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Reminders based on multiple criteria
Hi, The only trigger available is based on dates which is fine but I need to add a condition such as "unless item closed". Do you know of a way I can achieve this, first of all is it a feature available? Thanks,
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Create a Help Desk in Smartsheet?
Anyone have experience in creating a Help Desk in Smartsheet? We are trying to find a solution to give our customers a way to reach out to us with issues (not necessarily IT-related) and have the ability to track each. Anyone have a template they could share? Thank you in advance!
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Multiple users in the same row
I understand that SmartSheet is great for sharing data and allowing multiple people to work in the same sheet at the same time. How does SmartSheet manage if 2 people are in the same row working? Is there a way to have rows lock when a user is in the row working? We had an issue where 2 users were in the same row working -…
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Multipal projects using one resource pool
We use MS Project to manage over 30 projects using one resouce pool. We also cross link certain tasks between these project. eg. Every project has Engineering yet we can not work on them all at once thus we link between projects to create a good view of their schedule. I am not finding where Smart Sheet can do this. Then…
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Rollup report missing rows
Can't figure this one out. Hoping someone can help. I have 6 sheets for various projects we are working on. Each sheet has at least one level of heirarchy and some have up to 3 (parent/child/grandchild?). I have used cell linking to create an "amalgamation" sheet that lists all of the projects with their related…
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Drop Down Lists
I am new to smart sheets and way behind my fellow community members level. I have a database spreadsheet for tracking new product development. Question: can you incorporate a drop down list into a smartsheet. Appreciate your advice and apologies for the simplicity of the question. Reagrds, Mark Quillinan
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Emailing report or report link... what schedule options?
I have set up reports so that users will only receive notifications on rows tied to them. What are my scheduling options? Can I have the report sent when a change is made? Or does have to be sent once a day (or whatever the schedule you pick) whether there is a change or not?
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smartsheet and Enfocus Switch integration
I'm a new user and with my basic understanding I can see the potentential of Smartsheet and Switch downstream. For example the data from a form could be picked up by Switch using email notifications. My question; has anyone managed the reverse? Smartsheet accepting data from Switch and merging it with an existing sheet.…
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Reports Error
Hi all I have been using the same report now for a while and never had any issues tll now. I am running a report off a tooling equipment list and I have a date cell that automatically caculates when it is due for re calibration. The report I create is "if the recal date is today, overdue or in the next 28 days". Problem is…
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AIA Forms
We use an AIA form process for the pay applications in our industry. I am wondering if anyone else has been able to implement an AIA form in a sheet?
