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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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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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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…
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Help with returning Yes value if multiple criteria is met
I am trying to identify which RED customers from one Sheet 1 have already been added to our CEM (Customer Escalation Master) Sheet 2, so I don't have to manually spot check between both. I created a new Column called, "On Escalation Master?" and want to return a Yes or No value. I am getting #UNPARSEABLE error when I try…
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ad sheet to report automatically
i have a folder under "sheets" that has all my ongoing project. i made a few reports that sum up info from all sheets my problem is that every time i add a sheet to the folder i need to manually add it to all my reports how can i make it that every sheet i add to that folder will automatically be added to a report?
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Referenceone sheet and if 0, reference another sheet
Hello, I've been using smartsheets for several years now but really only starting to use formulas until recently so forgive my lack of knowledge. I have three sheets in play here. The primary sheet is looking at the second sheet for an average based on all references of a SKU. The second sheet might not have data for a…