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Formula that will add 1 to a Qty row
Newbie to Smartsheet...I am wanting to write a formula that would at a quantity of 1 if the prior column has a date in the cell. I am trying to calculate the # of installations. basically if a date is entered into an install date column, I need the formula to add a quantity to a install quantity column. thanks, sGF
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Smartsheet - Dropbox - MS Word document editing on Ipad
Hi All, I have Word documents I am attaching to a smartsheet, that I would like a team member in the field who uses an Ipad, to be able to edit easily and save back to Smartsheet. Without too many steps involved. PDF is also an option. What are my options here? So far I can't get it to work with Smartsheet, attaching from…
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Gannt Chart With Dynamic Income/Expenses Per Task
Hi, I am a contractor and I have all of my draw payments tied to tasks (ex. beginning of drywall) and all my subcontractor payments also tied to tasks (ex. beginning of framing). I'm trying to use my project Gannt to also track my cash flow. I've done this in Excel; however, it was VERY complicated and kept breaking. My…
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Multiple IF Statements -- Status Updates
Hello, I am trying to put together a sheet that reflects as a holistic "Status Update" depending on whether or not something has been "Approved", is "Pending", or has been "Denied". I attached a photo that shows what I am trying to get my sheet to reflect and what is happening with returned values. Here are the examples of…
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Quick Auto Pop-Up Form As Part of an Automation
We have a sheet where all our RFQ's are entered. I have created an automation where as soon as the Status of the RFQ is changed to Sent it automatically copies the sheet to a Quote Register /Pipeline. I wondered if it was possible that as part of the automation, when the status is changed a quick form pops-up where the…
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Parent status (RYGB ball) changing based on child status (dropdown)
I am looking for help with a formula where I have a parent row and then multiple children rows below. The Parent has an overall status that is a 4 ball symbol of red, yellow, green, blue) My child rows are using a dropdown menu called "Confidence" with percentages as the values (10%, 20%...100%). I'd like to set the the…
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Opening Dashboard Hyperlinks in new tab.
The dashboards that I've created for out Project Management teams contain a report that lists all their active projects with a hyperlink to a project schedule (A different Smartsheet Grid). I've been asked if it is possible for them to open the schedules in a new tab rather than opening it up in the same tab/window,…
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Document Management Systems
Hello All, We are using SS and considering DMS options (Efilecabinet, Box, M-file) to manage the bulk of docs we handle in the process. Wondering if anyone in the community that has a DMS in place can provide feedback or advice on their implementations. (how well it integrates with SS, potential problems). It doesn't have…
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Volunteer Allocation
Hi All, I am attempting to find a solution for a specific manual task that is error prone and very time intensive - We need about 300 volunteers occasionally on short notice and need them across multiple cities in 20-50 specific locations (we do not know these specific locations until last minute). I have built a survey…
