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Automating Email Alerts for Multi-Stage Document Review
Hi, I’m looking to set up email alerts for two stages of a document review. I’ve currently configured IF functions so that, once the ‘Document Received’ checkbox is selected, the status in the ‘Primary Review’ column automatically changes from ‘Not Started’ to ‘In Progress’. Stakeholders then tick off the relevant boxes in…
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Resource Workload Tracking
Is there a way to take the expanded view (I think it's called Workload schedule) of Resource workload tracking and embed it on a dashboard? I do not have the additional premium app of Resource Management but am looking for ideas for how to see my portfolio of projects with all resources assigned. I have turned on workload…
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How to create Icons into a Dashboard
Wondering if anyone knows how to include a link on a Dashboard to other Smartsheet grids/ reports with icons (not just a list)- here's an example :
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% of check boxes
I am trying to make the row 20 box thats selected to display a % of the check boxes in rows 2-19 that are selected. I have tried a couple formulas none work. =COUNTIF([Complete]2:[Complete]19, 1) / COUNT([Complete]2:[Complete]19) =COUNTIF([Complete]2:[Complete]19, "true") / COUNT([Complete]2:[Complete]19)
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Adding a secondary sheet into the equation
HI! I have the below formula which is pulling info from a sheet and giving me a percentage based on the p/f in a column. I have a third sheet that is the same info as the p/f sheet this is based on (technically the archive of this one) that i would like to add in as included in the percentage. So basically my formula needs…
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Row Menu "Send" Option Not Working
A colleague of mine and I used to use the row menu "send" option with years of success. It would email the row data to an email address of our choosing, but it no longer works. A couple of new interns we hired use the option with 100% success. I have tried all of the solutions found online and have not found a solution.…
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Counting items created within a certain date range
I am trying to create a formula that counts the number of rows that meet a certain criteria. In this instance, i have a date field called "Created". I want to know how many rows were created in the year 2025.. Any thoughts on how i could accomplish this? I appreciate it.
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Embeding forms into a dashboard that is part of a Control Center Template Folder
Hi, I'm finding difficulties when trying to embed a form into a dashboard that is part of a template folder for control center. Due to the fact that this form is embeded through a link, the form keeps it's original destination sheet when a project gets provisioned and the new dashboard gets created. In other words,…
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How do I fix contact names not appearing in the cells of a sheet?
When selecting a contact from the dropdown list in a 'Contact list' type column (used to assign leads for tasks), only the email address appears in the cell when a contact is selected, but in the address book the name + surname and email address is listed for each person. How can this be fixed? Thanks
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Control Center/BluePrint and Hyperlinks not working
I am using control center / Blueprint to provision new projects. For clarification, we have a set of 8 templates that whenever we start a new project, the Control Center/BluePrint process creates a new project folder, copies in the templates, adds rows to 2 other sheets and establishes the links from our project folder’s…