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Assistance needed with the following formula...
I'm trying to put the correct data (person) in the correct column for an Employee and their Management hierarchy, using the following formula: =IF(VLOOKUP(Worker@row, {Active Workers Report - Mgmt Lvl}, 5, false) = "Team Lead", {Manager}, "") Can someone help me correct the formula, so the Name of the Team…
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Document mapping from PDF
We already have document mapping to PDF, but what about document mapping FROM a PDF? There is a huge duplication of effort for our users to upload standardised PDF briefs into Smartsheet, whilst having to repeat that information in Smartsheet fields. Can Smartsheet map cells within a row from a PDF brief template, so that…
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Customise links within email notifications
Smartsheet Core - for admins, the Sheet is often treated as a backend database, with Reports / Dashboards / Forms being used as the front-end user friendly features for users. Email notifications could be improved if an admin (sheet owner) can customise which Smartsheet link the user is taken to when they click the link in…
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2 of 2: How to send Outlook emails using a template populated with Smartsheet data and triggering from Smartsheet
Continuation of 1 of 2 : How to send Outlook emails using a template populated with Smartsheet data and triggering from Smartsheet Details of how to send Outlook emails using a template that is populated with Smartsheet data and triggered in Smartsheet. This solution is complex. Some details have been blocked out for…
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Multi selection form into single rows
Hi all, I have a form that allows multiple selections. Once the form is submitted I need the each selection to be added as a new row. I have several issues: -Selection list extensive (50+) therefore cannot be written as separated columns as suggested earlier. -Users will have a hard time to submit a form for each item and…
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Sheet automation notification email tracking using a PowerAutomate Flow and Outlook
This post details how to track all sheet automation notifications emails. This solution is medium complexity and will likely require you to use an AI for some simple coding. Smartsheet allows users to automatically send email notifications from sheets. There are a few significant problems with these automated emails.…
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1 of 2 : How to send Outlook emails using a template populated with Smartsheet data and triggering from Smartsheet
Details of how to send Outlook emails using a template that is populated with Smartsheet data and triggered in Smartsheet. This solution is complex. Some details have been blocked out for privacy. I had to split this into two posts due to the length. 1 of 2 : How to send Outlook emails using a template populated with…
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Countif for Days Elapsed between two dates
Hi - I have a tracking sheet - it logs date when we receive a request and then a date when the request is fulfilled. I need to calculate how many rows in my sheet where the date rec'd to date of completion is 5 days or less - I'm doing this in a Sheet Summary field. I asked the AI for a formula and it gave me this:…
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Legacy Dropdown Functionality Option
Good afternoon, Recently there was a change that made searching a dropdown by typing inside of it switch from an exact match method where typing S would only show entries that begin with S to a search within method where typing S would show all results with the letter S in them. I can see how this would be beneficial in…