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Moved a sheet and now the data won't show up in reports
I had a full project plan in one folder. Then, I saved as new in another folder and deleted the original. The original plan was showing up in reports just fine. But, the new version will not show up in any reports. I have ensured that the new folder is selected when I build the report. I've even created test reports that…
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Embed an update request form on a dashboard?
Hi, I am using smartsheet to administer small grants and organise the adjudicators. The dashboard is great because I can include the adjudicating instructions in one widget so it's easy to refer to whilst judging. What I was wondering is if there is some way of embedding the update request form into a dashboard. I can send…
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Formula to look across rows and columns in a table.
Hi there I need a formula that will look across rows and columns in a table. For example, I need the result for School District-B with 23 items. The result from the table below should populate with: $350 1-5 6-15 16-25 26-50 51-100 100-50000 School District-A $100 $200 $300 $400 $500 $600 School District-B $150 $250 $350…
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Approval: two users/same level
Hello, Is there a way I can send an approval form to two managers who both need to sign off on each staff member's annual leave? I can do it if I send to Manager A first and then Manager B once the first step has been completed, but wondered if there's a way to do them both at the same time that I'm not seeing...?
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Control Access to a report based on status in separate sheet
Hi everyone, I'm creating a training portal with a series of tasks for users to go through. I'd like to grant access to a specific report based on a user successfully completing two initial tasks. The first tasks are as follows: 1) Open a report to [a] check a box and [b] change a Harvey ball. 2) Fill out a form. Task 1…
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Changing linked cells to point at a new sheet en masse
Hi I have a task list that has dates linked in from a separate calendar sheet. We have 12 calendars (1 per month) but only the 1 task list. Is there a way to change all the links in the task list to a new calendar sheet rather than one by one relinking each one? Thanks
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Table of contents in a large sheet; use of forms
hi, I use one large sheet to manage many different legal tasks across my team (1,000 rows currently). The sheet is divided to many sub sections/categories, main tasks, sub tasks etc. Wanting to add a new main task to a category, the user needs to scroll down to find the right category which is time consuming. Two questions…
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Adding to Gantt template
Hello, I'm using a Gantt template and am having trouble customizing it to my needs. I added a row but it isn't included in the zummaiton of time for the parent. When I try to eddit the parent end date for the task it won't let me. How do I edit parent task end date formulas? Thanks
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Alert when there is no attachment
Is there a way to send an alert when a record has no attachment? I have a sheet with checkboxes indicating documents have been attached. I want to get an alert if someone checks the box, but forgets to add the attachment. Anyone have any thoughts on how I could do this?
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Calendar Function out by 1 day
Hi all Has anyone experienced the following. When using a form and clicking on a date field I am presented with a Calendar. If I chose a day from the 29th September forwards the day captured is set to one day earlier i.e. if I select September 30th, the day captured is 29/09
