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Column isn't an option to filter by
fairly new to smartsheets, why aren't all columns available on the list when making a filter? I did not build this smartsheet but am the owner now so I am not sure if it's something on the backend I may not know yet. I need to create a filter with 4 conditions but only 3 of the 4 columns are options.
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Can I lock the view of a report in Calendar view?
I have a report that is saved in calendar view and a link is placed on a dashboard. When I open the report either directly or via the dashboard link it opens in calendar view. However when shared collaborators open the report it opens in grid view.
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Automate sending out a PDF based on meeting criteria
I'd like to automate the generation of a PDF of a sheet or report based on criteria defined in an Automate Workflow. This doesn't appear possible. For example, send out a PDF when a cell containing a date changes, or a completion percentage is modified, a comment is made, an attachment attached, etc.. I'm well-versed in…
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Calendar View on a Report won't allow us to make comments
Hi, we have a Delivery Report which takes info in from approx. 50 Project Delivery sheets. If looking at the Report in Grid View we are able to add comments to all rows/sheets but when we are looking at it in Calendar View we aren't able to add comments to the vast majority of rows/sheets. There seems to be one sheet which…
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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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Can I group by contact in a report if the contact is not always in the same column?
Hello, I am trying to run a report from a sheet that contains many projects and different columns for each role within those projects. I have some staff members who serve in different roles in different projects. (For example, Abby is "research lead" on project A, but "Research Advisor" on project B.) I want to be able to…
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How to show a simple List of items in a dashboard?
Hi, is it possible to create a list for all rows where "column 5" equals "management report"? This list should contain the value of "column 3" (report name) and the row-attachment. So that the list looks something like this: Sales report 05/2022 ......... File1.pdf, File2.jpg Tech report 05/2022 .......... FileXYZ.pdf Some…
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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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Changing the default Timeline Display for Gantt Charts?
Hi there, Is it possible to change the default Timeline Display options for Gantt Charts (whether in Sheets or Reports, or ideally differently for each) such that when a new user views them for the first time they see the settings that the author intended? Right now, if I set these options for my own view of Gantt Charts…