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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…
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PMO Template Sharing
Hello all, We have been using SmartSheet mostly for data tracking on requests and proposals. However, our current project management system falls well short of our needs. I am in the process of setting up a Project Management workspace that will include the templates for the various documents needed for the project…
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text only column
I want to use a web form to populate Smartsheet. I have a field called "Section Number" that requires a text value. It is a 3 character field that will contain numerical characters like "001" or "020". I want that to be displayed as a text value in the Smartsheet cell. How to I accomplish that?
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Project sheet: put a start/finish date on parent row without editing children
There is a restriction on the standard Project sheet template currently: if using the provided "Start" and "Finish" fields, users are not allowed to add a value to a row that has children - instead, the values must be entered in the lowest grouping of children, which will then roll up. My issue is that not all the rows I…
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How to send a notification to a selected recipient
How do I get SS to send a notification to a contact whose name has just been selected from the list and entered in a webform? Like, when column [supervisor] is set with a particular name, please notify [selected supervisor] of this change.
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Update Requests: Search by recipient and unplanned reminders
I am using update requests quite a lot, but they are not for recurrent type activities. I would like to think they would be recieved and acted on, so I don't set up reminders. My problem is that recipients are working across many production jobs, and not reporting activity consistently, using the Update Request system.…
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dates on top of bar graph
How do I change the dates on the top of the bar graph to be weekly instead of every three months?
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Removing Users and Transferring Ownership
I'm a new Smartsheet user and I need to remove 7 licensed users from our account and transfer ownership of about 200 sheets. I've downloaded the user access summary sheet and I see the name of the sheets they own, but I cannot tell where the sheet is located. We have may thousands of sheets in our account to sort…