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Counting formula to see how many status each person has
So I want to see how many Not Started, In-Progress or Completed each person has.
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Images in Templates
Is it possible to save an image in a template. I have tried but they disappear. I have all options ticked. I understand that I can attach them but visually it would be better for a small image to be shown against the item name. Would this be something that could be done in the future to save having as an attachment and…
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Manufacturing Scanning
We manufacture an industrial machine. As the system moves through the process at each station we would like to update the status of each machine with a qr code or a barcode, and trigger automation rules ie send emails or alert for issues if they come up. We want in the future to populate the smartsheet with info from…
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Mark child if Parent meets criteria
Hi- I see lots of threads to mark a parent if a child meets a certain criteria, but I am looking for the opposite. I have Material, Labor, and Subcontractor Parent rows and would like to mark the children with either a number or letter indicating if it is a child of one of those parents (Material =1, Labor =2,…
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SmartForm Problems
I have had a problem that has occured twice over the last week where I have been completing the SmartForm linked to our sheet, it closes down halfway through and loses everything that has been inputted. The browser settings are all correct and there don't appear to be any internet connectivity problems. Has anyone else…
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Automated Alert & Action Issues
Hello I am trying to solve an issue with a system I have set up for Automated Alerts & Actions. See screenshots below. As you can see by screenshot 3, I have created a trigger column based on date surpassed; once that date is surpassed the cell will change from N to Y. The idea ultimately is when it changes to Y it…
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Jumbled Rows
I have a Sales leads sheet shared by 4 of us. Almost every time I move or amend a row and then SAVE, the rest of the leads jumble around and I have to move every thing back. Not sure what's the problem here! Can anyone help?
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Column Lockdown
I have a Sales Report that I have filtered a Column that contains the Regional Managers in this report. The Filter is so I can view the Data only for a particular Mnager and also this is what I would like them to see also is just their Sales portion and not the other Managers. When I filter for them, and share to them as a…
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Creating a Task Tracker for Multiple Leaders
I manage a large group of leaders and locations who all are completing similar tasks throughout the month and I am looking to track progress without going back and forth via email. I have created a task list for each location as the parent and each specific task as sub-tasks and then assigned them to each leader. When I…
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Reports - pdf or Excel ?
I send out weekly reports of our products to our customers with their expected delivery dates (which can change frequently). If an email address needs to change I am unable to see the original format of their report, so have to guess their preferred format - pdf or Excel. Short of sending copies of each report to myself…
