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Storing documents in a folder, in a Workspace
Looking for best way to share and store documents (Word, Excel, Visio, PDF, etc) inside of a workspace. .. Ultimately, would like to have a tree of folders that will serve as a Data Room for a particular project. Has anyone tackled this previously? Any way to make it work effectively without having to attach to rows and…
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Formula
I'm looking for a formula that would let me update the status column when the %Complete has a value entered. It should read if 0% is entered Status would be not started; if a value of 1-99% is entered then it is in "Progress" in the status column. If the % Complete value is 100% then the status column would show "Complete"…
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MS Flow Integration
I am currently trying to use MS Flow for workflow task automation for various projects. Does any documenation exist on how to access the data within the sheet? It appears that the dynamic data available only presents a limited set of items that are not detailed enough.
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Calculation from number in a checkbox column
I'm trying to create a column that would allow some groups to report progress as a percentage and some to simply check a box for 100%. I've written my formula, but as soon as I enter a number within the checkbox column I receive the #Invalid Operation error. Any help would be appreciated. =IF(Progress4 = "True", 1 *…
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Link a summary sheet to multiple workplans
I'd like to be able to link to fields in a separate worksheet based on certain criteria. I'll give an example to try and explain: I have multiple projects running concurrently; each has a separate project plan as they are shared with different stakeholders. Each project plan has an overall RYGB status, based on the 'worst'…
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Creating a Purchase order spreadsheet
Wondering what template might be the best way to create and share a purchase order system for our construction projects. I want to add links, pictures, pricing quantities etc. Can anyone help with this
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If/And statements
Hi All, So, I am trying to set a trigger flag to be checked when a request is within a certain amount of days and not approved or denied. I would like the flag to trigger a reminder email to the approver indicating the request is imminent and they have yet to approve/deny it. I can't seem to get the IF/And function to work…
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Dashboard: Loss of images that existed on my report
In our Smartsheet set up, we provide photos of users that appear with their name (in assigned tos, owners, etc). These photos will appear in sheets, reports, etc. However, when we use a given report or data source in a dashboard, the image/photo is removed. Is this a known issue or is there a setting/checkbox we need to…
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Series of Checkboxes triggers complete
We're using Smartsheets to track our projects through the production process. We have one sheet that is just a list of the items, with 6 check boxes signaling that portion is complete. When all 6 check boxes are marked "checked"/true, I'd like the last column to automatically update as "completed." I've looked around and…
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How to track tasks that are behind schedule
I'm looking for options to track my tasks that go beyond my baseline date. I don't want to simply update the baseline date because I won't know how far behind they are. Is the only option to create another column for actual completion date?