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Copying Alerts/Reminders
I use smartsheet to manage my new client implementations. Each new client gets a new smartsheet. The implementations are tough to manage beacuse of all of the different pieces of information and tasks that are needed from different folks, both internal and external, for for each implementation. Smartsheet has been great…
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Formula issues
Hello, I am experiencing the following issue: In a sheet I maintain my project data is, a single identifier for a completed activity is an entered date. If date is lacking in the respective column, other value options are either a blank cell, or a status "Overdue". What I am trying to achieve is count how many times in…
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Setting Alerts on multiple fields with dates to remind me to re-run the check in either 1 year, 3 ye
I have an HR onboarding master checklist that shows the dates certain forms were signed and the dates certain background checks were conduced. I need to set alerts to let me know when a check (which will have a date in the field) needs to be re-run. In some cases, the time frame is annually, but in other cases its every 3…
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Formulas Across/Within Sheets
Building an employee hiring database (sheet 2) off our hired applicants sheet (Sheet 1). After typing an email address in the first column of the sheet 2 , it should populate 4 or 5 subsequent columns across the same row in sheet 2. The column information and email address are both included in sheet 1. I have tried many…
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Chart in Smartsheet
Hi, I am trying to create a new chart in my sheet, but the chart type is not available when I select 4 datas. There is no problem when I select 3 datas, well I don't understand why I can't create my chart with one more data. Could you help me please
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Client Invoicing
Hi, I just signed up to the trial of Smartsheet today, so I'm very new to all of this. I'm wondering if we can use this for client invoicing. As a start, I have set up a sheet that lists employees, which includes a "Client" column to whom their time should be billed. For each employee, I have set up a separate time sheet…
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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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Creating Sub-Auto Numbers
Hello, We are currently using a web form for customers to submit a service request. After the form has been submitted a auto-numbering confirmation is generated and the customer is sent a notification with that confirmation number. When we process the request we often need to split the service request into multiple…
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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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Determining Resource Allocation for Resource View
Hello! I am trying to find a way to determine resource allocation in project plans so that they more accurately reflect the availability of my team in the resource view. We have individual project plans for each project, which all feed into the main status sheet. Each project plan is broken down into tasks with…