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Summarizing a Customer Satisfaction Survey that is ongoing with monthly reports
I have created a Customer Satisfaction Survey with 12 questions that use a 5 point Likert scale. (Strongly Agree / Agree / Neutral / Disagree / Strongly Disagree). I have tested the web page and it all populates the SmartSheet fine. Additionally, the first 5 questions are about the sales person, the second 5 are about the…
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Auto-fill is outdated
The conditions that formula auto-fill performs in are ridiculous (based on the row above/below). It's incredibly temperamental and not fit for purpose. Likewise if you copy a formula down a column, I'm experience the following problems: * When you add a new entry into the card view, it adds the result to the end of where…
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Auto Number Formatting
Hello everyone:) I currently have a sheet populated via a web form. There are several people assigned to tasks. My goal is to have an auto number column to populate a prefix & suffix, based off the person assigned & their corresponding ticket number. I don't know if this is even possible. Lets say I'm assigned a task, the…
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Return a cell value based on multiple variables
I am having trouble working out a formula to put into a cell. I want the cell to change, based on the value in a cell. If the 'status' cell in my document is marked as 'complete', I want to change a cell at the end of the document to 'Complete'. If the status cell is marked with anything else other than 'Complete', I want…
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Linking Cells and then Sorting Source Sheet
I am working on creating a master list of events, that pulls data from 2 source sheets. I worked out the linking, but when the source sheets are re-sorted it messes up my links on the destination "master list". Is there a way around this? The source sheets are not able to remain static pages and will be used and updated…
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Countif Query
Hi, I currently have the following formula which is used for counting how many jobs we intend to complete on a day: =COUNTIF({Realistic Completion Date 4}, {Realistic Completion Date 4} = TODAY()) This works fine, although there is a scenario where we often add things to the job, which is identified by a letter A in the…
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Weekly Update Text Column
Hi Community— Need some advice. My team uses an Excel spreadsheet to track account updates. Weekly we add a column to the right and the team inputs a paragraph of text. So the existing Excel sheet is up to column "AH" since we are at calendar week W42. So next week ... "AI" and so on. The previous week's column is then…
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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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Auto Assign Subtasks
I am trying to use the Kanban view to allow a team to see a task with sub task checklists. Is there a way to auto assign the sub tasks by who is assigned to the parent task? Darin
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Issue (or task) list, associated with a project
How do you guys manage issues for a project? I'm wondering a way to attach (or associated) a issue (could be task) list at a project sheet level. Thanks!