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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…
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Send Row Default Fields
Greetings, Will there ever be an option to save the "Send" (by row) "Include" options to be reused. I found a work-around to create a report with only the pertinent fields, but this is unwieldy. Example: When I have a support ticket to answer, I do not want all of the fields to display in the email and going through and…
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Tracking purchases
Trying to assist my purchasing department... I've set up a sheet for a department to enter their purchases, but my issue is that our purchasing dept wants to have it itemized. For example, I might have an Amazon order for $1000.00, but that $1000 is comprised of 1 printer that's $500 and a computer that's $500. I'd like to…
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Send email to people who fill out form at a later time
In trying to use Smart Sheet as a way to track applicants, and even use a form as an application, I'd like to be able to notify applicants that did NOT get the job that they didn't get the job. Is this even possible if I collect email addresses?