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Field Service Management in Smartsheet
Has anyone built a Field Service Management solution in Smartsheet? I need to maintain a database of; store locations technicians, their backup tech and their backup of the backup tech dynamic schedule of availability of said technicians I envision some form of a 'lookup' worksheet where appropriate and relevant data from…
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How can I auto-populate a formula in a column that is referencing values in another sheet?
I have the formula below that is referencing the Planned Date and Exit Shop Date, but when I drag the formula through the column it doesn't update these dates as well? What I want to do is as I drag the formula down a row I also want the Planned Date and Exit Shop Date to move down a row and not remain static Is this…
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Hi everyone, is there a way to create Dynamic view on a dashboard but with charts and metrics?
I am making a supplier-facing dashboard and I would like to make a dashboard that displays personalized data, similar to this video. Instead of a Month dropbox it would display supplier names and the data would ideally display specific or personalized info.
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Metrics Sheet - Restrictions
I cannot for the life of me recall how I set up metrics sheets when I was at my previous company! My circumstance is that I have approx. 150 TDLs (they are like account #s), each with their own sheet in Smartsheet. And I need to count certain columns. They would be like doing a COUNTIF within Excel. The top screenshot is…
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help with formula IFERROR
Hi I need help with the below formula please as getting errors I would like to count requests submitted from Janaury - December in 2024 and 2025 from a specific region eg, europe, Asia etc
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HTML functionality to pre-populate forms
I am working on a solution that requires 30 fields (see illustration #1) to be pre-populated with information. The information that is being populated in the fields is also pretty lengthy. I am running into what looks like a character limitation with the final fields (see illustration #2). I have checked the character…
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Using multi-select dropdown list as criteria for Index/Match Lookup with SUMIFS
Hi all — Looking for some guidance on the below… I have a sheet named "Tracker" with a dropdown column of job levels (named "Target Audience") and another column that I am wanting to sum the job levels from whatever is selected for that row ("Total Target"). The totals for each job level are pulling from as a cross sheet…
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Numerical value established by a formula not seen as a number
Hello I have used the mid formula to break down a date and indicate the number of the month only in a field. =MID([Start Date]@row, 2, 1). This is all working fine. I want to run an automation where if the value of this field is less than 5 do x. However it is not seeing the value as a number and is thus returning zero…
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Select Most Recent Date In List
Hello! I need a formula to pull the most recent date in a list, but I keep getting unparsable and invalid errors. Could someone please help me create a formula to put in the highlighted cell? Please note there are empty dates (like the top row). This sheet is driven by a form, so new dates may be added out of order - in…
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Way to calculate parent row % Complete in other columns (like % Complete) for SPI.
We have a Planned Value column that is based on Start and End dates and a SPI column that is based on Planned Value and % Complete. Our Planned Value column is used to show what the task % Complete SHOULD be for the project where the % Complete is what the ACTUAL % Complete for the project is. The SPI uses %…