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Report not updating after source sheet is edited and saved
Hi, I am trying to update a report but whenever the source sheet is updated and saved, those updates do not filter into the report. I have tried waiting to see if it just takes some time to update, refreshing both sheet and report, closing out of and reopening both sheet and report, but nothing seems to work. Additionally,…
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Default view when a user opens a sheet
Hello! What is the default view for a unlicensed user when they open a sheet? (In regards to collapsed and expanded rows) Is it the same as the last way they viewed it, or how the last user had viewed it? Here is the specific question from my colleague: "Usually when I'm done with a set of tasks I like to collapse them…
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Status Circle Automation
Hi, I am using status circles for a high level status report. Is it possible to automate the 'Overall' Status Circle based on the colors in the other measures (budget, timeline, scope, KPIs, value). For example, if 4-5 of the metrics are green, Overall is green. If 3/5 are green, Overall is Yellow. If 1-2 are green,…
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Smartsheet forms multiple entries for specific columns
Is there a way to be able to insert multiple lines through Form? For example If I have a field Car on the form, and I want to submit multiple cars at once on the same form, for the same row ID. If there would be + button beside Car field, and you would just add more fields of Car.
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Using a profile matrix to drive automation on specific dates
I have a profile matrix that has a set of dates across the top (columns), row 1 and then a list of product types (Student, Teacher, Classroom) for each record, starting at row 2. On a separate sheet I have a list of products that associate to the various product types, i.e. Student Workbooks (Student), Instructional Manual…
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Published sheet not showing filters when embedded in a website using iFrame
I have a sheet that I have filters set up to display various tasks in the Cardview. When I publish the sheet and use the Embed Code, everything works as expected with the exception of the Filters. The filter button shows but none of the saved filters are available. If I try and create a filter while editing on the website…
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Can Formulas Reference Reports?
I'm trying to see if formulas can reference reports or just root SS. I ran a report for all late tasks assigned to all people in a department. I then wanted to use a COUNTIF formula that would sum up all the late tasks of a certain person. When I go to do that and the formula asks me to reference a sheet, I am only…
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Delete and Lock row
Dear All I would like to know. Is it possible, if I want my team can edit the row but they can't delete it?
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Can a workflow on one sheet update specific empty cells on another sheet?
I have a sheet with a list of no longer needed items that may be useful to another group. I have setup a custom URL (custom per row/item using a unique asset number) that opens a form on a second sheet to gather the requestor's contact information. When that new row is created on the second sheet, can a workflow…
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Workaround for all attachments sending in Update Requests...
Does anyone have a workaround for not wanting to show all the attachments for a row when an Update Request is sent with the option to attach a file? I am using Smartsheet to track RFPs and the information for each one is collected into one row on a Master Sheet using a form. This information will sometimes involve multiple…