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Refund Tracking Smartsheet- Ideas or Template
Good Afternoon Everyone, I am overseeing customer refunds for our company. Our company requires customers to make a refund preference so when there is a refund due to them, we can deliver it to them as quickly as possible. However, because many of them do not make a preference the customer refunds are returned by our bank…
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Column Formula to count (and sum) 'Waiting Days'
Hello, Can anyone suggest a way to manage this? I'd like to be able to count up time spent awaiting feedback from our client across various projects held in the same sheet. Essentially I need to be able to count the days between when a Version is sent and when Feedback is received. If Feedback is received on the same day…
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Check for overlapping date ranges between sub tasks
Hi, I am looking for a formula that can check for overlapping date ranges between of the sub tasks on a project. In the screenshot below the project has several sub tasks and I need a formula that will identify any overlap between the dates on the tasks. I would like to prevent the use of references to cell numbers because…
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Using Index Collect formula when there are multiple matches in the source sheet. (#Invalid Value)
Hello, My goal with using INDEX(COLLECT)) was to obtain information based on 3 different criteria, but in my source sheet there are multiple matches for the three criteria specified. What do I need to add to the Index, Collect formula to overcome this or do I need to use a different formula combination? Below is the…
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Dashboard with Filters - Best Practice
Hi all, I am pretty new to Smartsheet and will need your help to build a dashboard. What is the best practice to create one? GRID I have multiple salespeople in my team, each of them have their own grid. The grid looks something like this: ID | Date | Stage | Comments I am creating forms for them to fill up on a daily…
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Creating Archive Files In Smartsheet
While rewriting my 2016 Smartsheet application that tracks all sorts of weekly and monthly data on projects and employee billable hours charges, I needed to be able to store those results in archive files for use by various sheets and reports that use that data. Automated workflows allow that data to be copied to another…
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Links connecting one sheet to another are not working - how can I resolve this?
Links between sheets are not working. I've seen status updates on this from people in the past, but am not sure if this is an ongoing issue or if it has been resolved. If I need to submit a ticket to SmartSheet, please advise or advise how I might be able to fix this myself. Thanks!
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How do I set up a workflow to notify someone if a predecessor task has been completed?
I am currently trying to develop a project plan sheet, and I am wanting to be able to notify someone when the predecessor task was completed so they know they can start working. For example if John has to do a Data Source Identification and validation but he can't do it till Mark has converted and cleaned up the data I…
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Date range formula
Hello, How would i write a formula when looking for data between a certain period i.e. I want to find the number of tasks marked 'complete' between March 1 through March 31? Thanks.
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Can you lock comments so that those with certain permissions cannot see them?
I know you can lock rows and columns, but can you lock certain comments so that those with certain access levels cannot see what is in the comments? For example, we are giving view only access to certain people on a stakeholder list, but we do not want them to be able to see the comments we have for certain rows. Thanks!
