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therapy caseload/client data tracking... anyone have success with smartsheet?
Hi all, I'm an Occupational therapist for kids with autism. After the pandemic rendered our therapy office paper data filing system obsolete(I couldn't access it from home), I determined to make the move to digital client records Smart sheet seemed like a user friendly option over excel I'm looking for a basic set up that…
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Index Collect that excludes previous values in returning sheet
Hello- I am attempting to create an architecture where employees are auto-populated based on role. I have a sheet with the entire orgs employee list that contains names, employee numbers, and titles The working sheet is attempting to pull in all people of each job title. Each row is a job title (same title with multiple…
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[RECAP] Breaking Ice and Breaking Barriers with Special Olympics Washington ⛸
Earlier this month, we welcomed Special Olympics Washington athletes to Seattle Kraken Community Iceplex for the second annual Breaking Ice and Breaking Barriers event! It was an amazing night, celebrating with our partners our shared goal of creating an inclusive community, changing how the world works (and plays). Thank…
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Sharing Templates
Hi, I would like to share multiple templates that I have designed so others can use within my company. Does Smartsheet have the capability to share a blank template?
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Can you add an approval or action button directly to a notification?
Hello - I am new to Actions and Alerts. I would like to set up a workflow to allow our team to submit travel requests for their managers for approval. I have my form and sheet set up fine, and the workflow seems to be working correctly and notifying the indicated approver via e-mail. However, it looks like the approver…
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Any Smartsheet users from Chicago area?
Hello, My team is looking to connect with other Smartsheet users to share ideas on how we leverage Smartsheet to manage tasks and projects. Now that our department is growing, it is crucial that we refine our Smartsheet work space and how we organize our work in portfolio style for each team: operational tasks versus…
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We're doing something that's never been done in F1. Help us power work that matters.
Community, as an official sponsor of McLaren F1, Smartsheet has been given a permanent spot for our logo on their cars. But during the upcoming Australian Grand Prix on April 10, it's not our logo that you'll see. We're giving our spot to DeadlyScience, an Australian nonprofit that provides STEM resources and learning…
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Help with counting formulas and exclusions
Hi there, I'm trying to create a formula that would count all instances where a certain option is selected from a Multi-select drop-down and then it would subtract any instances if a certain category has been selected in another column. For example: This formula gives me 13 counts: =COUNTIFS([Curatorial…
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editing across sheets for text consistency
Hi all, I'm not even sure what to ask for, other than help. I have three key sheets that contain many of the same fields. I've (finally) figured out the Index Match formula to pull matching field in from another sheet (there was much rejoicing!) but now am needing to be able to edit the info. Is there a way to do that…
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Alert When Number of Rows with an "Open" Status Goes Above 300
Hi there! Has anyone tried this? We have one case for each row and they have basic open and closed statuses. Higher management wants to get involved in monitoring the list when the number of open cases goes above a count of 300. I added a hidden column with an if statement that will turn 1 when the number of open cases…