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Employee shift categorization on resource management
How do i update a resources profile to indicate they are on a day shift or night shift so that they are grouped together (nights versus days) when viewed on the resource management calendar? I currently have employees numbered so they are listed in the order of days versus nights, but i currently have 2 employees swapping…
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Formula to Calculate Percentage Change from Baseline
Hi, We capture scores between 1-5 each month. I'm looking to create a formula to calculate the percentage change from the baseline based on the most recent month's entry in that row. For example, baseline (starting) score was 3 in June (captured in the column "June"). Let's say it's now August and the score is 4 (captured…
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Certification Tracking
I am looking for a way to track all of our employees certification across the company. I would like to use a form with multiple selections but the form is turning out to be too large. I don't want the employees to have to make an entry for each certification either. Things we are trying to track CERTIFICATION NAME, CERT #,…
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Changing Primary Email Address
Once you have changed the new email address to the primary email address, is there any downside to deleting the old email address? I could not find detail regarding this in the help files.
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Connecting Smartsheet to Tableau (Mac User)
Hi everyone, I am currently trying to connect Smartsheets to Tableau to create live dashboards using sheets from Smartsheet that I can share across my organization. I have explored the WDC method to set up this connection but with WDC 2.0 being deprecated in 2025 and with WDC 3.0 not being supported on Tableau public, I am…
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Form issue - link works for some but not others
My office is doing a survey that collects responses from college students. The form settings do not require smartsheet login and no CAPTCHA. The link worked in our tests (both for people with smartsheet accounts and those without) Now that it's being distributed widely, we have found the link works for some but for others…
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Countif a name from a list of multiple names
Greetings- I need formula help to count a name EMMA that is selected from a drop-down that has other names selected as well. Basically I need to county if Emma's name is listed in the Education Naturalist column that has other names included in the same cell. If I use =COUNTIF({Program Survey Range 1}, "Emma") it will only…
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Assignee reporting for all tasks during specific date ranges
I have been trying to create a report that shows all the tasks my team have on each week. I found some guidance in a community post about setting filters based on the start and end date. However I have found this doesn’t provide quite what I need so I was wondering if someone might be able to help me. Basically, I want to…
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how to set up info sheet to feed into Resource Management
I have entered this data and am using it as a way to track allocations across different projects. The different projects are indicated by the different WRT #s in column 1. I need to then summarize the last 2 columns by WRT #, which I've done here in a report. I am wanting to add some type of flag or conditional formatting…
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Registered Charity in UK
We've been using Smartsheet for 2 years as a registered charity and I notice that a discount is available. How do we access this as an existing user?
