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Formula Help
I'm having trouble putting together a correct formula or workflow to do certain tasks. I have a rent tracker spreadsheet and want a formula to basically say "When it's 30 days prior to the Rent Increase Date then automatically turn the Status Column drop down to red. Once the Status Column drop down is changed to green…
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Editing Conditional Formatting Rules
Hi, Is there any way to edit the rules in conditional formatting? For example, if I have a rule that has 10 conditions, is there any way to go into the rule and delete one of the conditions? Example: If column 1 is 'yes' and column 2 is 'in the past' and column 3 is 'blank' and column 4 is 'not blank', and i wanted to…
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Can you do if this then that for auto entry from drop down list
I want a column to chnge its value from a drop down list when a criteria is met. What I am after is a column that is titled "ready for invoice" and is a check box. I have another column named "currently assigned to"that shows the seperate departments on an account and it reflects which department is resposible for the…
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Auto Assign w/in Marketing Request Tracker
I am trying to figure out how to write a formula to auto assign a task when it meets different criteria. For example, my column is "Type of Request". If it is Creative, then I want to assign Kristi from my contact list. If it is Product, I want to assign John. I have 7 different choices within the Type of Request column…
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Auto-filling columns in Smartsheet
I have created a form which captures computer name, name, and email address of the person on the smarsheet in addition to the other data they are submitting. Is there a way I could use the formula to auto-fill name and email address for repeat users referencing the machine name either on the form or on smartsheet?
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Doing things first time right with data validation
In a productive organization, the most efficient method for cutting waste is to attack anything and everything that is not done right the first time. The only drawback to SmartSheet is its ability to manage "data validation" like excel does. Even with column properties set as Date, users can still write stories "text…
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Modifying RYG Symbols with Dates and Status
We are trying to create a formula on the Schedule field that will change color to Red, Green or Yellow based on Multiple day and Status selection. For example: If Status is In Progress and End Date is > Today and R - Date is Empty then is Green. IF Status is In Progress and End Date is < Today and R - Date is Empty or a…
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Using Hierarchy Formulas & Conditional Formatting to Color Code Rows in a Sheet
I’m always interested to hear if someone else has figured out a better way to do something, so feedback is welcome and appreciated! (: Example Sheet: Hierarchy Formulas & Conditional Formatting I like to use colors to help guide me through a sheet and I have settled on a process that works for me. *See Picture* Minimum…
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How to create report with rows instead of columns?
Why does Smartsheet only allow you to make a report with columns and not rows? I'm using my sheet to coordinate data for events. Each row has a specific event, each column has different details for the events (date, location, hotel, meals, etc) and I need to take information from only certain rows to create a report for…
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COUNTIFS formula using dates excluding weekend days
I'm trying to figure out the correct formula for counting up the # of entries for a particular location with a "YES" or "NO" data entry for the previous date, TODAY (-1), that doesn't include weekends. For instance, if today=Monday, then the formula would need to search for the previous Friday date and count the # of…
