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Formula Help
Hi All, I am in need of some formula help! 1. I would like to count all of the projects in my portfolio that are in the Active state and either Yellow or Red health. I have a Dropdown List column for State and a Symbols column for Health (RYGB balls). This is the formula I've have been trying. I am getting the Unparseable…
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Sharing a Template
I made a sheet and then created a template from that sheet for our department's annual performance review. My manager needs to have access to this template, but i can seem to find a way to share the template and/or make her owner of the template. How can I do this? She need the template so she can set up 20+ sheets each…
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Help with update requests
Hi all, trying to get my head around automating update requests. I have a large sheet with many columns, each row is a record of an employee, most easily identified by the "email" column which is a type 'contact' and has their valid work email. It also tracks a multitude of events they attended, their reporting manager,…
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Sharing a Folder
good Morning i have a workspace with 3 differen Folders. Is it possible to share each folder with differen people instead of settin all sharers at sheet level? Regards
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Jan 10th, 2019: Cell Linking between sheets with the new UI
Is there any updated information for linking cells between sheets with the new UI? It looks like the direct way is still in tact (where you right-click on the destination cell, click on "Link cell from another sheet", and file through the sheets in a pane on the left until you find the source sheet, and then you click on…
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Extracting all instances of a word from a text string and creating a list in a separate cell
Hello all, I have been pouring through excel and smartsheet help forums for a couple of days now, and I haven't seen my issue asked or addressed so thought I'd ask here. I have, in one column called Terms, cells that contains lists of terms and phrases. For example, one cell contains the following text string:…
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Restrict Filter Off Option
Hello there, I reviewed many thread discussions around the Filter functionality within SS, but I still wasn't able to find the answer to my question. Perhaps it got lost and I can't seem to find it, so I'd like to try again... Does SS currently have the feature to only share filters with view only users, specifically, I…
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Use triggers from Smartsheet?
Working on a new workflow. Today's workflow is manual and based on emails. I'd like to use the webform to collect the required data (done) and then, based on specific conditions in the sheet fields trigger actions in other system - from generating email to open a service ticket etc. I watched the movie of the docusign -…
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Portfolio Management
Has anyone used Smartsheet as a portfolio management solution?
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Ensure a cell value is unique OR if already used, match the previously used value
I'm completely new to Smartsheet so I may be overcomplicating this, or going about it the wrong way. I want to ensure the value entered into a field is either unique within the column, or if it has been used before, then I want to to be exactly the same as a previously entered value. The use case is: I have a Smartsheet to…
