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Product Selection using Contacts
Hi Just thinking aloud... is there any reason why I couldn't import my product inventory into 'contacts' and use the 'contacts' feature as 'products' and be able to select multiple products in one cell on a row? And then do counts of products within a sheet or a selection of rows? Thanks Cheers Richard
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Row or Record roll up and multiple forms or sheets
I have been attempting set up a relational database for multiple client use. This database should track records (rows including child rows) as it progresses through different phases. Projects may stop periodically and should be searchable and may be re-started later. I have tried using 3 column relational connection to…
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Auto Number Formatting
Hello everyone:) I currently have a sheet populated via a web form. There are several people assigned to tasks. My goal is to have an auto number column to populate a prefix & suffix, based off the person assigned & their corresponding ticket number. I don't know if this is even possible. Lets say I'm assigned a task, the…
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Newbie Question - Reports Lookup into Sheet (relational database like)
First, I am sure this has been answered, but I could not find it. I have two smartsheets: Projects and PMs. The PMs sheet has basic info about the PM (Emp ID, Name, Email). The project sheet has all the projects we are working in the company with lots of project metrics. One being Margin %. I want to create, then run a…
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Tracking Data / Shared Sheet
Hi! I'm really enjoying Smartsheet and glad we decided to go down the path of subscribing. While I was getting certified I found so many neat features and my mind just filled with all the things I could probably use various aspects of Smartsheet to accomplish. I ran into a limitation in my own scope that I'm sure…
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Contacts update in grid view but not card view
Hi, I can no longer assign contacts via card view, the dropdown box still generates a list of contacts and their details/avatars but when clicked they just fill the field with the contact name and nothing else. If you then go to view this entry in grid view it just displays the name with no avatar next to it until you…
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Issues Assigning Contacts in Card View from Dropdown
Did anyone else out there recently lose the ability to assign a card to any of your contacts while in card view? (i.e., double-clicking on the card and selecting a contact from dropdown) I can only assign now by either viewing card in grid view or dragging and dropping to an assignee lane. Please help?
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Import contacts for templates
After importing contacts (csv file) into a sheet we're using as a template and then sharing that sheet for others to use, is it possible for the contacts to remain in the template? I am trying to eliminate every smartsheet user from having to import contacts individually and simply do the work upfront on our templates.
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Resource Allocation and Manipulation
Hi, I am new to Smartsheet and I am trying to create a view for my team where I can see all of the tasks, across multiple sheets (projects), that individual team members are assigned. In other words I want a view where I can see all assigned tasks, with task names, who the tasks are assigned to, dates, and a Gnatt chart if…
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Card View / Contact List
Hi there:) I have a sheet used as a "Maintenance Request" sheet. It is populated by a form. Each person submitting a request provides their name/email into the "Submitted By" column. This allows them to receive an alert once the job is complete. I have frustration coming from the maint dept. when assigning a job/task…
