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Exporting Workspace Shared To and Permission Settings
Hello!! Currently doing a review of who all has access to my workspace in Smartsheets. Is there a quick an easy export or something to see who all has access, their permission, and License type within a given workspace? Part of this exercise is determining who all is in my workspace and if they need Edit/Viewer access to…
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Rolling View - Timebound
Hi community! I'm trying to figure out a way where a report will filter and pull based on a time frame. I have a sheet where all of our cyclical events are listed with start/end dates. I want to provide a way where only current events (in progress today) and going through next 3 months are pulled. Suggestions on how to…
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Populate a SmartSheet Template from a form entry
Hi all, I have a form where people request a guide be created. Once that submission is complete, I have to take several of those data points and create a workflow template. Is there any way to take the data from a row and map it to the template to create the client specific sheet automatically? I am thinking of something…
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Conversation and Attachment Indicator at the Sheet Level
Color code or indicate when there is content in Conversations and/or Attachments (Icons) at the Sheet Level. This would eliminate clicking on the icon to see if there is content to view. See attached for an example.…
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Pull most recent date from another sheet based on two criteria
I am trying to pull the most recent date that a recurring job. I have the facility where the work was conducted, the last day of the job and the job category on the other sheet. I need the category section of the formula to look for a word contained within the text.
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% of check boxes
I am trying to make the row 20 box thats selected to display a % of the check boxes in rows 2-19 that are selected. I have tried a couple formulas none work. =COUNTIF([Complete]2:[Complete]19, 1) / COUNT([Complete]2:[Complete]19) =COUNTIF([Complete]2:[Complete]19, "true") / COUNT([Complete]2:[Complete]19)
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Adding a secondary sheet into the equation
HI! I have the below formula which is pulling info from a sheet and giving me a percentage based on the p/f in a column. I have a third sheet that is the same info as the p/f sheet this is based on (technically the archive of this one) that i would like to add in as included in the percentage. So basically my formula needs…
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Adding a Table Widget to Smartsheet Dashboard similar to one in Power BI
So, here is the idea in Power BI we have a table widget which will show the required data we want. I know in Smartsheet we can make use of report for the same but why I am suggesting this is that instead of creating reports for every small piece of data to be shown on dashboard is kind of annoying so if we get a table…
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Metrics Widget Formatting Issue
Hello, I have created several sheets and reports to be able to live track my progress in a teacher training program. I used a Metric widget to pull the remaining hours from my sheet into a dashboard which works beautifully in the desktop version, but when I look at the mobile version, the formatting is all messed up. I've…
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Request an Update weekly automation only worked once and I can't figure out why
I have an automated workflow set up to run weekly and request an update when the project is in certain statuses. The automation only ran once and now it's not working even though I have it set up to run weekly. I need help troubleshooting why this isn't working.