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Need the ability to filter reports based on project status
Here is what I need. I have about 50 projects within a workgroup that I am trying to manage. I have a report of tasks that are due within the next 5 days. Took some cluncky work to differentiate tasks vs summary tasks, but it was easy enough to do. Next issue / challenge. When a project stalls for some reason or another, I…
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Macro like functionality
Is there any method planned that would enable a change to trigger other changes. For example, I'd like to be able to cut out a step in one of my sheets whereby if I mark a task as complete that it would automatically change the % complete column to 100 (and vice versa).
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Automatic Staff Details
Hi All Is it possible to have detials auomatically filled in for a person. Eample i select person x from a drop down list to work on a course, the spreadhseet then gets the phone number and email adress of person x from a sperate spreadhseet and auto fills it. Thnaks in advacne for your help. Matt
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Communicating "definitions or conventions" SmartSheet
All, I am new to SS. As I post a roadmap in SS I would like to communicate "definitions" in help text or somehow to the viewers of the SS. For example, I will have color flags to provide project status in terms of scope, schedule, cost, etc. How can I help the viewer understand my definitions for green, yellow, red?…
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Column Dependencies/Conditional Formatting
Is there a way to have one column populate data based on information put in a second column? For example, I have 2 columns "% Complete" and "Task Status" I would like that if the % Complete is at o% the Task Status would auto-populate to say "Not Started". And if the % Complete is 100% the Task Status would automatically…
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Webforms
I have a sheet that I've already created and I only need non-smartsheet users to fill out the address column. Can I make my current sheet a webform and require them to enter data into an existing cell by selecting their names?
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Exporting to DOMO - columns being read as Text not Number
I currently have smartsheet connector to DOMO to create reports; however, the columns that contain financial data come over as text because smartsheet's column properties are Text/Number. Not Text, Number separately. Anyone know how to make this work? or a workarond? Thanks
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Alert User in Row if Date has Past Due and not Complete
I would like to send an alert to the person "assinged" to the appropriate row the day after a "Due Date" IF a "Status" column has/doesn't have a value(s). For example, "Send 'Assigned To' and email reminder 1 day after 'Due Date' IF 'Status' does not equal 'Completed; Canceled.'" I want to target these communications to…
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If N/A checkbox is marked note % complete as 100%?
I have a "Not Applicable" and a "% Complete" column. I would like to create a formula that will automatically set the % complete to 100% if the Not Applicable checkbox is marked. Any suggestions? Thank you!
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What formula to add to a "Days Remaining" field to pull from a date box
Hello, I am trying to create a formula for a column that will determine the number of days remaining from an expiration date. Furthermore, if possible, I would like a status indicator (green, yellow or red button) to remain statically green until the "Days Remaining" field gets down to 30 days remaining. At this point, I'm…