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Card View - Card Layout
We use smartsheet as a CRM/Project management. Each Row is a new project we are quoting. In the rows we have over 25 different columns. The way we usually view and enter data in them is in card view. The problem is I would like to change the layout when viewing in card view, not just the order they are in, but actually…
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Forms - request comments and attachments but don't display current
Hi - I would like to be able to create a form in which new comments and attachments can be submitted - but previous comments and attachments cannot be viewed - is this possible? thanks
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Cross Sheet Reference/ sum values
Looking to VLOOKUP into one data sheet to find - a sales rep name where the sales stage is contracted and sum up the Estimated Value field, which sums up any dollar amount in the (estimated value) field. End result is to show a sales rep and how much they have contracted to close via a dollar amount. My formula example:…
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Use "Created By" auto generated field as a "contact list" for use with approval workflow
I have a form that is use to submit travel requests. I would like to set-up an auto-field that captures who the form was "created by", rather than having them enter their name into the "contact list". I was hoping to use this to then send an auto-generated workflow to this contact. However, I believe workflows only work…
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Add attachment to multiple sheets and respond?
I have a form where my customer can request certification documentation. The form logs in a Smartsheet for tracking requests. The automation sends an update alert out to my team, requesting a response. When they respond to the update alert, they can attach a file. What I would like is for the attachment to be added to the…
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Leveling Up Update Requests
One of the features of forms that I use frequently is the ability to add a "hidden field" with a value that is written to the sheet upon submission. This is really useful when performing a simple evaluation of form submission completion to trigger actions in workflows, for example. However, in contexts where I have a…
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If with dropdown list
I'm trying to come up with the formula to dropdown only certain countries if chose certain region. I have two dropdown columns Region and Country If chose Region EMEA, country dropdown list will show DE, DK, NO If chose Region APAC, country dropdown list will show JP, SG, IN If chose Region AMER, country dropdown list will…
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Show dates beyond 90 days
We need to report on Jobs that has not been touched in the last 90 days. When we start a new Job we copy 4 "template" rows which include dates in the future. When I run my current report, it looks for dates on the parent row, but this row is showing the oldest date for the children. If a job has not been touched for over…
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Free Collaborator / Unlicensed User
Hi, Just a small question is the Unlicensed User can also delete the row? Scenario: we have created a workspace and we want Unlicensed User to only edit the row but he/she can't delete the row. secondly: if Unlicensed User delete row or related information in row how the admin will get to know what happend or what is…
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Formula
HI Team, Do we have substitute to these symbol in Smartsheet or how we can use these function in Smartsheet ">" & i have build this formula in excel and its working fine, but i am getting error in smartsheet…
