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Status Change if Column Checked
Hi everyone, I need some help with a formula that just doesn't want to work for me. Currently my status column changes according to the {Proof Approval - Kim} column. It works fine (formula shown below) Now I want to add on to this formula so, if the column {Out For Approval} is checked, I want the status to change from…
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Document review/approval tracking
Interested to hear if anyone has setup a process in Smartsheet to track document review and approval. SOWs and Cost sheets need to be reviewed and approved by multiple people prior to being reviewed by the customer. I'd like to embed this process into an existing customer tracking smartsheet if I can but am undecided on…
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Formula With a date
I am having an issue with creating a formula that will count a column if a row has a date in it. It can be any date just as long as it has a date. PgM Status is the column with the date right now I'm just counting the section that has the dates but would like to create a formula, so I don't have to keep adjusting in the…
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If cell is empty or blank,
Hi, I have currently formulated the following formula, =IF([Days (Difference Forecast - Baseline)]1 <= 5, "Green", IF(AND([Days (Difference Forecast - Baseline)]1 > 5, [Days (Difference Forecast - Baseline)]1 <= 10), "Amber", "Red")) which is working efficiently, but problem occurs when the cell is empty, and it show me…
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How t set a default value to Symbol column
Hello! I have a symbol column with 3 options representing payment status, (Yes, No, Hold). By default it should be "Hold" until the user choses if the payment was accepted or rejected, so what I would like is that whenever a new row is filled, the symbol cell should be set to "Hold" by default. I know formulas don't work…
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RAG Status - Formula
Hi, I have currently formulated the following formula, =IF([% Committed to Date]1 - [Project Status %]1 < 0.25, "Green", IF(AND([% Committed to Date]1 - [Project Status %]1 >= 0.25, [% Committed to Date]1 - [Project Status %]1 <= 0.75), "Amber", "Red")) which is working efficiently, but problem occurs it shows me the…
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Counting total based on Status & Date
Hi, I'm trying to calculate the total value of all the won job in this financial year. I have to reference 3 columns for this (Date submitted, Value, Status) not sure how to make the formula. This is as far as I got. Please help. =SUMIFS([Tender Due]:[Tender Due], >DATE(2018, 6, 30), <DATE(2018, 6, 30), Status:Status,…
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Summarizing a Customer Satisfaction Survey that is ongoing with monthly reports
I have created a Customer Satisfaction Survey with 12 questions that use a 5 point Likert scale. (Strongly Agree / Agree / Neutral / Disagree / Strongly Disagree). I have tested the web page and it all populates the SmartSheet fine. Additionally, the first 5 questions are about the sales person, the second 5 are about the…
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Viewing Update Requests and Alerts
Is there any functionality in SmartSheet that will let me (the SmartSheet Owner) see what an Update Request or an Alert actually looks like to the end users. I understand I could send a TEST out to myself and see the Update Request as is happens but I make changes to these standard request often and it would be nice to…
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Creating Summary on the Fly
This may be a dumb question but I have a sheet Orders that is auto-updated every morning via the Data Uploader. So the list of items changes on a daily basis... sometimes the same items are listed and sometimes new items are listed as well. Is there a way I can create a summary sheet or grouping of duplicate items and…