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Filtering by Cell Links
In our workflow, we rely on cell links to populate data from separate team sheets (SS Logs) into a master sheet. Currently, when filtering our linked "Last Contact Date" column for blanks, the filter includes: Cells that are blank and not linked Cells that are linked and the source cell is blank This makes it difficult to…
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Table View Matching
I'm doing a column match in table view. Here's the results I got: When Source Sheet primary column is a calculation = No Match 2. When Source Sheet primary column is manually typed = Match Nothing else is different, is this a limitation that you can't match on a calculated field? The column types are both Text/Number.
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Reference links break in formula
I want a formula that can reference updates on another sheet and add the info onto my sheet. The other sheet is a schedule that has job locations and PTO time for each individual on each day of the week. I want to know the dates that each individual on the sheet has an upcoming PTO, and for my sheet to update with 'PTO' on…
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Is it possible to send emails to form submitters?
I have a public facing form and was looking to provide an automated response to the form submitter, but the submitter is not part of our organization/part of contact list. I would like to use the e-mail address they provide to send an answer. Hopefully with the document attachment that is created automatically through…
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How can I set up recurring tasks in Smartsheet?
I need tasks that repeat (daily, weekly, monthly, yearly). Each should show a due date and a “Completed” checkbox. When I check it off, I’d like the task to log in an archive sheet with the completed date and then reset on the main sheet with a new due date and cleared checkbox. Has anyone found a simple way to do this?
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System to manage ideas into improvement initiatives
I'm trying to create a system to take improvement ideas logged in a sheet through a triage process for each business unit and then finally into improvement initiatives that will address multiple ideas. My idea is to have a sheet that sits behind, and the reports for each B/U for both the triage and initiative stages that…
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Lookup Value Issues
I am trying to populate a column from Sheet A into Sheet B and Sheet C. My Lookup column for Sheet A is formatted as such so there is a ' in front to account for ones that have a leading 0 and some do not. Each ID should be 6 digits long. I made a helper column looking at this Dealer ID column to try and get rid of that…
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Considerations when adding a second Project Plan to our template through Control Centre
Hi all, I've been requested to add a second version of our Project Plan to our Workspace that runs through Control Centre. I'm thinking of simply copy/pasting our current project plan into the same sheet, and use the indentations to mark the 2 versions of the plan. I know I'll have to go through and update predecessors,…
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Critical Path based on a release
I would like to see a critical path on a large project based on a release number. The critical path seems to be only available on a sheet basis. I can use a critical path filter that works great – but again works on a whole sheet. I was thinking about using a Release Number filter and then copying just those rows to a new…
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How to Display Clickable Links on a Dashboard That Update from a Metric Sheet
I need to add clickable links on a Smartsheet Dashboard that automatically update based on changes made in a Metric Sheet. I tried using a Metric widget, but the links appear only as plain text and are not clickable. Is there a way to have hyperlinks on the Dashboard that stay clickable and get updated whenever the Metric…