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Can I give the RYGB Balls column "Status" a default colour when a new row is added to the sheet?
I think my question speaks for itself. The RYGB balls type has 4 coloured balls. Which I'm using as follows. Blue = "New task" Green = "Active task" Red = "Finished task" Yellow = I'm not using this one. So what I want is for a new row in the sheet, is for this column to automatically turn "Blue" to indicate a new task. It…
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Merging inventory
I have an inventory I do each month and have a fairly simple question but not sure what is the best way to complete this task. I have 3 columns. ItemNumber, ItemName, and TotalQTY. The first sheet is what I actually have on hand in the warehouse the second sheet is what our system says we should have. So far very simple.…
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Automating Harvey Balls based on RAG status
Hi, Could somoen please help with the formula I need to use to automate completion of Harvey Balls based on RAG status of four phases? I am using RAG status balls (Green, Yellow, Red and Blue) to indicate status of each phase of the implementation. I have four implementation phases and basically want the Harvey Balls to Go…
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Conditional Formatting
I have a question that someone may be able to help me with. If I have a column called Finish Date. On line 5 - I enter a date that my customer wants project to be finished On line 4 - I have a automatic date that is from a predecesor based on finish date so that it populates automatically depending on the tasks completed…
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Looking for help with this
I am looking to build a sheet to compare rates from energy suppliers. there are a number of dependent factors which need to built in to the sheet which I dont know how to do. Can anyone help me please John
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Trying to build a report, is it possible?
I'm trying to build a report from our company sales pipeline. Our pipeline has 7 sales stages. I'd like a report showing the percentage of our sales teams success progressing prospects from stage 3 or 4 to stage 5 (closed). At this point, I'm not sure how I need to approcae this report and build it. Would appreciate some…
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Hiding columns based on yes/no condition
I am working on an implementation form, and would like certain columns to be hidden based on a selection in a previous column. For example: Column header: Is program a pilot? The options are yes and no. If the asnwer is yes, then the person must complete the following 6 columns. If the naswer is no, they need to be…
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Starting a task based off of a column selection
Sorry if this is covered elsewhere and if it is can someone send me a link? Basically we are setting a sheet and are hoping to auto add a child row based off a column selection. Ideally we could choose what if any to prefill in it but even just being able to get a child row to auto add would be a huge help.
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Approval process automation
I'd like to create a workflow which will collect data from a webform (can I edit the look & feel of the web form UI?) and have that data forwarded to several people for approval without the need to go to echosign. The webform is the easy part (thank you Smartsheet), but the rest of the approval confirmation on the sheet…
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Trying to validate date fields in some way.
Hi I have created a sheet so that our Admin team here can accurately record sales information and can then run reports to calculate commission figures. I can share this sheet if anyone would like to see it. I am using a lot of conditional formatting to avoid input errors so that the output reports are accurate and correct.…
