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Querying a column from another spreadsheet
I have two tasks sheets. I use one to monitor "projects". I use another to monitor "tasks". I would like to add a column called "Associated Project" to the tasks sheet. I know I can go in individually to each cell and have it link to a cell in the projects sheet. I also know I can set up a dropdown list with a projects.…
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Resource Check Out
Hello, We are trying to use a Smartsheet form for check out equipment from a drop-down list. Is there any way for the Form to not display an item is available for check out(I.E. remove it dynamically from the dropdown list) if it was checked out by a different staff member? regards, Brian
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Metric sheet that feeds dashboards
Hello, I am looking for best practices for setting up a metric sheet to feed a dashboard. I haven't found anything in help. I've set up sheets with my formulas to pull data from various sheets and then use that data for graphs, reports for dashboards. I've caused myself problems while sorting and wondered if there is…
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Exporting Sheet Content into a Formatted View
We have a Smartsheet that is being populated from a webform that is collecting scholarship submissions. We want to provide a summary page for each application that includes the questions and answers. So if the sheet has 10 rows (applicants), we want to generate 10 different summary sheets in a view that is easy to read.…
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Enhancing Workflow Management on Consulting Projects
Hello! I need some help enhancing how we track our current projects in Smartsheet. I work for an engineering consulting firm. We have been using Smartsheet over the last 9 months to track tasks and manage workflow. The majority of our projects are labor-only. Due to the nature of our work with public agencies and…
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Project Dashboard Generator
I am trying to develop a dashboard generator so that I don't have to recreate every report I use in our dashboards each time we have a new project. I would like to be able to select the project number in one location and have all the reports reference that project number to pull data from their respective sources, then…
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Smartsheet Merge and Transpose
Hello, I have two sheets. One sheet is a list of items to be offered at a charity auction with a different row for each item and columns with specific (Item number, donor, minimum bid, winning bidder number, cost etc). The 2nd sheet is a list of the bidders with a sum of the total that they have bid (bidder number, count…
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how to receive excel file notification for the newest update in smartsheet ?
Hello, for the current smartsheet, for each new/update records in smartsheet: we receive an email notification for these updates. that is great.., however, in stead of receiving an email with all the new/update records on that email. are we able the send all the update/new records as an attachment - (excel format) via that…
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Auto Sort Based on radio buttons
Hi is it possible to move rows and children within the rows to a different sub-category. e.g. we have a purchasing smartsheet which has 3 status icons which are either blank or green for processed for: 1. Ordered 2. Paid 3. Delivered Based on the status of each column i would like to sort the sheet into three categories,…
