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Help with a function to collect data from 2 different sheets based on year date
I need to extract information from 2 different sheets based on the name of the member organisation and the join year (i.e. DD/MM/YYYY). The 2 sheets have the same column titles, but one is for 2024 and another one for 2025. Where organisation joined earlier than 2025, then it needs to fetch the data from the 2024 sheet,…
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How to create automation to move a row to another sheet once CREATED DATE reached 5 days?
How do I set up the automation to move a row once the created date reaches 5 days?
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Nominate Peak Humans & get a badge!
Hi Smartsheet Community, We loved learning about what operating at your peak looks like for you, and now, we want to give you the opportunity to recognize and celebrate others, and earn cool badges as you do it 😉 The Operate at Peak Human campaign is a celebration of humanity. Recognize someone who does a great job in any…
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How Do You Capture and Automate Meeting Notes in Smartsheet?
What are your best practices for capturing project meeting notes directly in Smartsheet and automating how those notes and action items flow into RAID logs or other project artifacts? Today, our team takes notes in OneNote, emails them out, and then PMs manually update the RAID log and other sheets in our project suite.…
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Notes section on Sheets
It would be great to be able to have notes or a text box area on a sheet to put information that the team may need to see or know about it without having to attach the comment to a field on the sheet or making a dashboard. If a text field could be added where the calendars are or a new widget that would be great.
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Collect Data Based on Today's Date
Hi all. I'm trying to do something that I'm not sure if it's possible or not. We have a sheet that we are importing where the first column lists areas within our factory. Each column after that has a column name of a date. So 12/15/2025, 12/16/2025, 12/17/2025, etc. In each of the date columns is a target production…
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Auto-populate an email into a form to reduce error
Is it possible to auto-populate an email domain in a field where people are asked to enter their email address? For example, I would like users to only have to type their name, without needing to enter anything after the “@” symbol, to reduce the chance of personal email addresses being entered.
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Dashboard Report Issue - Report not showing data
Hi Everyone, Looking for some assistance on a dashboard report issue I am running into. I have a dashboard with 3 reports added as Web Content. All 3 reports use at 1 common sheet. All 3 reports are published as read only. Users are not shared the underlying sheets. All 3 reports have some form of filtering. 2 of the…
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How to create stack column graph bars
I'm trying to create a graph chart that captures monthly count of records by divisions (Northeast, West and Central) that should be stacked with a legend displaying each by different color like a presented in Excel. When I attempt to duplicate the process in Smartsheet I receive the following results. In Excel, I created…
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Prevent row change automations triggering when new rows are added
Currently any form with column formulas will trigger row change automations every time a new row is added. This results in both the new row automation AND row change automation sending every time a new row is added. Both the column formulas and different messages for new vs changed rows are necessary so just using row…