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Start & Finish dates based on separate predecessors / or formula in duration
I am trying to automate my schedule for a project as much as possible. I have a line for production start that is based on my current ship date but I have 9 shipments after that and would like to have the actual production line have a start day based on the production start line and the finish date be the last ship date.…
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Identifying and returning phrases within a single cell
Hi all, I have been trying to figure it out alone but I thought I'd engage the community to see if anyone can help! I have a column in my spreadsheet that contains phrases separated by commas - for example (though with different words), in one cell it says "Phone, computer, mouse, cell phone, water bottle, earphones, bag."…
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Search and Replace, Conditional Formatting
I have multiple columns with a variety of drop-downs on many sheets. Conditional formatting is set to many of the columns based on the drop down selection, sometimes up to 40 statements. The problem I'm faced with is if I change one of the drop down selections (abbreviate a selection for example) that is currently being…
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Smartsheet as CRM with differentiated Accounts, Contacts, and Tasks
Hi everyone! I am trying to use Smartsheet as a simple but complete sales/CRM solution. I want to be able to have three different things: Accounts (like a company, "XYZ Tractors") Contacts (like a person, "John Smith, Senior Manager, employee at XYZ Tractors”) Tasks (“Create a sales quote for John”) In Smartsheet, there is…
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Capturing multiple statuses, reminders for recurring tasks, form
Hello SmartSheet community, perhaps someone can give me ideas on how best to set up the following: I have 30 customers and 30 different reps (one for each customer) who need to provide a status on that customer on a regular basis, at least once every two weeks. The requirements: * Use a simple form to collect the data,…
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Set a conditional formatting across the entire sheet that only affects the cell where the condition
I'm trying to find a way to do what I've done with spreadsheets before, but I am not seeing a way to do in Smartsheets. In some of my fields, there are instances where I won't have a value. I populate those with NA, and I'd like to turn the fill for those boxes gray automatically. Traditionally I'd do a conditional format…
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Informational Headers
Hello, Can somebody tell me if it is possible to include an informational header at the top of the sheet. In my case, this could contain the project name, team members/contacts, scope and some basic data. It could even be a text box that sits on top of the cells. I would then start my tasks beneath it. The inability of…
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Can a formula determine hierarchy?
I doubt this is possible but thought I'd ask anyway. I want to know if there's a way to indent a row with a formula. So if a user submits a form and indicates that it should be a child row of a specified parent row, would it be possible to have a formula in place that indents that row when certain conditions are met?…
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Keyboard shortcut request, hyperlinks and open discussion
I've had some trouble getting hyperlinks to import/export, and I have alot of rows that I have to perform manual operations on in bulk. i also have some nifty tricks with AutoHotKey as long as operations can be completed using keystrokes. Can we please add keyboard shortcuts for adding hyperlinks and opening the discussion
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RYG Automation using Drop Down lists
Hi I've watched a few videos on RYG automation based on due dates but is anyone able to help with the IF function using categories from a drop down list instead? I.e. Looking at Recruitment Status: If someone chooses 'On Hold' from the drop down, I want the RYG column to show Red. If someone chooses 'Interviews and…
