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Trying to get fancy with formulas - RYG with "AND" conditions
I'm trying to get a formula that will do the following: Give me a RYG result in a column, by looking at whether a project item has gotten close to the due date, compared to what the status is on that item. I want it to give a Red result if it is within a specific number of days of the due date and has less than 25%…
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User-submitted forms: Is there a way to have email address and name be automatically added to my Con
I have an "Update Request" Smartsheet, where employees can submit a request via a form. The 'name' and 'email' fields are both required, so I'm capturing those fields on every submission. BUT even though someone enters an email address and name, I still have to manually add that person to my Contacts. How can I set my form…
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CountIf Parent Hierarchy Column and Secondary Column
I apologize if this has been asked. I am trying to figure out a Countif formula combined 2 columns. Column 1 is a hierarchy level column in 5 levels (0=great-grandparent, 1=grandparent, 2=grandparent, 3=child, 4=child). Column 2 is a internal priority level with 4 levels (High, Medium, Low, N/A). I want to get count of all…
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View Cell History
How can I view the user who updated a cell? Even though somebody is signed in, the user name is always showing "Form User"? Thank you
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Card Format - Report
I have built a report combining all my individual sheets to keep of ongoing tasks in one place. I want to be able to view this in Card View, but that doesn't appear as an option in the Toolbar. Is there something I can do?
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Ruler - alignment tool
We are only 6 months into our Smartsheet journey and thus often tinkering and creating new reports, it would be really handy to have a ruler at the top in order to align fields/columns in reports. I have marked where a ruler could sit with highlighter yellow below. Does anyone else recognise the need or have an alternative…
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offrs here - new to the community and doing a review for Real Estate use
New to the community here. Interested to see how Real Estate agents are using smartsheet for their business. Looking forward to hearing about it. Thanks!
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Checkbox Formula
Hi there, I have created a document designed to check off whether or not we have received scores back from our partners using a column of check boxes. I need to input a formula that counts the boxes that have been checked off versus the total number of check boxes (ex. Scores Received: 4 out of 20) Can someone provide a…
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Best way to manage Projects, Ad Hoc Tasks, and Reoccurring tasks
Hi community. I'm new to SmartSheet - and we are getting our team of 6-8 set up to try and manage our larger Projects, Ad Hoc Tasks each one us handles, and some of the larger reoccurring tasks (like writing / sending monthly email newsletter). We probably have 5-15 large projects and 50+ smaller ad hoc tasks. Any…
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Weeks to go Formula
Apologies if this exists somewhere - I tried to look but couldn't find exactly what I needed. Using smartsheet to project manage for an event - I am wanting to have a 'Weeks to Go' Column that counts down how many weeks until the exact event date along each task item. Thanks!