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Due Date Automation for Tasks
Hello: I have 2 quick questions regarding how to best automate/populate dates for project management timelines. Is there a feature (or formula) within Smartsheets that allows you to specify if a task is a reoccurring item? For example, if on the last Friday of every month, we are to pull a client report, how do I set that…
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3 condition formula- Help
Need help with a formula, 3 conditions- 1) Recognize first 3 digits of "ticket number" (EX: "LEG", "ONB", "REV") 2) Recognize when a task is past due 3) Status not "Complete" or "Not Applicable" What I have so far: =COUNTIFS({KIM- Project Plan- TEST Range 3}, "LEG", {KIM- Project Plan- TEST Range 1}, >TODAY(), {KIM-…
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Countif Formula to include Flags
Hello, I have a cross-sheet formula pulling in dates and other data from various sheets; however, I can't figure out how to count if the column contains a flag. The formula is summing all new hires who have a status containing "push". =IF(Level@row < 2, SUM(CHILDREN()), IF(Level@row = 2, COUNTIFS({New Hire Push List -…
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Is a daily entry missing?
We use a form that allows each of our 120 stores' managers to input some data at the end of each day. Is there a way for me to see which stores missed a day? Each form entry requires the store name (drop down), and I have another sheet that has every store listed in it. Trying to think of a way to have a…
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RAG status help
I am trying to right a formula to give a RAG status based on 6 columns of check boxes. I want Green for all boxes ticked, Yellow for some, and Red for none. This is the formula I have but it comes up as Unparseable =IF(COUNTIFS([PTC CRBA]@row:[PTC Aud]@row, 1) = 6, "Green", IF(COUNTIFS([PTC CRBA]@row:[PTC Aud]@row, 1) < 6,…
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How do you reference 'Created' column date of a PARENT and add one calendar year?
Hi all, I am trying to do the following: For a given cell, I would like to reference its Parent's Created date and return a date that is one year in the future. I think I'm just struggling with finding the correct syntax.
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Using a profile matrix to drive automation on specific dates
I have a profile matrix that has a set of dates across the top (columns), row 1 and then a list of product types (Student, Teacher, Classroom) for each record, starting at row 2. On a separate sheet I have a list of products that associate to the various product types, i.e. Student Workbooks (Student), Instructional Manual…
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SUMIFS Formula
I am trying to create a SUMIFS formula referencing another sheet: =SUMIFS({Sheet - PTO & Project Staffing Range 2}, {Sheet - PTO & Project Staffing Range 1}, Projects@row, {Sheet - PTO & Project Staffing Range 3}, "Trainee Solicitor") The column I am trying to add is a formula so, I have tried VALUE in front of the above…
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Can Formulas Reference Reports?
I'm trying to see if formulas can reference reports or just root SS. I ran a report for all late tasks assigned to all people in a department. I then wanted to use a COUNTIF formula that would sum up all the late tasks of a certain person. When I go to do that and the formula asks me to reference a sheet, I am only…
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Count if NOT BLANK
Hi. I am trying to write a formula with multiple criteria to for my metrics sheets; however, I'm not sure how to add this one count if not blank. This is my current formula: =IFERROR(COUNTIFS({OHCA Form - Agency}, $Agency@row, {OHCA Form - Review Complete}, "Medical Review Complete", {2020 OHCA Form - Etiology},…