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Index, Match, Parent
I'm trying to dynamically change a cell's value depending if a checkbox is checked or not. Directors of a project would like to know what stage a project is at and if that stage is on target or not. Where I'm running into trouble is the directors only care about the Parent Task and not the child tasks. This is what I have…
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Smartsheet - Salesforce Connector
Context: In Smartsheet, I have a project intake sheet with many columns of data related to each project. I have set up a workflow in the Smartsheet-Salesforce connector that routinely syncs over relevant data from Smartsheet to Salesforce opportunities and vice-versa. Problem: I am having trouble syncing over the column…
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CountIFs Formula Help to Show Number of Resource Open, Closed and Overdue Tasks Across Multiple Acti
I need a COUNTIFS formula (I think this is the best option based on research) that calculates all of my technical resources task status for all of the projects. An example is below. I have 4 current projects and 7 resources. Please see the screenshot for an idea of what I'm trying to accomplish on a Metrics sheet that…
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SMART Sheets for branch audits
Can anyone support? I want to use smart sheets for auditing several branches in our company. Has anyone done this and can share an example?
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Best practice question
Hello, I'm new to Smartsheet as of this week and am getting the hang of things, so please bear with me: What I have: * Large datacenter project involving nine teams* technology inventory for each team * Risk Register report * Migration scheduling report * Dashboard for project health specific to their team What I want to…
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Cross-Link Dependencies
2 issues How to cross-link dependencies between separate project management sheets How to see these cross-link dependencies in a summary sheet I looked into these 3 sites for cross-linking dependencies, but I've hit a wall with resource management https://www.smartsheet.com/blog/support-tip-cell-linking-master-gantt…
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SUMIFS, cross-sheet reference based on dates.
Sorry if this is a duplicate. I couldn't find an answer that fit my problem.. Formula: =SUMIFS({AccHours}, {ShipDate}, <=Date3, {completed}, <>"x") All references are from another sheet except Date3. Date3 is a formula as well, which is TODAY()+2. This works in Excel, but doesn't seem to work here. I don't get an error,…
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How to update dates to a new future date
Hi I use smartsheet as payroll check system. I normally maintain a group name, pay date, direct credit date. For some groups we pay weekly and for some we pay fortnightly. How do i automate date column with future date once i complete the payroll on certain date. Example Group Name Payroll preparion Date Direct Credit Date…
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Prevent deletion of rows if it contains locked cells?
We are trying Smartsheets for a project and are running into a major issue. The sheet contains checkboxes of things to do, along with dates, and who did the particular task. It is crucial that the 'Task' and 'Date' columns be protected. Unfortunately, we're finidng that if you are an editor, even though these two columns…
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Barcodes count and verification
Hello all, I'm looking to implement a process where I can count how many times a particular barcode label has been scanned. This will help me to verify that all the items that belong to a single unit are leaving the workshop after going through the fabrication and painting process. Can you think of a process using…