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Expiry for Update/Approval Requests - Automation
The ability to have update/approval requests expire and become inaccessible after a certain date. An expiry date will also allow for the automation of reminder of request. There are times when an update/approval is needed to reach a deadline. The sheet user must manually delete the request on the row to avoid changes. If…
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Work Breakdown Structure (WBS) - Column Formula Configuration
Hello Everyone, Recently myself and two fellow Smartsheet Sales Engineers, @Lea Gikas and @Dave Stanley got together to create a WBS solution powered by Column Formulas. We wanted to provide the resulting configuration to the community in case some may find it helpful in executing project management solutions, this…
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Calculating Days
Hello How do i get this formula to Calculating the numbers of Days when i select the date columns. e.g I want to select the dates and then it calculates the number of days from the two date ranges selected.
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Sharing Two Linked Template Sheets
We are rolling out a new process dependent on two linked template sheets to be shared into workspaces for each new project. When we share the templates into a workspace today, it appears to retain the links back to the original template in our template workspace. Is it possible to share two templates together and have them…
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"Project Requirements Matrix" excel Template
I am trying to import a excel template into Smartsheet but when I do the formulas are all out of sync. The template was on the Smartsheet website but whenever I click on the "Click here to Create in Smartsheet" it asks me to sign up for an account. Manually uploading it just makes it very cumbersome due to the formulas…
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Can I create one workflow to notify multiple conditional paths or does each condition need it's own?
Hello, I am trying to create a workflow where specific people at a given project are notified when a request is fulfilled. I have set it up as it appears in the included picture but I am only receiving alerts when the first project is selected. Do I have to create a separate workflow for each of the projects or is there a…
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Maps
Please consider building mapping tools. For example, it would be nice to be able to generate a simple map showing the location of facilities we service across the states in our region. That map could be displayed on the company dashboard. More complex mapping features would be useful to incorporate with scheduling clinic…
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How do I edit this Template Widget?
Hi everyone, I'm using a workspace template. I've built out the project plan, and there is a widget on the dashboard that I can't figure out how to update/edit. See pic below. I know it pulls data from the project plan. I have 6-8 resources that I'd like to see listed in the widget, but right now it only recognizes one…
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Tracking Projects on Smartsheet
Hi, I currently have a list of projects that i'm tracking on a smartsheet, However if I were to add milestones/tasks, I’m unable to merge the rows under column “Project Name”, “Project Manager” thus having multiple rows with repeated Project names etc. How do I go about setting this up all in 1 smartsheet? As ideally I…
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Find First Duplicate in a Sheet
I am trying to find the first duplicate value with the purpose of using that to highlight another cell; however, my attempts at the first part of the process have resulted in both #UNPARSEABLE and #INVALID COLUMN VALUE. The formula I'm trying to use mimics something I've used successfully in Excel: =COUNTIF($[Master…
