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How do I automate the creation of a project schedule from a form submission?
Hoping someone might be able to help me figure out this workflow: Form is submitted requesting a new project with the following information: name of project, requested go live date, assigned project manager This form submission triggers a workflow that will automatically pull a project template, inserts "name of project"…
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Clone cells or rows?
Hi All, Hope you are well. We currently use Smartsheets as part of our product management and planning. We have a Sheet with all our current development work some of which has been started and some of which has not been started, the problem is this sheet is getting quite big with all our current and upcoming work its named…
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Notification Categories
While using Smartsheet, I have found that many people are losing certain notification (they are there, just surrounded by many others), I've been thinking about what a potential enhancement would look like to significantly benefit the user experience around notifications: the ability to categorise notifications within…
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Project plan header is not pulling/rolling up from sheet rows
I just realised the top row is not rolling up percentages, dates or durations. Dependencies are enabled, and the entire rest of the sheet is functioning fine (so I don't want to disable dependencies), but nothing is feeding that top row that feeds my reports. I just manually put in the start and end date - which should…
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Does INDEX(MATCH) work on a WBS column with WBS values generated by a formula?
Hello, I have created a project schedule template for my team, with tasks, subtasks and associated timelines on one sheet. I have a second sheet where I am creating a procurement template to track our project materials. I would like the procurement template to pull the task name and target date from the project schedule by…
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Formula for Updated By and Updated Date Fields
Hi all, Question about a formula I am trying to get started. I want to make sure this is possible before going much further. I have ONE sheet that has four different reports pulling off of it. Each report has 5 lines that Project Leads can update. We are want to have two fields (in the sheet) that autopopulate the Name of…
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Background auto-refresh a sheet as frequently as every minute.
This might be my first real contribution to this community, but I think I have had a breakthrough with respect to background auto refreshing a sheet. I've seen the common solution of utilizing a workflow to trigger a daily update of a date column, but the challenge has always been that you are obviously limited in how…
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Can someone please help me with SUMIF formula?
I am trying to use a formula that will add value in children cells when cells do not include an asterisk in front of the value. Basically, I am creating an invoice tracking spreadsheet and I want to be able to input expected monthly invoices (based on the contract) on the front end, but not have those values added to the…
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REMOVE IF SLOT IS TAKE
Hello! Can we remove a time slot in the drop down on a specific date if it is taken. Below is an example. For example if someone Booked - Dec. 31, 2023 - 9:00AM - 9:20AM, can we automatically remove that from the drop down list since someone booked it? What are the ways?
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Parent row status formula based on child rows
Roll up formula for status I have this formula (shown below) where I am trying to get the status of the parent row automatically entered based on the child row. I'm not sure if I've stared at this too long and my eyes are crossing, but it's not doing what I want it to do. I think I've listed all the permutations below. 1.…
