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Can a milestone task be closed based on completion of an approval task?
In each of my parent group of tasks I have an approval task, followed by a milestone task. Both are important for reporting. Example: Task1: Manager approves ABC Webpage for publishing Task2: Milestone: ABC Webpage ready for publishing - Predecessor for Task2 is Task1. Problem: When Task1 is marked Complete, I want Task2…
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Automate dashboard?
Dear SmartSheet Community, I hope this message finds you well. I'm reaching out to inquire about SmartSheet's capabilities for automating the creation of weekly and monthly reports. Our objective is to streamline our workflow by eliminating the need for manual report generation. We are particularly interested in:…
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Best Practice for Capturing Project Info on PM project plan
My team is using the Project Management Office template set. I love the template set but I saw this Project Information section on a different project template and I like the idea. I added it to the Project Plan template in our PMO, but I can't figure out how to use it or if there's a better way to capture this…
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Is there a way to pull info from a form submission and enter it into another form?
I have a form I am currently running, that whenever answered, needs to be reviewed by another person. I am currently using the approval workflow, and putting it in the email with a link to a form that the reviewer needs to fill out. Is it possible to take the info given from the previous form and put it in the next one so…
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Data Over Time Report/Dashboard
Hello, What steps should I take in creating a dashboard that includes a graph displaying data over time? I would love to be able to click on each data point and a pop up of that data point displays information during that time period. Here is an example of something I would like to create in Smartsheets
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Countif containing specific text
Hello! I am trying to count to see how often a specific word, in this case a person's name, appears in a range of text. I've looked over similar questions and have started a formula, but I end up with an #INVALID OPERATION error. My formula is =COUNTIF({January Range}, FIND("Cassie", @cell, > 0)) I've also tried…
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Can Requested Data be Compared Against Product Available Data
I have a situation where a form request for products populates a sheet but the products requested may not be available in that market so the request is an invalid one. It would be great if, after form submission, we could compare the new row (request) against a matrix sheet of available products. Has anyone done that…
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How to combine multiple rows of data into one row based off of one cell value.
Hello Smartsheet's community! I am back with another question. I have a database that holds the tracking of employee trainings. The training structure is in tiers and after each completed tier they fill out a form. The raw data from this forms looks like this: Depending on an employee's level they will have a differing…
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Document the value of function / calculated field every day
Hi all, I have 2 sheets: 1) working sheet where all tickets are logged + their status is maintained 2) calculation sheet with fields showing e.g. number of open / closed tickets and so on (calculated by formulas which refer to the working sheet 1). These values are used for dashboards and so on. I wish to automatically…
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Weekly date with manual override
I'm looking to create a formula to have a cell show a date for when our next delivery comes in. Typically these deliveries are every Tuesday, but sometimes they are late by 1 day, or we skip a week because we don't need it. I would like a cell to show the next estimated delivery date example. Today the cell would show:…