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Starting a New Multi Sheet Tracking System
Before I try to dive into this alone - I thought I'd ask for some recommendations. I manage a team of producers who each have a client pipeline. I need to have each producer track their pipeline list with some basic data (dates, closing agent, status, etc.) - so each producer would have their own sheet assigned. I would…
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Last 7 days
I am trying to create a formula that will pull data from two columns in the sheet as follows: Sheet columns include intakes by location and a date entered column. I want to create a roll up at the top to show intakes by location in the last 7 days that automatically updates. Here is what I have:…
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Please Help SUMIF Question with Parents and Children
I'm working on a project sheet with dozens of Parent rows, each with a various amount of Children, ranging from one to over twenty. I have a user inputted column to assign known work hours needed for each Child's job, and am trying to create an independent running total for each Parent/Child group. This will allow me to…
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Is there a "run now" option that will initiate a Workflow?
If I am setting up a Workflow that depends on a specific action, date, time, etc., and I want to see the results now to correct any missteps, is there a "run now" option that will initiate the workflow? I'm trying to avoid having to set the Workflow with a temprary trigger, watch the outcome, and if it works, go back and…
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Formulas Not Pulling
We currently utilize a very large global onboarding smartsheet. When a new hire accepts a position, the onboarding team uses a form to manually add them to the tracker so we can assign out the onboarding tasks and track progress. As part of a business initiative, we also have hidden column to track the amount of time spent…
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Maintaining multiple sheets with the same format
I created a tracker that I then created 20 copies of and each one is used by a different team. The sheets all have the same workflows/conditional formatting. The business owner keeps wanting to make tweaks to the sheet (like to add a column or something) and it is very time consuming to do that to each individual sheet. Is…
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Dashboard Reports & Row Attachments
Hi! I was wondering if there might be a way to display the "attachments" or "comments" column of a report via the report widget when working on a dashboard? Essentially, I would love to be able to see if/when a row has either a comment or attachment linked to it via the dashboard. It would be even more amazing if that…
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Using CHILDREN for ranges in VLOOKUP or INDEX MATCH
Hoping someone can help with this as it seems possible... I have a sheet for contacts at individual centers across a state. There are roles assigned to the contacts, so for example there may be a director, a supervisor and a coordinator. In the sheet, each parent row is a row with general center information and (the part…
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Formula comparing dates
I am very new to Smartsheet and the making of formula's overall so sorry for this question. I want to create a column where it will be highlighted when the date from column x is 4days or less apart from the date from column y. Does anybody know which formula to use? I started with this: =IF([column x]row number < Many…
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Transferring ownership of a workspace to client
Hi, I have a created a work space with customisation sheets for a client, but now I want to completely transfer that workspace to my client. How do I do that? without having him saving sheet as new? it should be the same sheet, just need to transfer ownership.
