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Conditional Operations on Read Only Fields when Record is Modified
Scenario Two Fields Responsible Date Closed (read only) Requirements 1) When the record is updated, if Responsible equals "Closed", automatically populate Date Closed with TODAY() 2) When the record is updated, if Responsible does not equal "Closed", automatically populate Date Closed with blank What tools/methods can be…
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Formula will function in Excel but not SmartSheet
For some reason I am having trouble getting this formula to function in SmartSheet (even though it works in Excel)... I am wanting to populate a "Y" in 'Valid Approval?' column only when one of the following 2 situations occur: 1) 'Primary Approval' says "Approved" AND 'Secondary Approval' says "Approved" 2) 'Primary…
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Admin Access to Everything?
Is there a way that a Smartsheet Administrator would be able to gain access to all sheets/workspaces, even if not specifically shared to the admin? I am asking in terms of access controls, so we can put a control in place where the admin ensures no PI or Confidential informaiton is being added. Thanks!
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Adding together multiple COUNTIFS?
Hey everyone. I'm trying to implement a formula that will allow me to reference two ranges from one sheet and follow the specified criteria that is given to them. My most recent attempt; =COUNTIFS({Unit_Type}, "CP2 - Double", {ACCS Overall}, [T2]26) + COUNTIFS({Unit_Type}, "CP4 - Double", {ACCS Overall}, [T2]26) +…
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Formula to automatically check a box when a certain cell is populated
I am trying to get a column to automatically check a box when certain cells are populated in the same row. This is linked to an update request situation. Basically, when an update request is fulfilled, OR when a certain cell has information in it due to the update request being filled, I would like a certain box to be…
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At-Risk Flag
Good Day All, I am wondering if there is a way to apply this format to my sheet. I want to be able to move a task to the executive dashboard automatically/ real time. For example, I want to be able to mark a task as at-risk and the task will move to the project dashboard automatically. I am still completely new at…
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OR function to check a box
I am trying to get one box to check under one or another conditions. 1. when a certain cell has any text 2. When another certain box is checked The function I came up with follows, but it doesn't seem to work. There might be one small tweak I need to make, but I am still new to making formulas. Thanks for your help!…
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MS Access - cannot edit a linked Smartsheet
I have an MS Access databases set up with the Data Connector. I can link to my spreadsheet and read it, but cannot edit nor append to it. Normally, when linking via odbc to an external data source, MS Access will show a popup stating that the use must select from a list of the linked table's columns to act as a primary key…
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automatically export and then delete rows
We use SmartSheets to collect a large amount of data using a form. We reach the Smartsheet size limits almost weekly. Currently we log in each week, export the data to excel, and then delete rows based on a date criterion. I have looked at Zapier. It looks like I can have it email me the data in excel but the free version…
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Summarizing from multiple sheets (count, drilling down, etc.)
I've been searching the Community section but am having a hard time finding the exact answer I'm looking for, so I hope someone can help. I haven't worked with Reports or Dashboards before, so I'm just not sure exactly how to set up my sheets for this new project. My company is conducting reviews of our office locations a…
