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Notification on Formula or On Status
It appears that it is not possible to send a notification based on a formula if the sheet has not been opened/saved. Is there a work around within Smartsheet? Is it possible to send a notification every day on any rows that have a particular status (e.g., Open)? It seems there is no trigger (no row change/add). TIA
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Change Status dropdown when task is assigned
Hello, Smart People I have a [Status] dropdown which includes Assigned, In Progress, In Review, and Complete. I would like to automatically change that status to Assigned as soon as the [Assigned To] column is not blank. I've found how to change status harvey balls or completion ramps, but not text-based dropdowns. Seems…
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Can I use a form to complete a partially-completed row?
I know forms are used to add data to a sheet, but can a form be used to complete/edit a row that is already filled in?
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My formula works fine with no errors, but no value appears. What is the issue?
I am using another sheet for the lookup_table. The other sheets basically has the currencies and the rates of each currency. What I want to do in the sheet where the function is; basically once a row is added and the currency has been selected, I want it to generate the value of the currency from the other sheet.…
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Need a way to identify if a row has been approved/rejected via proofing
Hi, I am using the new feature "Proofing" for my upcoming project and I was wondering is there any way to identify if a document on a row is approved/rejected, then use it in the custom formula to change the status of the row? For example if a document is rejected then I would like to change the status of the row to…
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How can my rows autofill the formulas when a new entry is generated through a form?
I have worked out several formulas in my sheet. Now I want them to be autofilled whenever a new entry is filled through a form. I don't want to drag them manually everytime there is an entry because I want automated workflow to follow. Also, if I drag a couple of cells prior to the forms being filled, then what happens is…
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How do I check for duplicates under a parent?
Hello, How could I check for duplicates (children) [Item Number] under a parent [123456]? Note: All parents will be a unique number value, but the Item Numbers will often be the same/repeat across the parents. I need this to check for duplicates under each parent.
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When will a "quick view" for .HEIC images be available?
Many of our team members have iPhones and the new photo format apple is pushing is .HEIC. When we upload their photos to the attachment line they are not able to be clicked on and viewed the way a JPEG is. Seeing that this a new direction in photo formatting, when can we expect a "quick view" the way we have with JPEG…
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Creating a Very Basic CRM
Hi, I have the need to create a very basic tool for tracking the interactions between 12 internal employees and 80 external doctors who we work with. This seems like a mini-CRM (Customer Relations Management) tool, but is far more basic as it doesn't worry about sales and such, so many of the sales facing CRM's are way…
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If there are duplicates for a corresponding Primary Column, I want computation to appear only once
Hi, I am trying to find, how many Promotions are for a particular item for a particular Start Date. Example: Promotion || Total Number of Promotions for Start Date || Start_Date Bacon || 1 || 2/4/2020 Chocolate || 3 || 3/14/2020 Chocolate || 3 || 3/14/2020 Chocolate || 3 || 3/14/2020 Chocolate || 1 || 2/14/2020 Above table…
