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Link if?
Hello! Is there a way to link cells, or even just copy cell/row info, if a specific criteria is met? I am new to Smartsheet and haven't been able to find anything to do this. This is the situation: I am using a webform to create Purchase requests. I have approvals set up. Once the request has been APPROVED, I want specific…
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Automatic Daily Task Report
Hello, I wish to have a Automatic Daily Report on Smartsheet but I didn't find a way to do that yet. I manage some resources and they are allocated in many projects at the same time. Many tasks have duration bigger than one day, so basically I need a report to serve as a reminder to them. The logic behind need to be…
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Updating Info on the Projects Index Sheet
Hi all, Consider that I have an index sheet that lists all the projects (active or not), with the current task, it's description, timescale, owner of the task, and also the task that will come next. Parallel to that, I have individual sheets for each project that list all the information above, and also all the remaining…
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Using Reports / Dashboards for Analytics Recaps?
Hey there! I'm currently tracking our sales analytics using a smartsheet. Column A lists all of my metrics and then i create a column for each week. As the weeks progress, i fill in the rows with sales data. I'd like to create a Dashboard that shows me the data from the last column (most recent week ending) on this…
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Stop counting months when a completion date has been met
Hello, I need to have a column that calculates time in a program from a start date freeze when the employee's status changes, it needs to keep counting as long as the employee is still "Active" in the program. I'm working with "Status Code,", "Enrollment Date," and "Date Licensed/Dropped" columns. I have this column set up…
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Automatic reminder emails
I would like to be able to have an automatic email sent to the speaker of a conference, 2 weeks prior to the conference and then 1 week prior to the conference with possibly some type of acknowledgement that the email was received and/or read? E.G. Remind Joe Schmo on 5/10 and then again on 5/17 that he has a noon lecture…
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Determining an identifier based on parent/children and an additional factor
I have a sheet where I'm tracking IT initiatives, and some are considered Cross-Platform. Some Cross-Platform records have children and others do not. (See screenshot) Based on some reports I need, I have to identify Cross-Platform initiatives, but do not want to include the child initiatives. I created a column called…
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Reporting Using Parent Child Relationships
Hello - I have created a report to display the current user's list of high level milestones. This list is supposed to display any milestone that is blank under parent child relationship. This ensures only high level tasks are displayed. Its seems to work fairly well, but I have encountered one issue. For one of my sheets…
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Dashboards and New Item Formatting
I have created several dashboards that contain multiple reports. In each report, I have selected "Highlight Changes" to highlight any changes made in the last 30 days. The reports operate correctly, but when I open the Dashboard, the reports on the the Dashboard do not maintain the highlighting. If I click on the report,…
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Automated Reminders
I have a sheet with tasks per row aligned to specific team members. Each row now has a reminder which is aligned with the due date column. Once the team member updates the row with a new due date, there is no new reminder set for the new due date. Can this be done automatically, so that when there's an update entered and…