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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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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…
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Smartsheet Form Fields (HTML)
While I like that Smartsheet has forms to collect information from users, they are very limited in how data is collected, as well as limited in visual design options. With Google forms, I can create a form, view it in a Web browser, and then identify the actual form fields in the HTML and use those same field codes in my…
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IF(AND) Statement With List of Expressions
Hello, I'm a fairly new user to Smartsheet and trying to put together some formulas. I'm currently trying to implement a formula to summarize a column called Status if the rest of the cells in that column have a "Complete" entered in them. If there is at least one cell with anything other than "Complete", I want…
