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Contacts and Web forms
Hi Everyone, I am relatively new to smartsheets and there are two things I have been trying to work out adn for the life of me can not find the information to show how its done. The first is having a field aut populate based on picking a contact e.g Contact name = Gary Bee then the next cell should auto popolate with Gary…
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Best practices; optimum template design for pulling/pushing distilled info from a sheet
Typical project management templates are not designed to easily get a distilled summary of important points. I am wondering if these is a template out there that would allow for easily pushing out or pulling from a sheet the following. If this info is in form of a symbol (Harvey Ball symbols for example) instead of numbers…
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Web Forms
I currently have a web form that a user submits when they require time off. I am using a contact list for the name field. When a form is submitted I email the manager. Once she get it she either approves or not. If she approves I want an email to be automatically sent to the user. This is working but I'm afraid if the name…
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Settings for Checkbox Column
How do you change the setting for the checkbox column? I want the whole task to be crossed out if the checkbox is checked as done. I copied this from an old Smartsheet account and that setting didn't carry over. Thank you!
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Rolling up Conditional Formatting
Smartsheet Community, I have a normal project in which we have tasks that sometimes go past due. Currently I have conditional formatting set such that if the task is not 100%, and the due date is in the past, that whole task row turns red. My question is how do i get that past due task (red) to filter up and make the…
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Conditional Formatting Based on 2 Different Cells
I have done this in Excel but can’t seem to get it to work in SS. I need conditional formatting to represent the following: EAC Margin < BL Margin BL Margin ≤ EAC Margin ≥ (BL Margin + 5%) (BL Margin +5%) < EAC Margin Tried creating a separate column with a formula using IF. But can’t seem to get the formula to work. I am…
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Using AND and ISBLANK in nested IF statement
I am responsible for tracking my companies incoming inquires and quotes. Did we get back to everyone, quote them, did they accept or decline the quote?, etc. As part of that I sweated out the following formula, =IF(ISBLANK([Follow Up Date]98), IF((TODAY() - Created98) - 2 > 0, IF(OR([Quote Accepted]98, [Quote Rejected]98,…
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Time stamped entries
Hi All, Is there a way to create a column with time stamp entries like the comments section? I want to make a highly visible column of entries that show when the entries were made. Right now the comments column can not be renamed or even copied. Regards Tony
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Lead time Formula
Hello, I'm trying to figure out a formula or a way to make 2 cells work together and have the results in a third one. Here is the situation. this sheet is for procurement of items and their lead time to order. Example: in one cell we would put the date we would like the item to arrive onsite and in another cell we would…
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API to apply conditional formatting
I am not able to find how to apply condiional formatting via API. I have various sheets that I want to update all at once and apply different conditional formatting without having to do it via the interface manually.