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Connect email notification with smartsheet for specific users
Hello, i was looking to create a new project using smartsheet to receive alerts from specific email addresses and to log the activities into smartsheet, those notifications will be received by specific users (their email addresses). how i can start implementing that and is it doable or not? Thanks!
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COUNTIFS - Overdue tasks
Hi, I am trying to count live tasks that are overdue but I am getting #INVALID DATA TYPE This is the formula I am using =COUNTIFS(Status:Status, <>"Complete", [End to End Due Date]:[End to End Due Date], <=TODAY()) Any ideas? Thanks Karen
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Workload over Calendar Duration
I am very new to Smartsheets and am in process of educating myself on the product to help develop some staffing workload tools on a project basis over time. The goal is to help us analyze how employees are allocated on a project over a calender timeline. For example, we use project milestone deadlines to break up a project…
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Automatocally changing due dates and status on recurring tasks (Monthly, weekly, etc)
How do I make a row update the due date for a monthly, weekly, and/or quarterly recurring task? I would like it to automatically change the due date to one month, one week, or three months in the future and change the status back to Not Started once a recurring task is marked Complete. I need to be able to do this at the…
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IF statement with child/parent logic
The Problem: I need to have autonumber as a Unique Identifier for each row. When that row changes due to changing business requirements, I want to create a child row but it should not have a different Unique ID from the parent. It could either have the same Unique ID or no Unique ID, but if I have autonumber turned on then…
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Surveying Project - How to setup the structure of Smartsheets
I need to send out Architectural Survey team out to the field to survey the existing conditions of a restaurant. Information gathered is Electrical Information (Panel Size, # of Breakers), Equipment (Make Model and serial#), Condition of Walls,etc. I'd like to send them with a Ipad with a Smartsheet form, but I'm…
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Web Forms. How to have a default attachment (file upload)?
I use Web Forms to add new rows to a Service and Repair Register. Easy! I also wish to upload a default Job Card (Word file) with each new record, efficiently and with little chance of error. Not so easy! Is it possible to add a default file to a Web Form? My users could then select the correct Web Form, and the required…
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RGYB Automation
I'm having issues with the following formula and I'm not sure why. Task Formula below: =IF(ISBLANK([Start Date]@row), "Blue", IF([Start Date]@row >= TODAY(), "Blue", IF(AND([At Risk]@row = 1, [End Date]@row <= TODAY()), "Red", IF(AND([End Date]@row <= TODAY(3), [% Complete]@row < 0.75), "Yellow", IF(AND([Start Date]@row <=…
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Conditional formatting based on time from today
I want to create conditional formatting rules on a Date column and cannot figure out how to enter Today in the criteria Example: Select column = EOL Date is < TODAY = Red is between TODAY() and TODAY() + 180 = Yellow is > TODAY() + 181 = Green I can do it in Excel just fine but when i enter TODAY() in the criteria it says…
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If Statement Comparing Date of Text Entry Between Columns
We work from a running tracker were there are a series of dates (entered as text, not an actual date) are entered into different columns to signify when certain steps have been completed. I am trying to find a way to automate a flag or alert or something to designate how many days go between each step so we can easily see…