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Renaming of attachments?
Good morning, I did a search in the Community, so apologies if this has already been addressed. Is there a simple way to rename attachments? We have several Word/PDF attachments and need to rename them to our internal naming convention protocol. The only way we've found is to download the document, rename, upload and then…
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Formula instead of cell linking?
Hi all, please note I've never used any functions like this so not sure if I'm asking in the right way. I have two sheets: Sheet 1 includes the following columns: - Project # - Start Date Sheet 2 includes the following columns: - Project # - Start Date (blank, needs to be filled with formula) How do I build a formula in…
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Lag between sheet structure update and Report Builder
I have seen this happen a few times .. I change the column names in a sheet and then go to build a report - the new column names are not shown in report builder. Sometimes it takes over 24 hours for the right column names to show up in report builder. See attached.. * Type field is shown twice in Report Builder * Task Name…
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Checkbox
Once checkbox checked in the smartsheet, some column should not edit how to give the permission. If anyone knows this please help us regarding this
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Resource View / Completed Projects
If a task/project assigned to a person has been checked off as 100% complete before the assigned deadline, is there a way for the Resource View to update in order to show that person being available during that time, without going to the sheet and updating the duration/end date of the task? This way that person could be…
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how to define who the approval is from multiples
I have migrated our Engineering change to smartsheets which is working fine. I now want to progress this by adding approval requests. We can get changes approved by 3 different people, so I have created an approval request which gets sent out once a box is checked to declare the change is ready for approval. At present…
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Cannot parse the Hyperlink function, unfriendly hyperlink import
OK, so the only way I have found to import a hyperlink is to do a lengthy workaround. When creating spreadsheets with lots of hyperlinks based off of a reference number, I use the hyperlink function to generate the links to URL by putting in the =HYPERLINK(domain,number) formula. This is way better than manually generating…
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Single-Use Checkbox (or dropdown) - Can it be done?
Hi all! I looked in the forums and I didn't come upon any which matched this - but if you're aware of a similar thread, please link to it here! We are looking to find a way to make a checkbox or dropdown option a single-use type thing. Basically - we track travel in a large sheet - and part of the information we collect…
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Limit the Resource View data
Hi Team, Wondering if I can 'limit' where the Resource View data is pulled from. I have several project sheets - which all work great into Resource View, however I'm trying to create a separate Project Sheet to fulfill a calendar requirement, but do not want THAT project sheet to 'count' towards the allocation - how would…
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Sales Pipeline Template
Hi I downloaded this template, it consists of 3 sheets, Dashboard, Report and Sales Pipeline. The instruction PDF seems to indicate that the Sales Opportunity form, created within the Sales Pipeline sheet, is the method for getting Opportunities in to the Sales Pipeline. Extract from ODF The Sales Opportunity form is how…
