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Conditions / Rule formula set-up
I am working on a sheet, and I am very new to this application, where I am tracking P.O.'s, date ordered, date received, etc... and I have 2 columns (at the far right of my sheet or end) that I would like to If the P.O. Total is < or = to the Invoiced Amount the cell would turn green and if it was > than to turn the cell…
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Active Faces
Hello, I am a new User to Smartsheet however after sharing a sheet with a number of people I am finding that the "Active Faces" icons associated with a shared user accessing the same sheet at the same time are not showing on my screen (next to the "Share" icon). I am also finding that the pop up messages (not the…
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if - and formulas auto populating checkbox
I've created a column titled "Outstanding Approvals", I would like the column to auto populate the check box when "Approval Status" is empty AND when "Start Date" has already begun. I'm using it so I can pull multiple sheets into a single report - but not all the sheets have the same layout. Any help is great! thanks in…
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Can you import a list of values into a drop down list?
For example, I have a building with over a hundred rooms, I want to load all the rooms into the drop down for a 'Room' column field so it can be choosen from the list using a mobile device.
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Printing A Sight - printing so small that you cannot read data
Looking for some advice on printing a fairly large Sight. I have had no issues with printing Sights that aren't much larger than what fits on your screen. Push print and that's about it. But - when I tried to print a Sight that was much larger (scrolls down several times in order to see all of the data), it would not scale…
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PROJECT SCHEDULE TRACKING ON SMARTSHEET
HI I am looking for best practice to project tracking in smartsheet. I tried doing tracking of a project schedule both in MS PROJECT and Smartsheet but i get different % complete . Also i do not get overall project timelines properly matched. Where could i be going wrong?
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RYG Ball Automation
Hi there, I am trying to automate the 'Health' column on a sheet. I have it set up to turn RYG when a certain status is selected but I would also like it to turn Red if the Due Date or Due for Review is a past date and the status is still listed as anything but 'Complete." I currently have this formula in place…
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Need help getting multiple sheets pulled into a single report in the correct order
I have three "what if" schedules that I'm trying to pull into a single report. They are simply named Scenario 1, Scenario 2, and Scenario 3. No matter what order I select them, the resulting report has #3 in first position, #1 in second, and #2 in last. I did a bulky workaround by adding a Helper Column in each sheet…
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Receipt for Work Completed
I want to auto generate a receipt with Zapier or something and send it to the supervisor and client upon work completed. Problem: Our electricians perform tests on all equipment we install. We have many QC forms that we use but using them is very cumbersome. Our techs need to ensure that they print them off before going to…
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Clear RYGB balls on completion of a task
Hello, Currently we are using the RYGB balls as a priority indicator. One of the things that happens when you are completed with the task is that you have to clear the ball manually. I would like to automate the task. <Column 1> RYGB <Column 2> is a drop down with the following "Canceled", "Pending" and "Released". I would…