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How can I delegate my smartsheet actions to others when I'm on vacation?
I am going on vacation and realized that my smartsheets need someone to manage them while I'm away. The only way I was this was to manually update every automation that includes me and add my vacation backup. It would be great if there was a way to set my profile to away and delegate someone else to act on my behalf. Is…
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COLLECT criteria Date is NOT Blank
=COUNT(COLLECT({ContractPayments Range 3}, {ContractPayments Range 1}, Agreement@row)) Above formula works fine, but I want to add another criteria to it where I check if a Date column value exists. I tried below variations, but both do not yield correct answers. =COUNT(COLLECT({ContractPayments Range 3}, {ContractPayments…
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Formula to return multiple contacts based on multi drop down options
Okay, I'm trying to write a formula to automatically populate a contact based off the information selected in a multi drop down. I have a separate sheet that lists the appropriate contact for each item (Sheet Name: HR Contact for Reminders). In the sheet "Seasonal, CDL, & Missing Requirements", I want the "HR Contacts for…
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Lookup in one column to enter text in another
I want to look up a value from a dropdown in one column and enter text into another column based on the value found in the first column - is this possible? I can't seem to work it out! For example, if 'Column A' is '123', 'Column B' will populate with the text 'Great'. Again, if 'Column A' is '456', 'Column B' will…
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Match Volunteers to Meetings
I need a way to match a list of volunteers to meetings in their area. Sheet A houses volunteer information, and the input is a Smartsheet form. Very basic, houses employee info and state (has multiple name columns because I added the "Name" column as a contact column while I was playing with formulas. Ultimately, it will…
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Topic: Move Record Issue: Downstream Receiving Table Column Formulas will not stick on incom. recrd
Hi Team, I have move record functionality in my tables, and for some reason, the incoming records coming into my tables will not inherit the formulas on the columns... even when I have two template records hidden on each sheet which I need this to happen... the template records formula from the accepting table is EXACTLY…
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Date Calculation: Subtract Days from Original Date
So, I'm a beginner in Smartsheets. I'm trying to build a sheet that has one "parent" date that the rest of the dates are "born" off of (e.g. T-27 days, T+14 days, etc.). I'd like to avoid using Duration because the start date isn't firm (but the end date is). I've been all over the community help section, but no matter…
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Card View Functionality on Sights View
When working within a Dashboard, if I drag a card from one lane to another (Uncategorized to In Progress for example) does that information populate and work on the underlying sheet? Right now on the dashboard when I drag the card from one lane to another it updates the status (by adding "In Progress" text etc) and when I…
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Formula to display count of multiple items in cell
I'm trying to create a formula that will calculate when there are more than 1 item checked in a column to display accurately in my dashboard count. Example: My Strategic Initiative column has the ability to choose multiple SI's for 1 Project. The project has 2 or more SI's, my current formula is not calculating these to…
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Formula-Reference another sheet and see the column rather than(SheetName Range #)within the formula
Hello, I have a formula I am using on one sheet. The sheet is named "Mark" since he is the Point Person. =COUNTIFS([First Contact Year]:[First Contact Year], "2020", [First Contact Month]:[First Contact Month], "Jan", [Point Person]:[Point Person], "Mark") I have another sheet named "Summary - 2020". I want this exact…
