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Automatically fill a sheet from a pdf or word doc
I have a word form that one of our teams needs to fill out. They then send me a pdf of the form and I need to enter the data from the form into a Smartsheet log. Is there a way to automatically scan the pdf and enter the data? I can also do it from the word form if needed. Creating the form in Smartsheet directly is not an…
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Bring Data From Another Sheet (INDEX, MAX, COLLECT, MATCH)
Hello Community, I need to bring data from one sheet to another. I usually accomplish this using INDEX, MATCH combination. My challenge right now is the following: Sheet 1 has unique records. Sheet 2 references Sheet 1 on a unique identifier (taskid), but there might be multiple records in Sheet 2 for the same taskid. I…
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chart - create % of task per assigned to
Hi I have a task list sheet where I assign user to tasks. Those tasks are marked as In progress, Complete, Not started, etc... I want to create a widget on the dashboard that will display something like the screenshot attached. Being new to Smartsheet, can someone provide me step by step instructions on how to achieve this?
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Is it possible to use the "request an approval" automation without "send me a copy of responses"?
Hello, We are developing an outward-facing sheet that will be used by external clients. We need them to select Yes or No on a question provided. The issue we're having is related to the "send me a copy of my responses" option at the bottom of the approval. The external clients are able to select that, and then receive an…
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Cell shading not saving when I change it
everytime I update the cell shading to match the rest of the sheet or change to just be white, the change does not save, even if I save myself, it just goes back to the same way. from the picture I am trying to change the purple to grey and the white under the grey to grey
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Printing the gantt chart
Hello, Is there a way to print ONLY the gantt chart and not the columns? Thank you!
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Accessing Past Smartsheet Invoices
Despite diligently following SmartSheet's instructions on how to get support, including, but not limited to, messaging, emailing and calling Smartsheet, I have been unable to find a way to receive/download past SmartSheet invoices (ie an invoice for payment completed to SmartSheet). Our account was once with 10000ft and is…
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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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New "Workload Features" creating projects in Resource Management
I noticed today that I have a bunch of new random projects in Resource Management - whose owners are users who don't have RM access. My best guess is that the new "Workload Features" are creating projects in RM whenever a user clicks on it. Is that correct? Here's the issue.... I have enough trouble keeping RM clean and…
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Setting Up If Statement with 3 Parts
I have a status column where I want the 3 options to be "Not Started, Work in Progress, or Complete". The "Not Started" status would come from the Comments & Date Closed column being blank. The "Work in Progress" status would be based on there being comments added, but the Date Closed has not been filled in. The…