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Automating RYG balls based on several columns
I am trying to automate the RYG ball status column, based on several factors. Red - if not marked 100% complete in the [% Complete] column after the [End Date] or; - if less than 7 days before [Start Date] and [RS] and [WOA] are not both =1 Yellow - If greater than 7 days before [Start Date], [RS] and [WOA] are not both =1…
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Please help with formatting issue regarding C&P from external documents
Previously, I've been able to C&P multiple sections from an external document, and Smartsheet would automatically separate each section into separate rows in a selected column correctly. Now, the functionality doesn't work. What settings, or formatting, has changed? How do I get this to work correctly again? It's a HUGE…
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Select multiples in either a drop down or check box on a form?
I am working on a customer survey (form) and would like the customer to be able select multiple items in a drop down or have multiple check boxes available in a single column? Is this possible now? Is this in development? I know there a couple of ways to work around this but nothing very elegant comes to mind. It's…
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Calculating Number of Items in a Month based on System Generated date field
Hello all - Needing help with a formula to calculate how many requests are submitted via a webform for each month. 2 questions related to this: 1. Can a formula pull just the month from a System Generated cell: Created by (Date)? 2. Where are errors in this formula: =COUNTIF({Date Submitted}, MONTH(@cell) = 1) 'Date…
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Form conversion
Does anyone know if I can convert the data collected via a form on a tracker sheet to a Project plan? Whilst I appreciate there may be few tasks/mile stones etc. am I able to automate this first initial step? Thanks & any help appreciated
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IF THEN statement in a symbol column
Fairly new to smartsheet, so not sure if I'm doing something wrong. I have a priority column in my To Do sheet which is a symbol column (High, Medium, Low). I would like to create an IF statement that will automatically change the priority to "Low" once the task is completed (doing this for the purposes of a report I am…
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Auto Assign a Predecessor in Gantt
Hi, I have a series of standard processes that have the same dependency and predecessor data each time. I have the primary column as a job number, and then a second column with a drop down list of all the standard processes (I.e. assembly, pre-assembly etc.). If pre-assembly is selected, for example, I always want it to…
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Automate RYGGrey
I need help with a formula to automate my RYGGrey. Here are the rules: If status = complete, grey If status is in progress or not started and finish is in the past, red If status is in progress or not started and finish is today + 5 days (within the next 5 days), yellow If status is in progress or not started and finish is…
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COUNTIF, ISBLANK, and OR formula
For a particular project category, I'm attempting to count how many times the "Project Status" column is either a blank cell or not "green" (aka complete). These projects will be marked as "Active" on my stats sheet. Here's the formula that I have thus far and I'm receiving an Invalid Operation error: =COUNTIFS({CDVL…
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Formula to add two columns together that meet the same criteria
Hello, Need some help with a formula, I am trying to add two columns that meet the same criteria from one sheet to total on another sheet. I have tried Sumif and sumifs formulas but they both comeback with errors Here is what I need: On sheet 1 I want to total columnA and columnB on sheet two if they meet (this) criteria.…