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How to trigger an action from one Smartsheet to another
I'm working on 2 Smartsheets right now and am trying to create a formula between the two. My first Smartsheet document is called "Stores in Progress." The 2nd Smartsheet is called "Ready for Service." In my "Stores in Progress" Smartsheet, I have a checkbox column called "Ready for Production." I want to design it so that…
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Update Dropdown List
Is there a way to automatically update my dropdown list for a form if I have a new item added? I have a New Order Entry form. I have a dropdown list of customers, but if it is a new customer, there is a checkbox to allow more fields to open up to enter that information. If that information is added, it gets copied to a…
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Record Approved By Email/Name
Hello- There's been a few question/discussions on this topic, but they are a but they are older posts. I'm trying to record the email/name and date when travel requests are approved. I'm capturing the approved date with a Record Date Automation, so that it easy, but the approved by field is getting messy. I'm currently…
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Sheet Summary Formula to pull Month and FY based on Highest Value
I have a sheet with separate data fields to create stacked bar charts in my dashboard (one pictured below). I would like to highlight the month/year with the highest value on the dashboard with sheet summary metrics. I have a sheet summary field (Most Sales in a Month) to calculate the highest value using…
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COUNTIFS referencing another sheet
Hello, Using the AI tool I generated a COUNTIFS formula to count the number of rows that have specific text in two different columns. However, despite the fact that the criteria is met, the formula returns "0". What am I doing wrong?
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AVERAGEIFS implementation
Hi Team, Is AVERAGEIFS something that might be added in the future? Thanks, Arpad
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Complete % calculation issue
I’m having an issue with the % Complete roll-up in Smartsheet. In the File Storage parent row (line 10), two out of the three child tasks are marked 100% complete, but the parent row is still showing inaccurate % instead of calculating the summary correctly. Could you help check why the parent row is not calculating…
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K-12 Education
Hello everyone, my name is Alan Miller and I am an Executive Assistant working in K-12 education in Grand Junction, Colorado. I would just like to introduce myself and share some of the uses of Smartsheet that I use within my industry. I have been using Smartsheet for 4 years now and just returned from my second time at…
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In Control Center: Link Assigned to, to Project Team on Intake
I have Control Center. We are set up to where the project team is not entered when a new project is created. The column is there, but the requestor doesn't necessarily know how the project team is. As we build out the project plan, I would like to have everyone that is "Assigned To" a task, auto-populate the Project Team…
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Control Center Find/Replace formula not working
I am trying to do a global update within our Blueprint on just one sheet in the summary section. All sheets have the same column name and the same row. We are trying to change the last "Description$8" to be "Description$12." When I look at the test sheet, it still has the "Description$8."