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Dashboard and Metrics
I'm trying to figure out the best way to pull only proposed or active projects from our All PMO project lists and creating a dashboard. Based on the only active or proposed projects ....I need to pull data that shows the project type, approval status, departments, etc...
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ISBLANK Formula
Hello,l Im using a simple formula to divide 2 cells, however the forula is showing its dividing by zero in every single cell so im attempting to use an ISBLANK formula so that the formula does not show. See the screenshot below. My forumula is originally.... =[Current Presale Total]8 / [Week in Presales]8 Then i tried...…
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Automated Emails for Workflows - too many
I have set up the workflows (LOVE THEM) But... we are getting too many emails. One for the approval. then you get an email stating what you just approved. This in a world of too many emails. How can we stop the extra email notification? I unchecked the box on the personal settings - but all that did was not give ANY email…
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Standard Milestone Names
I am creating a project template for my department to use for all projects. I have created drop menus to limit certain column entries to a controlled list of choices. I would like to do something similar to control how the user names a milestone. Is there a way to have a list of standard milestone names for the user to…
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Bug: Formula not accurate for Viewer Only
Didn't see an official bug report page, so I hope it's OK here. I've built a formula for a parent row to count orbs in children rows and display red > yellow > green, so if at least one red, the parent shows red, if at least one yellow, parent shows yellow. =IF(COUNTIF(CHILDREN(Progress@row), "Red") > 0, "Red",…
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Outlook add-in - message To: not included
When using Outlook add-in to link an Outlook message to a Smartsheet row - the Outlook "TO:" names are not included. Is this a known issue occurring for others?
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Employee Verification/Consent/Sign Off
Hello: I am looking for a streamlined solution that will allow us to obtain employee verification/sign-off acknowleding they've reviewed a document. Does SmartSheets have a template that will allow you to import your employee listing to allow them to sign-off and monitor responses? Would be great if reminders could be sent…
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Decline License Requests
Hello Everyone, It looks like Admins now have the ability to decline a license request instead of getting reminders and having the request stay open in Account Admin indefinitely. That's a great enhancement. Does anyone know whether the requester gets notification that they've been declined? I'm looking to clean up some…
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Formatting Cells with Color
Hey All, Question for ya! Hoping someone can solve this for me. I have created conditional formatting to turn a cell GREEN if a date in a cell falls ahead of a projected date, RED if a date in a cell falls after a projected date, and BLUE if a date lands exactly the same date as the projected date. Here is the formula i…
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create workflow for "task due in 3 days"
Hi all, I would like to create a workflow to send out reminders to assigned persons of tasks (cards) 3 days before the task is due. I set-up the attached workflow but at the moment it's sending reminders on the exact due date and not 3 days before. Would be happy to get your advise. Thanks so much! I'm using smart sheet…
