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Is there a way to have a form update existing information?
We are conducting an audit of our I-9s. In order to do so, we have pulled an active list of all of our employees (EEs). These EE names are already on the sheet. In order to effectively complete the audit, there are specific things we need to check for based on the expiration date of the I-9 document that we have on file.…
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Can I automate what lane a card in the dashboard is in based on filling out another linked sheet?
Can I update a dashboard to change status based on another linked sheet? E.g. once tasks 1, 2, and 3 are done I would like the card to automatically move to the next lane/status.
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Schedule Dates Minus 2 days Except Weekends
I'm trying to figure out a formula. I have a customer that requires a 2 day notice that my crew will be onsite to work. I have an automation set up to remind me to send the store an email 2 days prior. In my "Notify Store" column I have a formula for schedule date -2, but I don't know how to exclude weekends so that the…
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Can an automation reference a column from a cell value?
I'm trying to track which users are granted access to various systems. What I would like to do is to have one grid which lists all the System IDs (and various properties as columns) with one system per row, and a unique System ID for each system. Then I would like a grid that lists each user as a row, and the column…
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Timeline View - Not all options populating in grouping
I have a Contact Column for Project Manager that is limited to 1 entry. All project managers listed have licensed accounts with Smartsheet. When I go into timeline view not all Project Manager contacts that are populated in the grid view appear in the Timeline View category - the projects associated with those rows show as…
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Activity Log should reflect all changes made to a sheet (in detail)
As of today, the activity log doesn't represent all of the activities undertaken on the sheet. For example, if a row hierarchy or conditional formatting has changed, columns formatted/hidden/unhidden or removed, it won't show up on the activity log in detail. This is difficult when we are trying to investigate the root…
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Count(Distinct Formula Help
I am currently using =COUNT(DISTINCT(IF(AND({Updated Accrual File 1082024 Range 9} = "Project Canceled", {Updated Accrual File 1082024 Range 1} <> ""), {Updated Accrual File 1082024 Range 1}, ""))) I am trying to count CompanyID's that are distinct and remove any duplicates (due to groups of Client ID's that belong to one…
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How to count criteria in a multi-select column
I have a sheet that tracks the priority level of funding requests and I am trying to formulate a metric that 1) counts the number of requests under a particular priority level and 2) only counts the request if it is under a particular Division Group. The issue I am running into is that the priority levels are multi-select,…
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Calendar App integration with Outlook
We capture many fields in the Calendar App view in addition to the ones that aren't available in the calendar view of the sheet. It would be great to integrate the exact view (with all the additional fields) into Outlook.
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What happened to "Sheet Settings"
Where is Sheet Settings in the menus? According to the documentation, it should be found under the "File" menu.