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Sight attach file widget - link to attachment in a sheet
I have several sheets used for tracking projects, and typically there are a few very important documents which need easy acces, versus the list of many other attachments. I'd like have a quick way inside the Sights feature to link to a specific row/cell in a sheet that has an attachment. So from the Sight, while viewing…
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Completing a Job Summary from within SS
My Manager uses Smartsheet to provide job information to the crews where I work. When the job is complete, the job's Lead uses the information from smartsheets to fill out a Job Summary sheet. The Job Summary sheet is currently on paper but we also use an Excel spreadsheet and print or email this. Is there a better way to…
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Trying to connect a check box column to a completion date column
I am looking to connect a column in which I have a check box indicating done (check) and not done (unchecked). On the same sheet I have a column for Completion Date. I would like the sheet to auto-populate the Completion Date field each time a check box is checked as done. Is that possible?
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Hide or reveal a web form question based on answer from previous field
Is there a way to hide or reveal a question/text input field in a web form based on the answer from the previous question? For example, I am creating daily truck check forms for our paramedics and one question is "how many back rafts are there?". The dropdown list choices for them are "3", "Restocked", "Ordered" and…
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Resource utilization across projects
Is there a way to see the TASKS a resource is assigned to, across projects? The Resource View only shows which projects and overall Allocation %, I want to see the specific tasks. Thanks!
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Opening a link to a sheet (Smartsheet), while utilizing the Smartsheet App
I have employees that exclusively operate within the Smartsheet App (iPhone & iPad). The sheets that we are working with, contain hyperlinks to other sheets. Upon opening the link to another sheet, while in the app, it redirects the employee to the web version of Smartsheet...it does not open the link in the app. I am…
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Zapier and Service M8 integration with Smarthseet
Hi, I was wondering if anyone has any info on how to achieve what i am trying to do: I have field management software that I use called Service M8 - it works with Zapier to update and or create rows in Smartsheet. We use Zapier to make a new row in Smartsheet and the trigger is when we make a new client in Service M8. That…
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Looking for a way to associate a checkbox in one field with content in another.
I am creating a log of all new, won opportunities. The goal is to catalog the types of services included in each new opportunity. Next, we need to understand the revenue split by service types. I created a web form that allows users to "check" the service types in the opportunity. Next, I need them to allocate the revenue…
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Auto Archive Completed Tasks To Another Smartsheet
Have a smartsheet with about 6,000 rows of tasks with 38 users updating. Since Smartsheet becomes very slow with that number of rows. As tasks are completed we use the move row feature to archive. However we would like to automate this so that when a task is completed it auto archives to another sheet. We have read that…
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Summary Reporting from a Single Smartsheet
I have a single sheet used to log test defects. From this sheet I've created a summary section at the top for Open Items and Items by Status. I need to create another summary "Item Status by Sprint versus Production". I've tried Reports but this does not allow adding a summarization of the data (equivalent to an Excel…
