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Automatically move rows?
Is it possible to have rows move automatically from one sheet to another (to make room on the first sheet) when they are over 8 days old? I am doing it manually right now, and that means I have to do it every few days.
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Sheets Showing up in Search
Is there a way to prevent a sheet from showing up in a search? I have a handful of "behind the scenes" sheets that appear in the search when my team searches for something. Is there a way for a sheet not to appear in the search? (That is, just show the sheets that they will use, not the "behind the scenes" sheets?) They…
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Marrying 2 sheet datasets into 1 row?
Hoping someone might have come across this scenario. I have a three-step process where a phone scheduler calls to gain info from the client, then a field rep needs to go onsite and gather info followed by a report generated from both parties. A primary key for both parties inputs will be a Policy # The phone scheduler will…
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Use "Created By" auto generated field as a "contact list" for use with approval workflow
I have a form that is use to submit travel requests. I would like to set-up an auto-field that captures who the form was "created by", rather than having them enter their name into the "contact list". I was hoping to use this to then send an auto-generated workflow to this contact. However, I believe workflows only work…
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Insert row does not auto-fill
I thought this worked before, but maybe I am mistaken. When I insert a row (using the right-click menu, the row drop down, or the insert key), the formula from above and below the new row do not auto-fill. I really don't remember seeing that before. Craig
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Command D not working or user error?
I recently switched to a Mac and am trying to get all of my new shortcuts down and I cannot get the command-D functionality to work. I have tried it on index/match formulas and simple arithmetic formulas as well with no luck. When I have a cell with a formula, I am highlighting that cell and pressing and holding command as…
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New Comments window
The other day our comments pop up box went to the classic pop up square box in the middle of the page to a slide out from the left side. Terrible Idea now it cover a third of the page and I am constantly opening and closing to see the date behind it . The pop up box was better because it could be moved around the page to…
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Workflow issue
I have created a workflow that seems simple enough. I am using it to approve document changes. The trigger block is the date change (Revision date). The "Other" is if the Supervisor Dept has not been selected, it would Request an Update from specific personnel. However, I made some updates to a sheet. The trigger for…
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Compare/Track planned dates vs actual dates
Hello, I would like to find the best way to track our time slippage in projects. Each project (sheet) in Smartsheet is essentially a big timing plan. However, things don't often go to according to original plans, and the dates have to unfortunately change often. I would like to be able to track how these dates changed, so…
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Pivot on contact list - returns email address
When I use a contact list in a pivot the email address is returned, I'd like to see the name so I can use the Pivot in reports and show the name, not an email address. Is this possible?