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Contracts, Purchase Orders, or Change Order Management
Is anyone using Smartsheet to handle contracts, purchase orders, or change orders? I'd love to see how you manage them with Smartsheet.
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Auto-Number/System field Created (Date) changes back to "Date" field
I have an Auto-Number/System field called "Date Submitted" as Created (Date). This is used on the manual form (which we are phasing out) and also to capture any new rows that come in from Salesforce sync. For some crazy reason it keeps changing column properties to Date. In which case two things break: Anything that syncs…
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user-approval matrix reference
I have a form for users to submit documents for approval and gets loaded into sheet A where the approval automation is set-up. The approver column in sheet A is linked to a user-approver matrix that is managed on another sheet B, such that when user submits form and sheet A is updated with a new row, sheet A will reference…
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Formulas & Filter Assistance for a To Do List
Hi, I have tried a few searches and haven't quite found what I need to perform the function within my smartsheet. Hoping some of the Formula wizards can help me out. I am using Smartsheet to manage my to do list. The filters are great but only make allowances for 1 or ALL conditions, I require 2. I am wanting to create a…
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Current User/Alert Someone Automation
Hi, I have an automation that any time a comment is made a contact listed gets an email using alert someone. The issue is the email links to the report but the report is so large it is difficult to then find the comment that was made. Is there a way to make the link or report more defined when they go to it? Or at least…
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Stacked Custom Emails
Hello, How should I set up my automations to get one email per record. Approvals are getting done generally pretty quick once a day and multiple records are being approved at once. The format is not presentable to the client. The automation stacks what should be individualized emails. I have the automation to "when…
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Formula to find todays production
Hello Smartsheet Experts! Im hoping someone can help out here... :) We are attempting to see if we can get a formula that will give us todays production based on the percent complete? i.e. the project is worth $100 and on day we complete 20% so the value would be $20. Day 2 we progressed to 50% so our value for the days…
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Countifs formula to count a value within a date range?
Our company has ongoing surveys and the raw data is organized by different dates (dates the survey was complete). We want to only count the cells for a particular date range in our calculations sheet to give us the survey results for that time frame. For example: I only want smartsheet to look at the surveys completed…
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Moving a group of rows to complete sheet
Hi! I am creating a month end checklist for our Accounts Payable dept. My idea is that all rows are visible even if checked off until the final Month End Close Complete is checked. After this, Row 1-55 would be moved to a completed sheet and a new month would start the exact same way. I cannot figure out how to move a…
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Customize Reply-to Notification with item in Row
Hello, Was wondering if there was a way to customize the email notifications - Reply To from a column thats populated in the SmartSheet.
