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Logic for Required Fields on Forms
I have a form that I am working on where I would like this logic: If box is checked, then field is required I spoke with support and they informed me that this is not a currently available feature. What I'm trying to do on my form is have it so if the user checks a box that they want someone to reach out to them, then they…
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Equipment inventory log
I am trying to create a workspace with multiple spreadsheets that will transfer rows back and forth from one to the other automatically. I have a sheet for inventory, one when the equipment is assigned to someone, and another to archive any movement. I have a form that they fill out when assigning the equipment out which…
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Merged: Persistent custom colors
This discussion has been merged.
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Field Service Management in Smartsheet
Has anyone built a Field Service Management solution in Smartsheet? I need to maintain a database of; store locations technicians, their backup tech and their backup of the backup tech dynamic schedule of availability of said technicians I envision some form of a 'lookup' worksheet where appropriate and relevant data from…
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Conditional Formatting
I am trying to add conditional formatting to a Date column so that it goes red if the date is -90 days ago or older from today but the conditional formatting (below) is only formatting -90 days from today as red. Today date 24/10/2024 minus 90 days is 26/07/2024. I need every date before 26/07/2024 to go red and every date…
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Conditional Formatting Comparing Dates
I want to have conditional formatting comparing 2 dates: Where [Actual] > [Due Date], column will be red Where [Actual] < = [Due Date], column will be green Where [Due Date] has a value but [Actual] is blank, I would like to assume today's date for Actual. Where [Due Date] is blank, but [Actual] is not, I'd like it to be…
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Collapse When Completed
When the completion marker (ideally configurable based on a selected column) is "complete" the hierarchy for that parent item should collapse to free up space since those child items are no longer part of active work. This would make long-running projects/sheets much easier to manage by displaying only the active work…
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Combine "AND and "OR" with filtering
I did not see this topic covered: Is there a way to combine logical "AND" and "OR" when creating a filter? The only options seems to be 'All conditions" (AND) or "One of the conditions" (OR) Here is why I am asking: I want to filter a buzzword that some people put in the "Comments" field and others put in the "Suggestions"…
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Showing multiple dates from the same sheet row in a calendar
I have 6 columns in my Smartsheet that are date columns, two of which are start and end dates. I have got the start and end dates to appear in a calendar report, but the other ones (individual dates, not date ranges) do not show up. I cannot have them as children rows. I have tried applying conditional formatting to the…
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Task Health Indicator Formula (IF/AND/OR)
Got burnt out looking for my exact scenario in the forums, so looking for direct help. Trying to create a formula to automate my Health column KPIs based on task status and assigned dates. Status options: Not started, In Progress, Blocked, Complete Desired Status Colors Blue: Status = Complete Red: Status <> Complete AND…
