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Keeping Parent Card / Subtask relationship when moving card to another sheet.
Hello everyone. I was wondering if there is a way to keep the relationship between a parent card and its subtask intact when moving a sub-task between sheets. In our case this would be various departments who are assigned a sub-task then the card is moved to that departments board. When complete, the department would move…
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How to manage Order with multiple items
I'm creating a form to collect Order information from users and facing a difficulty with an order having multiple items. I want to create a form which allows users to input multiple items in one order request. Each item will have each price and quantity. How can I do that in smartsheet? Thanks.
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Feature request: copy share link to clipboard
I would love to save myself a few clicks by having the "Secure sheet link (accessible by shared users only)" link available in the main UI. My mock-up of this would be something like the attached. A user could just click that small hyperlink icon and the share link would be copied to their clipboard for pasting. I do a lot…
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Production Data Report
I am looking for help on setting up a dashboard of sorts to summarize monthly production data. What I have now in excel is that I can select a month from a drop down menu, and then the data fills into several tables I have made based on the selected month. Is there a way to have a similar setup within smart sheets? I…
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Copying Links of a single cell to multiples on another sheet
Has anyone else had a problem copying a link to one reference cell to multiples on another sheet? We have the problem of trying to link a single reference number on a master sheet to a group of candidates on a second sheet. Functionality-wise I want a change in the master board to immediately update on the secondary list…
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Yet another RYG Balls Question
Hi all, Can someone either let me know or point in the direction of a post that would assist me in solving for the following. I am trying to create a formula that would: * Return red ball if date in a column titled "Last contacted" contains a date that is 30 days or over. * Return a yellow ball if the same column has a…
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Date Calculation \ Automated based upon cell value
Good day Everyone: I have a field set up with automated current date, that is used to calcuate\count the # of days of task duration based on current date and task start date. trying to figure out a way to have Actual duration stop counting once the “Sate” of that task.. reflects “Completed”. Or Actual Duration stops…
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Sheet customization
Hello, Smartsheet team: I would like to know if is it possible to customize each sheet with its own logo and colors? Or you can only set a theme in general? Thanks!
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Approval workflow with consolidated multiple rows
I am looking for assistance with a workflow that gathers approvals using multiple rows as the source. The challenge is that I'd like the approver to only receive a single email with all their required approvals. The data looks like this: Supervisor Employee Item Approve/Reject Debbie Kathy Pancakes Debbie Kathy Eggs Debbie…
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Sort columns by color
Hi, Is there anyway to sort columns by fill color or text color? When we need to draw attention to certain items in Smartsheet In Excel we use color coding to sort. That ensures that the specific criteria requested will be presented on the top...(not all the criteria are the same ex. by date, so conditional formatting…