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Tracking Data / Shared Sheet
Hi! I'm really enjoying Smartsheet and glad we decided to go down the path of subscribing. While I was getting certified I found so many neat features and my mind just filled with all the things I could probably use various aspects of Smartsheet to accomplish. I ran into a limitation in my own scope that I'm sure…
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Forms with multiple levels
Hello, I'm hoping for some advice on how to create a form with multiple levels. By levels, I mean that some of the information submitted on the form will stay the same and can span many line items on my grid. That would be one level, and the second level would be additional information that would be different per each line…
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how to receive excel file notification for the newest update in smartsheet ?
Hello, for the current smartsheet, for each new/update records in smartsheet: we receive an email notification for these updates. that is great.., however, in stead of receiving an email with all the new/update records on that email. are we able the send all the update/new records as an attachment - (excel format) via that…
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Alerts & Action notification
Hello, I am trying to modify the Alert&Action notification which I receive when someone updates the sheet via form. This sheet has around 50 columns which need to be updated, and form updates them regularly. However, I would like to receive a short summary of the 15 fields of most interest but it seems that notification…
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Status Update -- Auto Update the icon with a Rule
hope you may assist as I've seen you post about other Status formulas. I'm trying to write the "IF" statement to look at status update the Icon to Red, Yellow, Green or Blue =IF((AND([% Complete]@row <> 1, TODAY() - Finish@row > 1), "Red"), IF(AND ([% Complete]@row <= .75, TODAY() - Finish@row =< -5), "Yellow"), IF(AND [%…
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Salesforce ServiceCloud Users/Connections
Hi Smartsheet Community, We're thinking of some use cases for helping Smartsheet users utilize Salesforce ServiceCloud data more effectively and efficiently. Any Salesforce ServiceCloud users out there who would be willing to chat with us and give us feedback on our use cases? Even if you don't use ServiceCloud but know…
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Need your advise on Nested if
Hi All: Need your advice on the following problem. I have three columns [RUN/INVEST], [MUPOR] and [CHECK] in my sheet. I also have two separate data sheets SHEET1 and SHEET2. And I want to write an if else formula as below for [CHECK] column values if ([RUN/INVEST]1 = "Invest") then {Look for [MUPOR]1 value in column1 of…
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Unable to lock smart sheet filtered data in excel
Unable to lock smart sheet data in the excel once I export to Excel - I am loosing all the filters which I applied in the smart sheet. Need some help/advise.
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Setting chart colors before all options have values.
Hi, I am trying to show a series of data statuses. Currently, all of the status are "Open" (work has not started). I have all of the options selected as data for the chart, but SmartSheet does not allow me to assign a color until the values are greater than "0". Is there any way I can preset these colors so that when the…
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Using Excel as primary data source
I've been reading about the Live Data Connector feature in Smartsheet, but it doesn't sound as though it will solve my dilemma. I have a situation where highly confidential data in an Excel worksheet cannot (per policy) be stored in the cloud. However, not all of the data in the worksheet is highly confidential, and I…
