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Scheduling an Update Reminder like an Alert
This is a test sheet (screenshot attached). I am trying to set up a method to where an Update Request is automatically emailed to the sales rep 3 days after the trigger date (Bid Date). This functionality is in the Alert Module, but in the Update Request you have to manually set a date each and every time; keep in mind I…
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Revenue per month Formula extending beyond 1 year
I have a sheet that I have created to forecast revenue per month based on forecasted schedules and dollars/project. Currently this just goes for 1 year, but with projects now starting late Q4 2017 and going into Q1 of 2018, I am needing to revise this formula to add a year definition. Would love if someone could take a…
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Setting conditions for RYG balls
I would like to have the RYG balls automatically adjust based on another status column. For instance, if my outside sales people set the status of a row from bidding to the following: Status "Lost" = RED Status "Postponed" or "Unknown" = YELLOW Status "Won" or "Obtained" or "Negotiating" = GREEN Status "Bidding" =Will…
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Update requests not updating
Hi, Please can somebody help me with what seems like an easy process of requesting an update, but is not working. I have done selected the rows and cells that I require updated and sent them to an external stakeholder as per the documentation and videos. The first attempt did not actually update the Smartsheet, I had to…
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Formula to count a number of dates, based on a date range.
Im trying to create a formula for a report based on howmany entrys have been created within specific date ranges. For example: how many entrys have been created 04/15/15 - 04/20/15 in column "date of entry" (auto number column). Please help! Best regards,
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Countif a value AND Completed Date not Blank
Struggling with the right equation. Completed Date Column has no end range (rows can continue to be added at anytime via a form). Size Column has many different sizes 32, 40, 50, 60, 72, 80, 100, 106 that can be in the column. In additional columns I have a column for each size. I want to count how many size 32 I have IF…
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FORMULA - Estimated vs Actual Time
FORMULA HELP NEEDED (See Screenshot) I need help creating a formula to show: IF "Actual Time" Column is 10% more than "Estimated Time" Column, then "ERP vs ACTUAL" Column shows "DOWN" Symbol IF Not, shows "UP" Symbol. Times are entered in minutes (00.00) Thanks in advance! This is what I currently have: =IF(AND([Actual…
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Web form phone contact filling by customer missing number can it set formatting?
Web form phone contact filling by customer missing number can it set formatting? Due to our client typing through the form by themselves some time we can't control what they type. At this stage, for my case I just wonder is there a way to set the format condition to make the fill in data from this example Phone…
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"Pretty" PDF export -- Google merge, something else?
Hi all, We’re hoping to be able to export a fairly complicated styled PDF from Smartsheets. Imagine a sheet of movie reviews, where Column A is movie title, B is review, C is reviewer and D is date. Each movie can have multiple rows depending on how many reviews it’s received. We’d like to get a PDF that would look a…
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Conditional Formatting For 11 Months From a Date
Hi Everyone, Thanks in advance for the help. Here is what I'm trying to accomplish. A service is sold on a specific date. We want a "timer" to start that will highlight the row yellow when it's 2 months from expiring. We want to highlight any row within the 10 month window from start date to be green & dates beyond 365…