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Automation
Hi everyone, I need to delete duplicate rows in a sheet. How can I create an automation to delete one of the "n" duplicate rows? How can I create an automation that deletes a row completely under specific conditions? Also, is it possible to highlight duplicate rows with conditional formatting? Thank you!
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Make a link reference in a sheet to data in a report?
Hello, I want to link data from a report (a grouped sum amount) into a sheet with a reference link and/or add it to a formula. How can I pull data from reports to use in sheet formulas and/or rows/columns? Thank you, Angela
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Rich Text formatting in cells
I would love to see rich text formatting be available in cells on a sheet. We have several reports where we rely on certain words in a cell to be a different color than the other words in a cell (quickly showing variable options or redlining changed content if only a word or two has been altered). Currently, we are only…
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Mail Merge directly from smartsheet to Outlook/Word
I would 💕 to be able to mail merge directly between Word and a smartsheet source to send targeted emails with sheet details.
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Can I automate sub task numbering
What I'm looking for is to assign ascending numbers to each sub task, starting from 1. Like how I have included in the photos. Update: I found the threat where people are talking about the WBS template. If you're reading this and you have not found it yet, here is the link…
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Collapse Hyperlinking Search Box
When you insert a hyperlink to a Smartsheet Item, and click <select sheet>, the menu defaults to all workspaces and folders expanded. Although you can use the search box at the top to filter the list down, it is still cumbersome if you are trying to link to a sheet with a common name like "Issue Log" or "Project Plan". I…
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Understanding Smartsheet User Profile Discrepancies: Name vs. Email Address in Workspaces and Sheets
Hi all! I've got an issue with Name and Email Address of a Smartsheet User not "linking" (for want of a better word). Please bear with me as I try to explain the problem! :) A Smartsheet user needs to be shared to a workspace. When I searched their name in order to share it with them, it shows me their name as they've…
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Contacts within a Business License
Can anyone explain how contacts work on a shared/collaborative sheet within a Business license? For example, is the contact creator the only one who can make an update or delete the contact within that shared sheet? I'm trying to understand how this all works. Thanks, Karen
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Recurring Alerts/Update Requests for an entire sheet.
Hi, I have noticed that the criteria for sending update requests to an individual in a 'contacts' column can be set for a specific date, but I am looking for the ability to send a routine monthly reminders/updates to these individuals on a recurring basis. It appears the functionality for routine updates exist at a Row…
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Requesting help reporting top three vendors for three locations based on a common review database
Our team is trying to build a tool to intake vendor reviews based on five averaged criteria to inform vendor selection on future projects. I've built the form, a review collection database, a review metrics helper sheet, a vendor masterlist and a preliminary report. I'd like to be able to consistently report the top three…