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Update Requests
We have an automated update request created, however, when it is triggered it sends a link to update all fields that need updating to all contacts within the sheet - as a result they are not using it as they cannot see which action is theirs to be updated What we would like to happen is that the update for that row only…
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Using a modifier to derive month (formula de-bugging help
Ok. so I've set up a rolling dashboard built around the today function - something like this. Everything rolls over automatically as it all references TODAY() to determine the various derivatives. (see screenshot) It's great, but doesn't scale (yet). The Month column uses this right now - =IF((MONTH(TODAY()) + Modifier5) >…
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Countifs with find
I have 2 columns (Stage) and (Courses) Courses is a multi dropdown, stage is a single drop down. I want to count how many people are invited to Fundamentals 1 vs how many have completed or certified in a rollup sheet. I am either getting unparsable or invalid This is on a rollup sheet that points to the working sheet.…
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Link to a Dashboard in an automation alert
I am sending out alerts based on a cell being changed. I would like to customize the email that gets sent to include a link to a related dashboard. Is there a way to make this a hyperlink that can just be clicked to take them to that dashboard?
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Help with formula to populate a quarter (text) based off date field.
Hello! I've searched many posts on the forum and can't find a solution. I'm at my wits end, any help would be very much appreciated! I am looking for a formula that will show a text result of Q#-YYYY based on an entry in a date field ("Expected Delivery Date", which is using the standard SmartSheet Date column. I can't…
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How to loop through workflow
I'm having a problem creating an approval flow. When the approver denies the flow, it automatically sends an email to the one who requested the approval asking him to clear the wrong field. I need that after the field is arranged the system understands that it should again send an email for approval. I do not want to…
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Flag overlapping projects based on RYG ball
I've looked and am unsure if smartsheet is even capable of this, but can I turn on a flag based on if a new rows start date falls in between the start date and completion date of any other row? I'm also trying to have it triggered ONLY when the complexity (RYG ball) is red. Am I far off with this formula: =IF(AND([Start…
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Question regarding guest accounts
Hi All, I am a member of my organizations IT Support team and I am currently researching an issue reported by one of our internal users: We have a user outside of our organization that has been invited to work on some smartsheet documents with some of our users. I believe this is through a guest account that was given…
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Importing\Uploading Information
I know you can create a sheet by importing a document into SmartSheet and having it auto-create around the information; however, how do you continue this? IE You take a sheet from Excel, that will continue to be used, and import it into SmartSheet, then you want to update the information in the SS later by just…
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Automate RYG Balls based on % complete and start and end dates
I would like to have the RYG balls automatically adjust based on the percent complete and start and end date. For instance, if my task is set to start on 10/2/17 and end 10/13/17, if my % complete is less than 50% by midway between the two dates, to turn yellow. If my % complete is less than or equal to 90% by the end date…
