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Imported Formulas from Excel
Happy Wednesday! I have been going in circles trying to figure out where this formula is going unparseable. I researched it against other similar (working) formulas in smartsheet and the Formula errors guidance- but I am still missing it- hoping a fresh set of eyes can help me pick out the culprit. Thank you!…
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Capture historical data for KPI dashboard
Having real-time data available for our dashboards and reports has improved our management capabilities. I want to be able to share how we have been doing over time, as well. I want to capture and report KPIs over time. I have a report that can capture the information I need but have been trying to figure out how to…
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Document Builder Functionality
Hi, it's my understanding that 'RYGB Balls' column properties do not populate when using Document Builder -- symbols automatically converts to the associated text. I've tried multiple 'fixes' without success. Can you please recommend a workaround until this issue is resolved by the product team. Thank you in advance for…
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Is there a way to run a report on a user's activity?
I know I can run their smartsheet access report but that doesn't give me the information I need. I think the best way to explain what I am looking for is to give an example. I am trying to create dashboards for some of the executives so they have their most used smartsheets all in one place. The user access report says…
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Backups/Excel export
Hi all, Would it be possible to backup/export a spreadsheet on a scheduled basis more often than daily? One of the Departments on my company asked if it would be possible to do it hourly or even every 10min, but the smallest period i can find is daily...
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Assessing .csv from MS Teams
Hello I am trying to leverage MS Teams as a OneDrive sharepoint file location for DataUploader to use for scheduled uploads. DataUploader recognizes the file location and tries to grab the specified .csv file. The .csv is useable - I can manually attach the exact file to a sheet and DataUploader executes. This is the error…
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Email import via Zapier
Hi I am auto-forwarding certain emails from Outlook to a Smartsheet list via Zapier. Everything comes across fine but certain data fields seem limited in space. The body of the email doesn't fully transfer. It seems there is a character limit to either the Zapier forward or to Smartsheet. How can I get the complete email…
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Snapshots and Logic Driven Archiving
Hey all! We are just about done and ready to parallel pilot our Request Management through Operationalization to Close solution and was wondering if there's an easy way (or hard way) to do the following: Use Case 1: Right now my teams' weekly status updates (which is a cross-sheet report between Intake and Metadata) keeps…
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Dropdown list - Update from the dev team ?
Hi everyone, TL;DR : When will we be able to have dynamic dropdown for a column / field in a form? Is there a workaround? I can't think of a single project where this CAN'T be used... I'm using Smartsheet more and more to provide simple solutions to my clients regarding their work (finance, managing team, project...). I…
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Recommended workflow for testing/updating in one sheet and then moving updates to Live sheet
Here's my current workflow and I know there must be a better way. I have a TEST Smartsheet that matches a LIVE Smartsheet In the TEST sheet I make requested modifications to columns and formulas. Once completed I am manually modifying the columns and formulas in the LIVE sheet to implement the changes. This is way to time…
