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Timeline Variance indicators
Hi, I am new to using Smartsheet and was wanted to confirm a few things timelines related: Can Smartsheet create predecessor and successor dependencies (FF, FS, SS, SF) similar to MS Project? Does Smartsheet allow for WBS elements to be created through indent / outdent similar to MS Project? Can Smartsheet allow linking to…
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Column Formula Changes - Change Cell Value
Hi Community, I have a column that contains a column-formula it has 3 options/ratings: "1-Great", "2-Not Good", "3-Bad", I set up an Automation that if it changes to 2 or 3 it should check a box in another checkbox column, but this is not working. I have another Automation that if it changes to a 2 or 3 it alerts soneone,…
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Is there a way to Cc myself on all automated alerts that are sent to contacts in a specific column?
For documentation purposes, I need to Cc myself on all automated alerts that are sent to a vendor to notify the vendor that a warranty claim has been assigned to them. I set up a workflow that sends an alert to each contact that is included in the "Vendor(s)" column, but I have no way of documenting the fact that the…
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Function statement giving me date 4 month before due date.
Hi, I have a column of due dates, I need a column listing a day four months before the due date. This will be my project start date. I was looking at =IF(MONTH>4,[Due Date]@row, Any help would be appreciated. To add on to this. I plan to set up an automation to copy rows to another sheet on the week (or day) they are due…
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Using CountIfs with several criteria including names, status, and date range
I've created a sheet to build metrics from a very large source sheet. I'm trying to count based on the following: the column {Module 3 - Section Owner} matches a cell in this metric sheet in the "Primary Column" a Date in the {End Date} that is between Today() and the next 7 days. I created three cells that determine what…
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Unlock multiple rows automation after approval
I'm trying to automate the unlocking of multiple rows, triggered by an approval request being approved. Reason being: want to force users to submit a proposal before moving on to the next project steps. Here's my automation setup: Here is my sheet, where I just did a test approval request. The above alert sent to me as…
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Requesting update to specific people and only linking their projects
I'm keeping a portfolio of my teams projects (150+). Once a week, I'd like to send out a request update for each person to update their assigned projects. I can't figure out how to send out the request update only to those linked to their projects. As an example, I added a condition that if Project Led by was "my name"…
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Lock all rows in a sheet
Morning, I need to be able to stop anyone other than the admins of the sheet from adding rows but I also need to give users "commenter" status because I want them to be able to use the comments. How can I make sure the only ones allowed to add rows are admins? Thanks
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Invalid automation
Some of my long-used automations are becoming invalid, stating the end user who is to be notified of something that has occurred as "unsubscribed" but that isn't the case. No email addresses have changed and no one has made any changes. Any idea why? I've tried to rebuild the automation and get the same errors.
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#CIRCULAR REFERENCE with =SUMIF Formula
For each month, I am trying to sum up data depending on the type of project it is. For example, "If the 'Project Type' is 'Strategic', this is the total hours for the month of February," "If the 'Project Type' is 'Operational', this is the total house for the month of February." These the formulas I tried using:…
