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Visual grouping of data - input requested
Hi, looking for suggestions/tools on a way to show data visually grouped ideally without using parent/child relationships. e.g. if 5 initiatives were all tied to one larger objective, I'd like to only reflect the objective once (vs. in each row), with the 5 initiatives shown to the right. I know the calendar app offers…
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workflow automation - rows aren't moving?
Hello, I created a workflow to move rows once a column status is changed to "complete" within any row. But the workflow didn't trigger, even when I manually changed the status to something else and back again, saved, refreshed, tried again. It finally worked when I moved the row to a different spot in the sheet (shifted up…
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Vacation & Time-Off Management
Has anyone used smartsheet to manage time-off requests and/or vacation for a pool of staff (approx. 200)?
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How to Implement Dynamic Dropdown among Two Sheets
A department wanted a way to take a unique list from a project column in one sheet and use that distinct listing as a dropdown for another sheet, which updated every hour. I currently run the below script from Python Anywhere on an hourly basis, and I have shared this script so that anyone else can use it as a template for…
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Add Actual start and completion date based on status column
All, I want to fill date column based on status column. 1) If status is "In Progress" "Actual Date" is filled by today's date. 2) If status is "Completed" then "Completion date" is filled by today date. For now I am using =IF(Status@row = "In Progress", TODAY(), "") same for completion date column. But when change status…
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Can you re-trigger an approval workflow?
I have a couple different scenarios that I've run into. The first is that the end user is saying that the approval request isn't coming to them, so they can't approve anything. The second scenario is that the approval goes to a person that they wrongly identified and we need to re-route the approval to the appropriate…
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Disabling sheets, reports and/or dashboards without deleting them
As a company, we are trying to determine what grids, reports, dashboards, etc. that people are using. Is there a way to disable items without deleting them? That way if it is decided that we still need something, we don't have to recreate it.
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Sheets set up
Hi Experts I have a question. I'm wondering, what's the best way to set up my sheets. I have a Tracker A which gets input from customers during the year (Q1-Q4) The Tracker has several columns first 10 are general columns which are the same for each quarter and than I have 20 columns to be entered by the customer during…
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Locking Columns/Drop Down Lists
I need to be able to protect formulas in a column for the parent rows but still want people to be able be able to select child drop down cells. If I lock the column will this stop people from being able to use the drop down lists? If so what other options do I have to protect the parent rows' formulas?
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Combining data from sheet in a dashboard chart
Hi everyone, I have a form that I use internally to generate analytics. I am manually adding a certain "amount" per day. I want to visualize how much "amount" I have accumulated per month. The form has a "date" and "value" property which get added to a sheet as "Date" and "Amount". I created a helper column to calculate…
