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Problem sorting report based on "Assigned to" (Contact List)
I am working on producing a report which pulls from a Task sheet (database) based on certain specific tasks and specific statuses. Each task has an "Assigned to" cell which contains a restricted list of contacts (our employees). I have been asked to sort the resulting report by the "Assigned to" column first, and then by…
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SmartSheet / ServiceNow interface
What is the interface between SmartSheet / ServiceNow and can it be an automated rather than a manual extract which can be extrapolated into reports from Smartsheet?
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Locking Details in Calendar App
How can I lock details in the calendar app, so users can't change the data but only view it? Thanks!!
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Report Viewability
So I have created several Reports and have noticed that when you add them to a Dashboard, anyone with Dashboard Access can view them as a Widget; however, When made a viewer on the Report itself, all the people see is a blank page. Do the Viewers also need access to the sheet the report is pulled from? If so then reports…
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If, Then Formula
Hi everyone, I've searched through the community but couldn't find the right solution. I need to feed specific sales metrics into a dashboard but want it to update, according to the Today column. I receive the previous months information on the 15th of each month, so the formula would need to cover a 45 day period. I added…
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What is the best way to backup my data in Smartsheet?
My company is adding a lot of important and senstive data to our sheets and I am concerned that one of our users might accidently delete data that we need. What would be the best back to backup all of our sheets? Is there feature that will automatically backup our sheets?
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Index(Collect(Match)) Formula Error
Hello all, Hoping someone can help me, I keep getting a "#No Match" error for my formula. I have a neighboring column with top 5 orders and I am wanting to mirror the date that these top 5 occurrences happened (using a date column that already exists in my sheet). My formula is, "=INDEX(COLLECT(Date:Date,…
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External Inputs
What types, if any, of external input from other programs is SmartSheet capable of handling/using? IE, is there a way to set up a sheet so that whenever a certain program updates its information your sheet does as well? If so, what types of programs function in this way with SmartSheet? Is it limited in scope or is there a…
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Document Checklist(s)
Hi all I am looking for the best way to create a document tracking checklist that tracks all necessary documents in our loan origination process for EACH applicant that may be on the loan. There could be 1 applicant or there could be 5. We could have individuals or entitys on the loans as well. I need to be able to pull…
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Needing the Resource View in Dashboard (Sights)
Am wanting to include the resource view in the Dashboard (Sights) but the widgets don't allow the inclusion of the Resource Management Views. Will there be one and one and if not, are there any other options including a smartsheet specific to calculating resource allocations much like the resource management view?