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Line Item Transfer to Another Sheet using Formula's
I'm working on a project and am hoping for some advice from the community of experts! I have a sheet that serves as an ongoing list of projects and information about those projects - once a decision is made to either fund the project or deny the project, I'd like that line item to appear in another sheet. My main sheet…
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Updating Old Sheets with Improvements from Newer Sheets
Hi, I have 25 project schedules, some of which are 6 months old. Over those 6 months, I have improved my schedule template over and over. The issue I have now is how to implement these improvements across all of my older templates. For example, I've created conditional formatting with helps with reading my schedule. I'd…
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Conditions within a Notification
I am building out a notification to send a client updates (daily). One thing the client is asking for is not to see older data (the same stuff over and over). We have an approval date, and if data is more than 3 days old, we want it to fall off the notification. Will the condition in the screenshot below work for what I am…
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Adjusted Dates Based on the Time a Form is Completed
I am looking to have my automatically set due dates for projects adjust if a request is put in after a certain time of day via the Smartsheet web form. Currently I have a date column where I add a certain number of work days to the timestamp depending on the department that submitted the request that acts as a due date for…
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Automation from 15 smartsheets to 1 Master sheet
I tried Zapier but ran into two issues. 1. all the sheets must be active all the time.. Zaps will not Zap unless a sheet is inactive. 2. I need the rows added to the master sheet added per division NOT at the top or bottom.. What am I missing? I know that I can copy and paste the rows which is ok.. Just wondering if the…
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Outlook App Enhancement Request
I did submit this request through the Enhancements form. I love the Outlook app. What a time saver it is! I use the SS app religiously to save emails to my sheets. Sometimes I will save one with multiple attachments, images, only to receive an update from a co-worker and wil resave the new email. This means that the…
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Trying to get fancy with formulas - RYG with "AND" conditions
I'm trying to get a formula that will do the following: Give me a RYG result in a column, by looking at whether a project item has gotten close to the due date, compared to what the status is on that item. I want it to give a Red result if it is within a specific number of days of the due date and has less than 25%…
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Regular Meetings on a Project Schedule
New to smartsheets. How do I add in weekly meetings into a project (all on one line.) It is a long project and I don't want an entry for each meeting. Thanks in advance.
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1st digit disappears
When I click into a field to enter data, the first digit, whether letter or number, disappears after I type the 2nd digit. I have to go back and add the first digit. It never disappears the 2nd time. I'm using Safari. Is this a known issue with a work around? This happens very frequently, but not all the time. It is very…
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Linking Data
I need help linking data from one sheet to another. I need the data to update real time, so that should a salesman update a projects, or ad another project in that satisfies certain requirements, the data automatically updates in real time on the linked page for my operations team. Reports will not work for this.Reports…
