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Sharing Contacts
We currently cannot share our contact list with other users. This is very cumbersome for our company. We use Smartsheet to create a punch list for our vendors. We need multiple users from our organization to enter in punch lists for peoples, however, since I cannot share my contact list with my colleagues, we end up having…
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Workflow to PDF
Hi, I am trying to figure out how to take data and pictures submitted via a smartsheet form and have it automate into a formated PDF. It seemed like there was a workflow that would allow this, but I am struggling on making it happen.
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What licensing is required for collaborators, commenters etc please?
Hi, I have searched but can't find a definitive answer. If I create a project plan in Smartsheet and want people to comment, update or collaborate in general, which of those need a paid license please? To clarify, in this scenario the creator of the plan would have a business license. Many thanks.
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AI text summary of a sheet progress/changes
Imagine you are a project manager, managing multiple projects/sheets. You have set up a dashboard that aggregates information from said projects. To make things easy to your CEO and other stakeholders, you'd like to generate a 500 word status report for each project that can be included per project on the dashboard via a…
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Please Help
I am trying to use this formula- =IF(CONTACTVALUE({Hardware}) = "Andrew Mattos", [Points Bucket]@row - 10, 0)- Basically I want it to search my TR Project sheet for the Hardware column and if it see's Andrew Mattos contact to subtract 10 points from my point bucket column in my data sheet. It keeps coming back Unparseable.
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RAG Status
Hello! Newbie here :) I was wondering if someone could help with a formula I'm attempting to put together to calculate a RAG symbol status for individual tasks as well as the overall project plan. Individual Tasks: If status is complete = blue If status is in progress OR not started AND end date is today = yellow If status…
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Allow formulas in Assigned To when Resource Management is enabled
Currently, with dependencies enabled the Start, Finish, Duration fields do not accept formulas. Additionally with RM enabled (including the new Resource Heatmap), Assigned To can no longer be formula driven. Use case: when our Marketing team generates a copy of their campaign sheet, they have a number of pre-set tasks that…
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Recover Data Shuttle workflows
For large organizations, allow Admins to recover the sheets, automation workflows and data shuttle workflows created by users who have left the organization and assign them to other users who took over the respective role. Currently, the only option is to start over, which involves not only time and labor, but also…
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Sorting by Grouped Status with a custom order
I'm working on a report that has the usual project status "On track, Paused, On hold, In Queue, Delayed Start" etc… I currently have a list of the project name as a line item, then grouped by applicable status. That said, when "sorting", it doesn't give me the option to see which goes at the top or at the bottom, and…
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What's best practice for managing multiple variations for a date?
I'm working on a sheet where we need to capture several variations for each of 3 date columns (e.g., Drafted Date, Reviewed Date, Approved Date, etc.). For each of those dates, I need to capture the baseline, best case, worst case, current estimate, and actual. As you can imagine, it's a bit unwieldy visually and a little…
