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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…
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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.…