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Automated Row to bring up
Is there a way to automatically bring up rows that are in the bottom of the sheet? for ex: bunch of tasks that are live, done and on hold respectively. Is there a automated way to bring the live rows up, done rows at the bottom and on hold rows in the middle? I can do this with a report but was just wondering if I can…
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Smartsheet-JIRA sync via formulas?
Hi guys. I'm using the Smartsheet-JIRA connector. I have a workflow where the Status of each JIRA ticket flows back into Smartsheet. Then formulas in Smartsheet change the Priority of a row once its predecessor is complete. The idea is that you have a bunch of tickets in JIRA that are marked as priority Blocked if they…
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How to automate RYG balls using two different column values.
I am attempting to automate the RYG balls using two different columns, the End Date and % Complete columns. The logic is as follows: 1. If the end date is greater than today, the RYG ball = Green IF([End date]2 > TODAY(), "Green" 2. If the % complete is greater than .99, the RYG ball = Green IF([% Complete]2 > .99, "Green"…
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Setting Conditional Formatting/Formulae(?) for Red Yellow Green balls based on % Completed
Hello, I am trying to have the Red, Yellow, and Green status balls automatically change/update based on the percent completion of each row task. When I click on the conditional formatting button in navigation pane and make new rule of, "If % Complete is between range of 1% and 99%, then change the status column to Yellow"…
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Enhancement feature - Merge Cells functionality
Wanted to start a thread for an enhancement feature to try and push this up in the road map prioritisations. For such a simple and standard feature in tools like Excel and Google Docs it has become such a barrier during the process of trying to migrate exsisting documents form the above tools to Smartsheets and now is…
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Can I attach a document as help text in a webform?
Hi there, I need to include a budget template in a webform I created. My initial thought was to embed a link to the template, but it does not appear to be possible to put a hyperlink in a Smartsheet webform. Can I attach a word doc/excel spreadsheet to the webform help text somehow? Best, Molly
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Backups and Backup size
Hi, Any advice on how you guys save your backups to reduce the size it takes on your servers? Y
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Contract Managment
Has anyone created a smartsheet to manage contracts?, specifically to perform the below activities: * track total amount vs. payments * track payments against deliverable complete * track contract term * track contract amendments : to extend the period, increase the budget, adjust terms of reference, etc. * Track invoices…
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Cloning Filters
Hi! I am setting up smartsheet for different departments in a company. I have 10 filters in one sheet and need the same filters for a different team on another sheet. Is there a way I can clone the filters just as in conditional formatting to be used in other sheets instead of repaating the same process again? Thanks!
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Please move "Refresh" to the toolbar, and give me a keyboard shortcut.
I would really like to see "Refresh" added to the toolbar. I think a lot of other people would too. Synchronizing changes with other collaborators in near-real-time relies on hitting refresh repeatedly. It's hidden behind a drop-down. Getting new users to refresh (or save) consistently as a matter of best practice has it's…