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Trigger notifications based on dates previously input
Hi all, Trying to build 2 spreadsheets that need to communicate with each other at this level: One of them (first) will have the raw material code, name, supplier, last date of testing, risk rating, test required, etc. The other (second) spreadsheet will be a record of materials booked in. Will it be possible that, by…
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recurring update requests
I setup a recurring update request workflow to send an update request out every other week on Monday Mornings at 10 am. It worked fine the first time around but it doesn't seem to work consistently. I assumed that every time it runs it goes through the sheet and finds all lines that match the criteria. Is that not what it…
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Date and/or time stamp solution
We use Smartsheet in many wonderful ways but, in my opinion, the lack of a method to easily lock a cell with a date and/or time stamp is an open door for a competitors raid. A few years ago, I left Smartsheet because images could not be exported with line item details and there was no "key" to associate with a file export.…
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Control Access to a report based on status in separate sheet
Hi everyone, I'm creating a training portal with a series of tasks for users to go through. I'd like to grant access to a specific report based on a user successfully completing two initial tasks. The first tasks are as follows: 1) Open a report to [a] check a box and [b] change a Harvey ball. 2) Fill out a form. Task 1…
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Alert when there is no attachment
Is there a way to send an alert when a record has no attachment? I have a sheet with checkboxes indicating documents have been attached. I want to get an alert if someone checks the box, but forgets to add the attachment. Anyone have any thoughts on how I could do this?
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Automated emails
I would like the ability to send an automated email to a sheet assignee at a certain time with attachments linked on that line in the smartsheet. preferrably I would like to be able to create a user group instead of a single assignee so that the email can be sent to multiple people but at this time it cannot be automated…
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RGY Status - Overall Roll up
Hello helpful Smartsheet-ers! I have several rows that are utilizing the RGY buttons for health. I am trying to roll these up to a general status based on the choices in the individual rows. Can anyone help with a single formula that would capture: Green if all elements (rows) are green Yellow if one or more elements are…
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Summing VLOOKUP results
Hey community, I'm creating a way to judge submissions, where each judge has their own smartsheet (so they can see/edit their own markings but not be influenced by others). I need to be able to know (1) how many times a submission was judged, and (2) what the total score is on one single sheet. * Currently I've drafted the…
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Dashboard Viewing - Send as PDF
There are options to send sheets and reports on a recurring basis, but there is currently NO way to send a Dashboard as an email attachment on a recurring basis. The dashboard link is difficult to view on an ipad or mobile device. We would love to see the option to send a dashboard as a pdf or png attachment to an email on…
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V-axis showing 0 and 1 instead of %
In my chart, I am displaying %, and the chart is showing that in Series -> Data Labels, but the vertical axis is showing only "0" and "1". I would like the vertical axis to show the values given, those between 0 and 1, as a %. Your help is appreciated. Thank you.