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Formula to return multiple contacts based on multi drop down options
Okay, I'm trying to write a formula to automatically populate a contact based off the information selected in a multi drop down. I have a separate sheet that lists the appropriate contact for each item (Sheet Name: HR Contact for Reminders). In the sheet "Seasonal, CDL, & Missing Requirements", I want the "HR Contacts for…
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Assigning tasks to group contacts
I have created several contact groups in smartsheet for entire teams that need to work on certain tasks, only to realize that these groups are not automatically included in my contact directory within the sheet itself. Is there a way to assign a row to an entire contact group without adding each individual email to…
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adding email adress/people into contact group (issue)
Hello everyone. I often create contact group. I used to be able to put any email adress/people I wanted into these contact groups...until today. I created new group today, and for some reason, I sometimes get a message saying "you cannot add this user to this group". This message seems to happen only for specific people…
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How do I include Contact List Columns in Concatenation?
I need to create a primary key on a page that includes 3 text columns and 1 contact list. The formula errors when I try to include the contact list, but works fine without it. Is there a way to reference a contact column as text or get it to just read the name in the contact for that cell as text?
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Contact Lists and Formulas
Hello! I am new to spreadsheet formulas so apologies for missing what could potentially be very simple. I am trying to write a formula that will auto select the right contact if a certain number is inputted into another column hence auto-assigning a job. The formula works for inputing the right name, but only as text. Is…
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Extract a value if today is between start and end date
Hi all, I've been trying to wrap my head around this and I have trouble trying to self serve to find an answer (or it's just user error on my end haha) I have a schedule with 3 main columns - the name, the start date and the end date. What I was hoping to do was extract who is currently scheduled if today was equal greater…
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Creating a Very Basic CRM
Hi, I have the need to create a very basic tool for tracking the interactions between 12 internal employees and 80 external doctors who we work with. This seems like a mini-CRM (Customer Relations Management) tool, but is far more basic as it doesn't worry about sales and such, so many of the sales facing CRM's are way…
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Adding "Contact" Widget at my Dasboard
Hello, I'm a starter in Smartsheet and try to build a Dasboard for FM KPIs in a Building. I also want to add a widget that displays the building managers (with picture, role, and contactdata - max. 2 Persons). Enclosed you find two pics I found on other Dashboards. Witch widgets where used therefore? Or what do I have to…
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Row edit feature and sheets
Is there anyone that would be willing to work with me on the phone to work through this issue: I've created a sheet that has over 40 columns - it's my "master" sheet that feeds a bunch of reports that will be utilized by different areas. One of the areas prefers to work in the edit form to see the information vertically…
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Populate a column based on a Smartsheet User Profile data
Is there a way to access the fields in a Smartsheet User Profile. I have an Assigned To column which can contain a single Contact List type. Each single contact in Assigned To is also a Smartsheet User. I have a corresponding Assignee PH# column in the same row. Is it possible to populate the Assignee PH# by doing a…
