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Request for PTO Process
I am working on a PTO process for a large team. I have a request form, goes through an approval process, upon approval processing team member receives notification, calendar (using Calendar Addon) is available for viewing by managers. My question is I would like to include an automated way that team members can either…
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Employee Reviews - Pulling & Averaging Category Scores
Hi all, thanks in advance for your assistance! I am working on building a new employee review process for my company and am caught up on one of the final steps. Here's where I am at: I have created an employee review form that individual managers will complete Each employee will have 3-5 reviewers The form submissions will…
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How to automatically consolidate data from sheets in multiple workspaces into a single master sheet?
Hi Our structure is such that we create a new workspace for each project that we sign on. Within each workspace, lies a sheet with assignee name(s), department(s) and start/end dates for the project. We want to roll up the data from across all project workspaces into a single master resource tracking sheet, and keep adding…
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Help With If Count If to Identify Unique Values in a Column
I'm trying to make a helper column to identify if a new/unique project code has been entered in a column so that I know when a new project has been created. I've been trying to set up this formula and plan to then set up an automation to be notified when "New Project Code" has been entered into a cell. It seems to be ok on…
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Allow Drag-and-Drop Reordering of Summary Sheet Formulas
Currently reordering formulas in the Summary Sheet requires repeatedly clicking the three-dot menu and selecting "Move Up" or "Move Down" for each formula. This process is tedious, especially when managing many formulas. A drag-and-drop interface would make reordering much faster and more intuitive.
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Enable Workflows to Reference Summary Sheet Fields
Smartsheet workflows cannot reference Summary Sheet fields as triggers or conditions. When attempting to use summary fields in a time-based workflow (e.g., via curly braces), the system returns an error stating that the fields do not exist on the sheet. This is because workflows only recognize column fields within the…
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How can show difference in answers on same questions in separate sheets?
I have many categories that each have several statements. Each employee will be sent their one sheet and either agrees or disagrees with each statement. Their manager will complete the exact same sheet about the employee. I want the manager to have a report that displays the category and statement where their employee and…
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Does the change in value within a formula not count as a change?
I'm trying to create an automation. In this automation, I want to copy rows when a value changes based on a formula (a count from another sheet), but the automation isn't triggering. What could be causing this issue?
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Invalid Operation Error on Dashboard but not on Report
Hello, I am using the Smartsheet Dashboard to communicate production status to colleagues. I have a widget on the dashboard meant to display the overall status of the manufacturing run by pulling the status of the last item on our task tracker (Condition37). The tracker is displaying the correct status, in this example…
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Create Formula at Grouping level
Hi, I have a source (and detailed) Smartsheet page with a lot of "detailed" transactions/rows. I created a report where I'd like to group the data and get some subtotals at the same time. If you check the picture (my new report), I'd like to group by "Task Name" , sum the "Hours", return the max of the "Estimated duration"…