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Roll over Monthly checklist
I am looking to create a month-end checklist which has list of activities and due dates and tracks the completion status driven by user inputs. What is the best way to a) archive the completed checklist and b) roll over the checklist month over month. The fields are consistent month-over-month with 80% pre-populated in the…
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Is there a way to create a 'collapse section' on a Dashboard?
I'd like to truncate the Dashboard view for my users so that they can select what they want to see by Section Content (eg Project Progress, Project Resource Links, News/Updates etc.), instead of everything being available as a huge data dump a mile long. Is there a functionality to expand/collapse sections on dashboards…
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Is there a way to use a checkbox (or formula) to bypass a required form field or turn it off?
We have a contact information form that will be distributed quarterly so the respondents can provide contact info changes and updates within their organization to ensure that we always have up-to-date information. Most of the fields are required however, in the event that the respondent has no new changes or updates to…
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Updating an Attachment without Re-upload?
Is it possible to update an attached Excel file in Smartsheet and have the changes be saved without re-uploading? Or, can an attached file be linked to automatically update when the source is changed (whole sheet, not just linked cells)? Overview: We have an overall project tracker sheet in Smartsheet. One of the tasks is…
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Count "Red" symbols in Sheet Summary
Hi all, New to Smartsheet and wondering how I get my sheet summary to count the number of "Red" symbols for status reporting. Understand that COUNTIF won't count symbols from what I have read. Does anyone have a way around this? Thanks in advance.
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Changing the "Contact" function (Global Variable Please?)
Salutations, Presently, I am attempting to generate a productivity report regarding employee projects and workflows. I have utilized the Contact feature, as I'm only tracking/assigning tasks for Management level. No other users will use this or see it. However, we are unable to presently store sheet-specific data, as…
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Easy way to express Monthly Data
Hi all, I have started a project to use Smartsheet to track Right First Time across several departments. As part of this I want to track the data on a monthly basis. The form uses a 'Created date' field to input the date when the entry was submitted. Is there a way of expressing the date, so I can use it as a COUNTIFS…
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Tool sign in and out
I am looking to create a sign in and out process for tools. My thought is that employees will be able to fill out a form and scan a barcode on each tool to identify what tools they are signing out. Then once returned will be able to scan the barcodes again to sign the tool back in..... Hope that makes sense and looking…
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Card View: Limitations on how much text can be displayed on one line, etc.
I have noticed there are some confusing limitations imposed on the desktop version of smartsheet that are not on the mobile. I have one primary concern to focus on: When I am on desktop, card view does not display any more than one line of text before adding an ellipsis (...). Why is it limited like this on desktop but not…
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Build Report that shows "Child" lines items under the "Parent
I am trying to build a report from a sheet that has a parent line item with child line items. I need the report to show the parent and the child. Then have the ability to group by the parent. When the parent is expanded it shows the children. My report currently looks like this...all the indented child line items are no…
