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Calendar App: why can't I see settings?
First let me say that we're new to the Smartsheet Calendar App. I started the Calendar worksheet but my manager wanted a chance to set-up the Calendar App this time around ('cause it's fun). Even though I'm the owner on the worksheet (she's the Admin - see attached screen shot), I cannot edit the settings in Calendar App…
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Enhancement Request: Auto-Refresh Functionality
I would like to request the addition of an auto-refresh feature within Smartsheet. I use one worksheet most of the day and I have to manually refresh the worklist several times each hour. It would be great if the auto-refresh feature could trigger anytime someone performed a change but I would settle for an auto-refresh…
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Rule (Formula) to Check a box if the create date is past 90 days
Thanks for checking this out as my formula game is pretty weak. I am looking to have a formula that will check a box if the create date is 90 days in the past provided another box was checked.Real world I want to call out all statements of work that are older than 90 and we have not received a purchase order (PO received…
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tabs turn to dost/ellipses
Has anyone had an issue where the tabs within smartsheets turns to dots instead of having all the tabs at the top? It seems to happen periodically and I have no idea why, or how to switch it back to just have the tabs (I find the ellipses most annoying).
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Need Help - Can't Wrap my Head Around SS Logic
I'm trying to build a metrics table that can be used to generate a graph on a dashboard. I am a consultant and would like to track client hours from a master sheet that logs all clients, dates of services, and total hours. Let's say I wanted to track the hours of utilization from a particular client from YTD, Last Month,…
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Best Practice - Data Integrity - Forms
When your business starts to build lots of sheets (as we have) the issue of data integrity comes into play. That is if you have lots sheets with names, or activities you can now put them into one sheet and reference to them BUT whenever you build a form and want to restrict the user selection to the defaults in the drop…
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Hyperlinks to Password Protected Documents in One Drive
We have a shared One Drive account and I would like to create a hyperlink to certain documents that are password protected to certain users of a Smartsheet. Is it possible to do this so only those with a password can open the documents (either in Excel or PowerPoint)?
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Listing Options in IF formula
I've looked at the forums and tried as many variations in the formula as I can think of, so I need some help. My two columns (both drop downs): Payee Name Payee Position *(location of formula) I'm trying to get Payee Position to automate the position title for each payee. Here's what I've got to work for one position…
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Create a new row in Database2 when new text item is added to Database1
In my main project log (Database1), I have a "Customer" column with a drop-down list of all existing customer names; it is NOT restricted to drop-down values only so you are able to type in new customer names as well. I am using Database2 to assign each customer name a row to collect/sum specific data for all projects for…
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Notification without changes in row or column
We have a sheet that track onboarding activity for new clients. Two date columns in the sheet are Follow-up Due and Follow-up Actual. I would like to send a notification or reminder to the assigned employee on the Follow-up due date if the Follow-up Actual is blank so they are only receiving notifications about open items.…