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Charting on non-primary fields
I have an Risks, Action Items, Issue, Decision and Questions.. (RAIDQ) sheet. The description is the primary column (field). I have created a few reports using the RAIDQ as the source sheet. I want to create a charts in a dashboards RAIDQ by Priority, RAIDQ by Status, RAIDQ by Category. I am unable to select any other…
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Auto Email Notification
We are using the automated email notification to notify all shared users of changes to a sheet on a weekly basis. The email received by the person who made the majority of the updates does not show their updates, yet these are shown on the email received by all other shared users. I've not come across this issue previously…
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How to configure a project assignment and the assignment date and show the rest of the fields diseab
I have a problem. When Smartsheet sends the form on request to an area. I need to know if after receiving a project from a form, to be able to assign a resource and the date of assignment I can only do it from an update? or there are other ways of being able to assign people and date of assignment, automatically without…
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Collect Criteria not being filtered
My nested COLLECT function's Criteria does not appear to be working because the formula runs into errors when a duplicate date is found before the actual date that should be being pulled. =INDEX([Baseline Variance]5:[Baseline Variance]128, MATCH(MAX(COLLECT([Task Complete Actual]5:[Task Complete Actual]128, [Milestone Type…
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Use triggers from Smartsheet?
Working on a new workflow. Today's workflow is manual and based on emails. I'd like to use the webform to collect the required data (done) and then, based on specific conditions in the sheet fields trigger actions in other system - from generating email to open a service ticket etc. I watched the movie of the docusign -…
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Can't find forms as columns
This is my first day starting with SmartSheet so forgive me if this question is embarrassingly simple but I can't seem to find a video or an article anywhere which explains this. I selected a project management template and dowloaded the PDF instructions. One of the first things it asked me to do was to edit the form…
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Helper Column Parents and Tasks with 0 Children
I am using this formula in a helper column to identify which of my rows are "parents" however I would also like to Identify Rows that are Projects or also "Parents", but have 0 children " so that I can tag in conditional formatting along with my Parent Rows that have children. Can you help me create a formula that can do…
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Can I send a published link automatically every Friday to my customer?
I have many customers in different stages of the process. They each have their own sheet with their information and I would like to send them the published link to their sheet every Friday automatically to keep them up to date on the status. The link only has view rights. Is this possible? Thanks,
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Want to change our View By in Card View
When I am in Card View I would like to "View by: Assigned to" but the only option is Status. How can I get our Assigned To column when in Sheet View to act as the View By priority?
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Survey for each client project (multiple forms one sheet)
I have a set of surveys which we have been sent out through smartsheet, each on their own sheet. At the end of the year, I am required to export all results and consolidate them for a year overall report. To help streamline this I have created multiple forms in one sheet for this year. What I need is to be able to label…
