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Building sheets that talk to each other
Hello, I have two sheets I would like to reference data to and from and I understand how to us the =VLookup option BUT what I cant seem to get it to work. I basically want one sheet that our shipping team updates to automatically update another sheet my purchasing team uses. The columns have dates and check boxes so when…
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Proof Approvals
Hello my fellow Smartsheet friends! Looking for some feedback re: apps/add-on's. We utilize alerts & actions by sending approval requests to our customer, for proofing purposes. Our customers often complain because they cannot manipulate the actual document to show where corrections are needed, or cannot highlight certain…
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Template to track Business Checking Account
Hello all, Is there a template that tracks a Business Checking Account. To extend on that, I'm also looking for a template that will generate invoices. Thanks -Bill
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Hide rows when a task is completed.
Hello! Smart sheet is a good tool for keeping upto date with daily tasks. However as the days go by the rows increase and they are not in the normal view and we have to scroll down to go to the tasks. Is there a way that the rows will automatically hide after a few days of completion or once the task is completed. Thanks…
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Bank Statement Checklist and weekly notification of missing statements
Good morning, I am trying to build/find a Bank Statement Checklist that will notifiy me of all missing bank statements. For example, as of today, we should theoretically all bank statements from October 2018 and prior. I would like a monthly email sent out notifying me or somebody of all missing bank statements. I am…
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What happens when you approach Maximum Rows in Smartsheet?
I know there are many advantages to having many small sheets in Smartsheet rather than one large sheet. However, in some cases, it seems easier to manage to track many small, similar projects on the same sheet. Has anyone had experience with sheets that have a number of rows near or over the Smartsheet maximum of 5,000…
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How to update a cell with a formula?
What would the syntax be in the formula portion of the update be? I'm confused because some of the formulas I work with have the double quote character in it. For example, I have this as apart of my request. "formula":"=IF([Manager]@row = "Tom Hank", "TM", IF([Manager]@row = "John Oliver", "JO", IF([Manager]@row = "Elvis…
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Last Modify Date based on Comments
I'm looking to see if there is a way to update the "Last Modified Date" system column when someone adds a comment to a row.
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Clear RYGB balls on completion of a task
Hello, Currently we are using the RYGB balls as a priority indicator. One of the things that happens when you are completed with the task is that you have to clear the ball manually. I would like to automate the task. <Column 1> RYGB <Column 2> is a drop down with the following "Canceled", "Pending" and "Released". I would…
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Editing a Drop Down List
I am creating a Tasks List and am wanting to use a Drop Down list to indicate the Client the Task refers to. Our Client list is ever-changing. Am I able to add or delete clients from the Drop Down list without affecting the data in the other Client cells? I am hoping to keep the list alphabetical, so additions and…
