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Best way to report a top of funnel of requests metric
Hello, We are using Smartsheet as an intake form of new projects. What I need to do is do a COUNT of all the projects that came in for this week and also by product type, and region request. However, the only way I can think of doing this is to pull a report that looks at the created date and 7 days back, but I know you…
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Formula does not always recognize "" for blanks?
I have an odd one that hopefully someone can shed light on as i am going a bit crazy :) I finally figured out a formula i have been working on for few days ... strangest thing it seems to have been the quotes that i was using ??.... I used the quotes (directly to the left of the enter key with shift ) as a blank and i…
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Change Control Automation for I.T.
I would like to create and automatic a change control process for I.T. As the VP MIS I want workflow with control criterias build in based on the change requested. E.G. if its a level 1 or a critical system or downtime etc. It would come to me. E.g. if it's an update or level 2. I can go to my I.T. manager. Is that posible…
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Formulas Across/Within Sheets
Building an employee hiring database (sheet 2) off our hired applicants sheet (Sheet 1). After typing an email address in the first column of the sheet 2 , it should populate 4 or 5 subsequent columns across the same row in sheet 2. The column information and email address are both included in sheet 1. I have tried many…
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Resource management - split task
Hello, I have a question. Is there a possibility to split a task? for example, I have a task with 4 days duration and this task will be assigned to a person. He is working 5 days a week, but the 3rd day he has a day off (task 'day off'). Is there an easy way to split the task to monday, tuesday, thursday and friday? Thank…
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Share sheet as a copy - Consolidation
Hello everyone, Starting with Smartsheet, I don't find any documentation about distributing a new and unique sheet to collaborators. The idea is : * I build a main spreadsheet, and I want multiple collaborators to fill this sheet individually * I want to keep track of all the status of certain indicators for each…
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ERP System
Can someone please advise if Smartsheet links with an ERP system? Is there one software that is more recommended with others? I did see that there are some integrations with ERP ( Acumatica, Meisterplan, etc). Are there others that I may be missing? Please advise thank you!
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How do I change a user's login name
What is the correct process for changing a user's login name after they have a name change (marriage, incorrect spelling when created, etc) I see I can change the first name / last name, but I'm not able to find out how to change the login / email address.
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Search for specific user
As the owner of multiple sheets, reports, sights, etc., is there a way to search all of these where a specific person has been given permissions? Simply put, we have a team member leaving the company and I need to remove this person from any all sheets, reports, sights, etc. and I am hoping not to have to open each item to…
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Client Invoicing
Hi, I just signed up to the trial of Smartsheet today, so I'm very new to all of this. I'm wondering if we can use this for client invoicing. As a start, I have set up a sheet that lists employees, which includes a "Client" column to whom their time should be billed. For each employee, I have set up a separate time sheet…