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Dashboard Issue (Displaying Old Content)
Hi I have a dashboard that sorts things by scheduling this included things that need to be scheduled, have been scheduled, in-progress or waiting for feedback. This is all ripped from a single sheet, put into reports and displayed on the dashboard. I have been having issues with things being marked, still displaying in the…
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New Here; Automation question
Hi, I'm excited to start using Smartsheet to manage all of our workstreams and related tasks and issues. I was wondering if there is a way to automate the setting of one field based on another, so a row update? E.g. I mark a task Complete and it moves it to the (card) list Completed? What I'm finding in automate workflow…
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Document Checklist(s)
Hi all I am looking for the best way to create a document tracking checklist that tracks all necessary documents in our loan origination process for EACH applicant that may be on the loan. There could be 1 applicant or there could be 5. We could have individuals or entitys on the loans as well. I need to be able to pull…
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Dashboard - Formula help for date fields
Hi I have a column in my sheet that is date specific. I am trying to bunch together how many actions have taken place within each month. E.g. if I have 5 actions, one per line, that have been executed within the month of May (all different dates) please can someone provide the formula that will allow me to make a count of…
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How to send a form triggered by a cell changing?
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…
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How can I create drop downs with selections based on a previous column?
For a product management file, I want drop-downs to be limited based on how a previous column is filled out, as it would be a massive dropdown list otherwise. For example, if "fruit" is selected in the "food type" column, I want the next "sub-type" column to have a drop down list for apples, bananas, grapes, oranges, etc.…
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Smartsheet connections with count
Good afternoon, I am trying to see if it is possible to connect 2 smartsheets and have one supply the results from the team working the data. IE: Business Partner submits request for an area with a unique area ID to be reviewed via a form. Our team then uses the form and goes order by order to review and validate the…
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Barcode Scanner not showing Barcode Picture
I am trying to update our inventory system to Smartsheets and I want to take a picture of a Barcode and instead of geting the picture of the Bar Code I am getting just the numbers. How can I go about fixing this?
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Column Limits vs Data on a Single Row
TLDNR (short version) GOAL – everything in reports / sheets to be on one row per project PROBLEM – I run out of columns and reports won’t merge data from multiple sheets to one row. (long version) Typical spreadsheets can present as one project row and all it’s details in columns to the right (scrolling is left to right)…
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Duplicates
How do i create a formula that shows there are duplicates. I would like it to have a check box in a column showing that "Sarah Jensen" has duplicate expense submission based off Consultant Name, Date of Receipt,Total Expense.
