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Drop Down Lists
I am new to smart sheets and way behind my fellow community members level. I have a database spreadsheet for tracking new product development. Question: can you incorporate a drop down list into a smartsheet. Appreciate your advice and apologies for the simplicity of the question. Reagrds, Mark Quillinan
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Absolute record references
Is there a convenient way to assign a fixed reference to a record that remains the same even if new rows are added or deleted anywhere above the record? Something like linking cells from another sheet, only within the same sheet, may work, too. I often want to refer to another record, but if the record number changes as…
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How to merge the tasks from multiple sheets for a single user ?
Hi I am uding smartsheet to manage the opening of stores in several countries and I invite my internal staff with our franchisee's staff in a a sheet which is a Micro-Planing with 175 tasks to be executed for a neat store opening. Since we are working worldwide, we have several openings happening in the same timeframe. On…
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Linking for resource tracking
Hi, I'm using rows linking when one task is needed for different projects. The Allocation % field is linked as well in such situation. The problem is that Smartsheet treats linked allocations as two different tasks and adds allocations, instead of reading Allocation % only from the master sheet. Do you have a solution how…
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linking cell data across multiple sheets to capture changes made on master sheet
ex. Master Sheet - all changes, updates and final information Trailer Sheet - info from Master gets copied to trailer Avail Sheet - info from Master gets copied to avail Is there a way I can ensure that my data changes on the master sheet are rolling up on the alternate sheets that house the same data? Thank you Tanya
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smartsheet and Enfocus Switch integration
I'm a new user and with my basic understanding I can see the potentential of Smartsheet and Switch downstream. For example the data from a form could be picked up by Switch using email notifications. My question; has anyone managed the reverse? Smartsheet accepting data from Switch and merging it with an existing sheet.…
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AIA Forms
We use an AIA form process for the pay applications in our industry. I am wondering if anyone else has been able to implement an AIA form in a sheet?
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Next working day calculation
Context: I've a Smartsheet that, given an agile software release number in the form of Year.Week.SubVer that calculates the release date based upon the first Monday of the Year (SubVer = Day of week, 1=Monday, 2=Tuesday), so 2015.18.1 = 4/27/2015 (and 2015.18.2 = 4/28/2015 etc) What I'd like to do is be able to somehow…
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Process automation with cell linking ?
We have developed a master process sheet that starts when a client signs a design contract and is completed when the build project is completed. It is rather long at about 250 tasks! and take between 6-12 to complete. We serve approximately 20 clients at a time in various stages. We are operating each client out a copied…
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Creation of a Sales Order form with links to costing in another sheet
I routinely need to build quotes for clients, and there are a couple of issues: 1. Costs related to level of buy-in 2. There are parts families (not all parts are compatible) It would be great to be able to build a quote through drop down of part and price for the proper rate. Thanks, Ken
