank you in advance for…
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How to store data in a cell on same spreadsheet to trend changes over time?
Looking for a way I can collect readings on the same asset once a week on the same spreadsheet. Is there a way that once I save the sheet, it will save the data I inputted so I can trend it historically? Meaning I fill out the same sheet once a week, but somehow it stores the values I put in each cell so I can track if…
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2 pet peeves - Printing and Filters for columns
Not really a question. More of constructive criticism/asking for better developed features. I use Smartsheet as a scheduling tool at our company, We use master project sheets and a series of project reports and company reports. We generally use Gantt Charts so mostly these comments pertain to that view. For the most part,…
