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Can it be done? Creating a workflow with a form from a seperate spreadsheet.
Hello - I have setup a sales pipeline spreadsheet and a separate proposal tracking spreadsheet. I would like to create a automatic workflow in the sales pipeline sheet so that when "Proposal" or "Pitch" is selected as a status in the pipeline a automatic workflow takes place to present the form for the proposal tracking…
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Receivable Over View
Dear all, Our current receivable has many terms such as advance payments / 30-45-60-120 days deferred. We are maintaining it in an excel sheet but I am afraid some receivable might be missed. What I am looking for is a sheet where I enter the customer invoice value and by when what percentage of that value will I receive.…
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Identifying Batches Of Survey Results
Scenario: When a team leader is signing off of their contract, a survey is sent out to each of the team members to evaluate their leader based on simple [5 – very good] through [1 – very bad] questions. Each question has the rating 1 through 5. When the team leader signs off, the managers review the results of the survey…
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Using COUNTIFs with FIND & AND
Hi, I need to add up the following: 1) All Labeled as Country X from a Qualitative field that is requiring me to use the FIND function. 2) All labeled as AreaY across 3 columns (I have tried selecting all columns as a range and also just selecting the relevant rows as well). Currently using: =COUNTIFS({Consultant…
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If, Then Formula
Hi everyone, I've searched through the community but couldn't find the right solution. I need to feed specific sales metrics into a dashboard but want it to update, according to the Today column. I receive the previous months information on the 15th of each month, so the formula would need to cover a 45 day period. I added…
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Increased Cell references
Anyone know when (or if) Smartsheet plans to increase the number of cross-sheet cell references? I am getting this message now in my sheet, and its frustrating because I feel I have only started to truly make my sheet smart and truly useful. Does anyone have any "best practices" to share? I am currently referencing 5 or 6…
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Search, If & Input
I've been having some difficulty trying to solve this one: * I have a master sheet where forms are inputted * For each row there are two columns I need to set up in an IF for, and one where I need a value inputted from another sheet * I imagine it like this: IF column 1@row = {other sheet} …This reference should search an…
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Saving Sort criteria for later use
It would be very, very useful if the users could save the sort criteria as a preset. That way, they could choose from a list of previously used Sort criteria. We have a Smartsheet with a lot of different columns that we contstantly need to change the sorting view, so this would speed up the process.
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What is the best way to backup my data in Smartsheet?
My company is adding a lot of important and senstive data to our sheets and I am concerned that one of our users might accidently delete data that we need. What would be the best back to backup all of our sheets? Is there feature that will automatically backup our sheets?
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How to update rows from a custom form...
Hi, I have a Smartsheet that contains information about different pieces of work. Each row is specific to a piece of work and it has multiple columns, one of these is Status. I display this as a Kanban using Card view. When I change the status of an item to Completed, I want to automatically send a form to a contact in one…
