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Notifications, Report or Dashboard
i am new to smartsheet and using it to keep track of inventory across multiple locations which have different contacts by location. What is the best method to send a scheduled listing of assigned assets to each contact owner. Would like them to only see their assets and be able to change the location if they no longer have…
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Status Symbols
We don't want project teams to use yellow ball. Is it possible to have only Red and Green Balls as Drop Down Options to select for Status?
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Creating Report without Sharing Sheet - I need help!
I am trying to find a solution...I have tasks related to confidential legal matters that are in a smartsheet. As I am breaking those matters down into tasks within the smartsheet there are some tasks that are not confidential and I need my administrative assistant to complete them without being privy to the broader issue…
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How to create formula to count upcoming tasks in the next 90 days?
I want to see how many tasks each project I have are upcoming in the next 90 days. I can run a report to see this information, but I want to be able to display it in an easy to read chart with each project showing how many tasks they have. See attached example. I built the attached chart by running the report with the…
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Cross Sheet Logic/Data Sync
Hi, I have a signup sheet that I am trying to get to update from another sheet. I essentially want to take "Unique Code from cell X on Sheet A and look for it anywhere in Column "Code" on Sheet B. Once it finds it on Sheet B, I want it to return the data contents from another column in the corresponding row to Sheet A. For…
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Report based on specific text in a cell
Hello, I have a data sheet used for a call log for project issues. I'd like to be able to run a report that displays all calls for a specific serial number based on which serial number is entered into a cell, a variable search value. Ideally, I would have a dashboard with a web content widget that would be looking at a…
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Nested if()
Hello great community. I'm new in Smartheet and I've a problem and even don't know if a solution exists. I'm trying to create a sort of automatized timesheet for my team. I would like them to connect to the same sheet. They have to select their name in a list ("Team" column), and the type of mission they've managed in an…
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IF or IF AND Formula conditions DATE
Dear, I appreciate your help. I need to create a formula that changes the status column depending on the following conditions. (The image in the example table has reference TODAY = August 28, 2019) 1) If the Balance column is equal to 0 (Green) 2) If the Balance column is less than 0 (Yellow) 3) If the Balance column is…
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Index or Vlookup or What?
Hey All! I have a question for the community that i'm having trouble figuring out to return a certain value to another sheet based on criteria. The pic I attached shows a project budget setup and I am wanting to pull data from the Budget cell based on the Job ID and the Cost Category. I'm not sure if it is a Index - Match…
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Can we export a set of detailed files along with high level report?
I would like to create a Smartsheet for 10+ programs. Each PM will update their own sheet on a weekly basis. PM Manager will generate an Executive Report from the data of all 10+ sheets/programs to management team. When sending status to the executive team, also include the detailed information from each sheet in the email…
