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Simple lock row automation doesn't work 100% of time
I have an automation to lock a row once a check box is manually checked off in a report. However, it only works about 80% of the time. I have another automation to unlock the row when unchecked as well however, about 20% of the rows that are checked are never locked. I'm thinking a workaround could be a move row when check…
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Restricting view of a Dynamic View based on report
Hi, I'm wondering if there is a way to restrict view of a dynamic view with filter where the dynamic view is based on a report? I'm using smartsheet report to generate aggregate data from multiple sheets and then I wanted to restrict views similarly to what I can do using sheet filters (Settings/General). However, reports…
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How can I auto-generate a report from a template?
Hello! I have a template that I use for new clients, and I'd like a report that generates for each new template I create - specific to that template. What I'd like it to look like is: A new copy of Sheet Template A is generated in Workspace X - we'll call it Sheet X A new report is automatically generated from Report…
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RYG ball to determine priority involving multiple dates
I have a sheet that lists all active contracts for my department which all have expiration dates. However, I am struggling with this sheet because in all calculations I need to consider any extension dates. I do fine with calculations when there is one date involved but when I need to write them to incorporate two and…
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Auto Refresh for Reports
I'd like to request Smartsheet look into adding the "auto-refresh" feature, currently only available on Dashboards, to Reports. We use reports to filter columns for individuals in teams that share a sheet, but who don't need to see all the columns on that sheet. This works well, except the user is forced to save and…
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Find Reports w/ Specific Filter Conditions (critera)
A user has created probably hundreds of separate reports with varying Filter Conditions. Now I have been asked to updated all reports with a filter Region / is one of / PN or RM and replace it with Region / is one of / MP Is there a way (a) to do this search and replace on a batch of reports at the same time? Preferably…
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What reports are tied to a sheet?
Hi - is there a way to see which reports a particular sheet is feeding?
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Formula to countdown contract expiration dates
I have a sheet that lists all active contracts for my department. The sheet houses the contract details such as Contract Name, Contract ID #, Vendor, Start Date, End Date and Extension Date, etc.… I am currently using =[Expiration Date]@row - today() as the formula in an adjacent cell to countdown the days until the…
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Grouping limit in reports? Data cut off, not collapsed.
Hi there, I know there are some limitations with grouping in reports, but I don't think I've run up against them just yet. I have a report with 2,059 rows but when I group them, the report only shows 1,974 rows. I tried removing some columns to reduce the overall number of cells, but that didn't help. I don't see any…
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Moving singular cell data into a sheet from a master sheet with autonomy?
I am sure this has been asked before, but I have scoured many forums and attempted many solutions but to no avail. My issue: I have a sheet (let's call it master) that holds metadata. I also have another sheet (let's call it Department) that relies on a single piece of metadata from Master, but also requires the ability to…
