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Producing automated reports with select info for weekly sendouts
Hi, I am trying to prepare reports that show certain information (eg, here are all the things that have happened in the last week/month/are coming up etc). If I do it as an automation in smartsheet, I cant seem to link certain columns without a linking the whole sheet (which contains sensitive information). In reports, the…
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We have products with expiration dates and we need a cell to count them in a range of days.
We have a column with expiration date that is put in manually by an employee with the rest of the data when received. Currently we have conditional formatting to highlight the products expiring within 30 days via the row turning yellow. We need a cell that will automatically count and display a value for all yellow…
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Correct IF Formula for updating "expiration status" dropdown based on dates
Hello Team. I am setting up a sheet that would help track and act on over 3K documents based on their end dates. The two column I would like to work together are "end dates" and "expiration status". The "expiration status" column is a dropdown with the following choices: "Current" "up to 1 year expiry" "6 mos. expiry" "90…
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Subtask dates populate from parent
Hi, Does any one know if there is a way to auto up date a subtasks dates when you move the tasks between parent tasks? The scenario is we have a course booking tracker and the PARENT task is the course instance and the SUBTASKS are the attendees. If we need to change the attends course slot we would like to drag to a…
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how to find out if an email exists?
Hi all, I have a list of people with emails in my smartsheet. Some of them left the company, how can I find out from smartsheet that their email not exist anymore and to mark them in the sheet? Thank you, Joachim
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Add to a date if another column meets criteria
I'm not the best at the complicated formulas and need some help. I have 3 columns in play here. Submission Type (single select), Submitted date (automation added), and Due date (Date Field). If the requestor selects "Standard" in the Submission Type field, then I want the due date to be 30 days after the submission date.…
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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…
