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Manual Workflow Trigger for Time Base Automations
Hello all, I was setting up a Workflow to trigger based on a condition at a certain time of day. It did not work, which is fine it was a test, but now in order to run that same test again, I have to move the trigger forward an hour and wait for it to reach that time. (Function is to clear a checkbox daily) Since I am…
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Creating a Master Project List and Dashboard
Hello, I would like some help in designing a Master Project List, and a Master Project Executive Summary Dashboard. We have a Roadmap that contains each functional area's main projects/initiatives. Is there a way I can build a formula to have all the information from each road map combined into one Master Roadmap... Which…
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Cell Linking from a Form
Hello I am trying to do cell linking from when the information is entered in from a form rather than directly onto the sheet itself. When I do this it adds the information onto the sheet however it moves the cells I am trying to link down to the next row and will not transfer over the information. Is there a way I can do…
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Default view when a user opens a sheet
Hello! What is the default view for a unlicensed user when they open a sheet? (In regards to collapsed and expanded rows) Is it the same as the last way they viewed it, or how the last user had viewed it? Here is the specific question from my colleague: "Usually when I'm done with a set of tasks I like to collapse them…
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How do I count how many projects are "In Progress" or "Completed" ?
HI There, I feel this should be easy to figure out but i cant seem to! PLEASE HELP?! I have a column called "STATUS" , I have a drop down menu with the following under Status STAUS On Hold In Progress Cancelled Completed How do I show / count how many projects are "on Hold" or "Completed" or "Cancelled" Ideally this will…
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Status Circle Automation
Hi, I am using status circles for a high level status report. Is it possible to automate the 'Overall' Status Circle based on the colors in the other measures (budget, timeline, scope, KPIs, value). For example, if 4-5 of the metrics are green, Overall is green. If 3/5 are green, Overall is Yellow. If 1-2 are green,…
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Due Date Automation for Tasks
Hello: I have 2 quick questions regarding how to best automate/populate dates for project management timelines. Is there a feature (or formula) within Smartsheets that allows you to specify if a task is a reoccurring item? For example, if on the last Friday of every month, we are to pull a client report, how do I set that…
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3 condition formula- Help
Need help with a formula, 3 conditions- 1) Recognize first 3 digits of "ticket number" (EX: "LEG", "ONB", "REV") 2) Recognize when a task is past due 3) Status not "Complete" or "Not Applicable" What I have so far: =COUNTIFS({KIM- Project Plan- TEST Range 3}, "LEG", {KIM- Project Plan- TEST Range 1}, >TODAY(), {KIM-…
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Can Formulas Reference Reports?
I'm trying to see if formulas can reference reports or just root SS. I ran a report for all late tasks assigned to all people in a department. I then wanted to use a COUNTIF formula that would sum up all the late tasks of a certain person. When I go to do that and the formula asks me to reference a sheet, I am only…