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Is it Possible to Automatically Update a Dropdown Based on Booking Counts?
Hi there, I need some input on setting up my workflow and I'm unsure if it's possible. I have a scheduling sign-up sheet where people sign up by date, and each date has a limited number of spots. I want the date option in the drop-down to be removed once the count of bookings for that date reaches "0." Screenshot below for…
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Percentage of check boxes - Need to exclude blank cells
Hello! I am working on a formula to calculate the percentage of boxes checked. This formula is currently working when I set the range to exclude the blank cells. However, I need to allow space for more rows to be added in the course name column in the future. I would like to make this formula to exclude those blank cells…
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Finding a value from one sheet on another sheet and transferring cell info onto both
I need help figuring out a formula that will cross reference between two sheets. I have one sheet that stores our open orders and another that tracks our orders undergoing quality assurance. What I need is a formula that takes the order number from the open order sheet and searches for it on the quality assurance sheet,…
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Smartsheet Automation: Copy and Move Rows Limits
Hello all, this might be long winded, so apologies!!! My situation: I have a Smartsheet currently that holds all information for the current FY24 - Lets call it Sheet A. Coming in October, this information needs to archived off of this sheet to lets say sheet B so then Sheet A is blank and can intake FY25 information. I…
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How to write COUNTIFS with a NOT element
I have a working formula for looking up an external reference sheet. All the external fields are tagged with an M: =COUNTIFS({ReportM}, "Jul 24 - Oct 24", {ProjectM}, Metric@row) but I now need to exclude a third criterion {ThemeM}, "History" I tried adding it as =COUNTIFS({ReportM}, "Jul 24 - Oct 24", {ProjectM},…
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Sum(Collect Calculation giving #Circular Reference Error
=SUM(COLLECT({Forecast Amount}, {Customer}, $Label@row, {Sales Stage}, Qualification$1)) That is the calculation I am using bring forecast sales based on Customer and Sales Stage into a metrics collection sheet. I am going out to the Sales Pipeline sheet for the information, two (2) sheet prints attached for reference.…
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Formula to mark the checkbox for the newest date in a row
I have two columns in a form: Current Status and Date of Completion. The Date of Completion column should be updated on a weekly basis. I want the Current Status to check off based on the latest Date of Completion. Is there a formula to do this?
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Need Help with Auto-Generating Project IDs in CopyRow Automation
Hello Everyone, I'm looking for some advice on automating Project ID generation in our CopyRow Automation process. My department uses this tool for project intake when sending work between teams. However, we need to include a unique Project ID that transfers to the destination sheets. Currently, our project managers spend…
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I would like to trigger a workflow based on a store opening date
So for example a new store is opening on 7 October. 30 days in advance the workflow needs to kick-off, based on the Opening date, I would like to write a formula that auto-populates the start date. This will allow me to notify people and a workflow to start. Not sure what formula to us.
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Smartsheet Summary Counting Assigned to with multiple people in the field.
I have the sheet below and I want to count for each person how may items are pending their approval. The formulas I have tried only find where it is only one person in the column. Where there are two people in the column it ignores the column. I have tried =COUNTIFS([Pending Approval From]:[Pending Approval From],…
