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Smartsheet Forms - Vlookup to auto-populate choice on form
Hi There- Wondering if this form functionality exists... When someone selects "SEM Vendor" from the dropdown, I would like the "Ship to Location" field to auto-fill by a v-look up on a different sheet.... But if the vendor does not want the default location I would like them to be able to overwrite it on the form. Thanks-…
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Cell Linking to Wrong Sheet When Provisioned
In our blueprint in Control Center, we have added a new sheet that has several cells linking in from another existing sheet. In other sheets/projects, the cell links update so it links to the new project sheet when the project is provisioned. However in the sheet we just added to the blueprint, the sheet is created just…
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Tracking Progress changes in a column leveraging workflow
Hi All, I wanted to get someone's feedback on what you would do with the following predicament. I have lots of activities (rows) associated to a columns, e.g. Program 1, 2, 3, and 4 which contains dropdown 'In-Process' and 'Pass' Statuses. What I need is when a user selects the a new status e.g. In-Process that Smartsheet…
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Nesting Child Rows Automatically from a Form Submission
I'm trying to see if Smartsheet is able to work as a tool to help me automate RFQ document creation as well as order request tracking. I was wondering if it is possible to automatically nest items below a parent row instead of adding columns to the right when taking data from a Form Submission. Breakdown of the problem:…
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How can I see who responded to my approval request, as in who hit the "Approve" or "Decline" button?
We use Smartsheet at my company to track customer approvals, however the way we have it setup, the approval request gets sent to a Customer Service Representative who then forwards it to the Customer. We want to make sure the Customer is the one who is approving or declining the request and not the Customer Service…
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How do I set up reoccurring Update Requests based on a date in a cell
I am new at being an admin for my company's Smartsheet. I have set up a number of automations, but I would like to set up an automation for a reoccurring Update Request to be sent out starting 60 days prior to a date in a cell. I have a Start Date column, which have different start dates. I set up a Date Formula column to…
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duplicates mark 1 with tick box
Hi Experts, I have a list in column with numbers that have different number of duplicates and i want to highlight only one (1st) cell that has duplicates. For example, these 3 numbers:"123", "234", "456" Let say "123"is repeated 5 times along the column, "234"- 4 times, "345"- 7 times. Is it possible to marke with a tick…
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Saving old templates under new name and workspace / Problems with the automation workflow.
Hi Everyone, I used an old production schedule and saved it as a new file in a new workspace. When I use the automation workflow to inform other shared used about changes, it keeps using the old name of the file. I erased the sheet and tried it again, but same problem occurred. Can anyone help to solve this problem please…
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Convert into column formula w/o syntax error
Hello, Could you help me please ? I try to convert following formula into column formula w/o syntax error , unfortunately without success. Do you know by heart how I can do it ? COUNTIF([Unique Key]$1:[Unique Key]@row, [Unique Key]@row) Ty, Br, Tibor
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Approval Workflow not sending notification
HI have an approval workflow that requires a notification to be sent to a user once the approval is done. The workflow has two conditions that split an approval process and subsequent actions, but both flows end with a notification step. The "Above R5000" = Yes" condition works perfectly but the "Above R5000 = No"…