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Automate RYGB based on Follow-up Date by Week
Community: I have tried but cannot figure out how to make this formula work. Probably something very simple, and I am overthinking. Any guidance would be much appreciated. Thank you, Sandy Scenario: Regardless of the day of the week I open my sheet: If [Follow-up date]1 is between M - F of the current week, RYGB symbol =…
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SUMIFS Formula
We currently have a SUMIF formula that sums up a Annualized Estimate for a specific Ministry. The Sheet with this data uses a form to populate additional rows. The currently working formula is =SUMIF(Ministry:Ministry, [Ministry Name - Annualized Estimate], [Annualized Estimate]:[Annualized Estimate]) We wanted to break…
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Reviewing Alerts & Rules for errors
Hi all, I've searched high and low but I can't find a way to do this easily. Is there a way to export all the notifications and rules set up for a sheet for ease of review against the process? Basically I want a report of all my notifications and rules layed out in a table so that I can review them against the process for…
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Question about sorting
Hi, i'm looking for some suggestions on an issue that I am seeing related to sorting in one of my Smartsheets. I have a sheet that has a row with instructions to the users as the first row. I have a checkbox column that is only checked off in the instruction row, and I use a sort to keep this at the top of the sheet. My…
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Suggestion: The Metric Widget should count items in a column
For example, if I have a dropdown of all 50 states, I should be able to set up a widget to count the number of times Alaska was selected, simply by selecting that column and one of the selectable options. If 20 people have selected Alaska, it would read 20. When a 21st person selects Alaska, then that widget would read 21.…
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Here we go!! Ready to roll out our BETA project plan!
After a couple of weeks learning Smartsheets and simplifying our project plan, we are ready to beta test our PM Lite template. https://app.smartsheet.com/b/publish?EQBCT=f5644ec0fe854b2b9c3bf74084bf86d7 It's still pretty rough but with a group not use to a formal PM process it should get us started on the right track.…
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Preventing Modified by and Modified when rows have formulas
Hello! All my sheets have automation (formulas). I am having difficulties keeping track of who has modified records. We do not have access to sheet history because we are on the Team Plan only. This is a huge problem because we have issues with managers not updating project status on a timely basis. I have no recourse.…
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Approval set up
I'm trying to set up approval emails to go to specific department leads after another box has been checked as reviewed. Process: 1.) I apply for a position. I select my position from a dropdown, say "IT". 2.) HR gets an approval email. They review my application and click approve. 3.) An email is automated to the IT…
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Cell Linking Ability to Filter or Sort Source Sheet / Source Sheet does not stay filtered
All: I have looked but cannot find other questions regarding this topic. Apologize for any redundancy; and, thank you for any help on these two topics. Sandy Ability to Filter or Sort Source Sheet: From my (master) destination sheet, I click cell link icon. Then, I select my source sheet. Is there a way to filter or sort…
