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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…
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Find all similar entry names and add their qty
Hello I have a sheet I made where I load in all my orders of items needed for a job. Each Item has a code assigned to it I'm calling the Entry Name. There will be times where the same Code/Entry Name will appear several times during the life of the project. For Example This week I might need 4 - BT01 (Entry Name) then as…
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Budget v. Invoice Cost Codes
I have two Smartsheets. Sheet 1 is my budget broken down into various cost codes. Sheet 2 is a log of all my invoices with cost codes and amounts assigned to each invoice. I am trying to take the amount from each invoice and have them populate in my budget according to their cost codes. The budget amounts for each cost…
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Trouble with COLLECT in INDEX/MATCH
I'm trying to troubleshoot an INDEX/MATCH formula that contains a COLLECT statement which is supposed to limit what cells are being used for the MATCH. I am referencing a project schedule, looking for the "next deliverable" - we have a column called "Function" in which the schedule tasks can be defined as such. (See…
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Calculating costs for a task over more than one month
I'm trying to come up with a formula to calculate the labor costs per month in one sheet ( 12 columns, one for each month), by referencing another sheet, and referring to the start/finish columns of said task. E.g. Task 1: Start = Aug 27, Finish = Sept 5. So in my cost sheet, the formula needs to refer to the start date…