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Moving from 2023 to 2024
In 2023, our data was recorded by regions which then produced a President's report and Dashboard. Beginning in 2024, the data will be recorded as one company and not by regions. My sheets were originally set up with the help of a Smartsheet Professional so I am not sure how the formulas in the background are set up and how…
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How can I include comments in a portfolio view?
I'm hoping to use Sheet Summaries on project plans to roll all project information into a portfolio report, but one thing that I need is a way to have a 'status update'. We use comments and the conversation tab heavily in project plans, so I can pull a 'latest comment' column, but I want to pull comments made for the…
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Duplicate Specific Number of Rows
We are giving people the option to say they need multiple of the same request so they don't have to fill the form out multiple times. Is there a way to have smartsheet (or connector) create a specific number of copies of rows? If they said they need 3 of the same request, we would want three line items.
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How do I clear content of a cell? Sheet from: Template Project Tracking and Rollup
Hi, I am new at Smartsheet. I am using the sheet in the template: Project Tracking and Rollup. When I add a column and with a checkbox or a date for an example, the checkbox is in every cell in that column, but some of my rows are main rows and therefore I want the cell to be empty. How do I remove the checkbox from a…
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How do I create an automation for a client to confirm receipt of a product?
I have a form set up for users to submit when requesting our service, and I'd like to create a way for that client to confirm they received the product at the end without having to send e-mails back and forth or have them physically sign anything. I don't want to give users access to my sheet or reports. It seems that…
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Require a number format
Is there a way to force input in a form to be in a specific number format? For example, require that a customer number be 10 digits, or an account number be XXXXXX-XXX?
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Blank rows added after a new entry is created through form, why?
Why is it that it keeps occurring to me that when I get a new row of information (populated by a form) about 10 additional BLANK rows get instantly added on my main sheet? I have to keep deleting this manually and it's just adding a ton of manual work. Any explanations, solutions to this?
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Repeated Task
Hello all you wonderful SmartSheet users I am trying to find a way to represent a repeated task and the associated information (Start /finish Dates, Status, % complete) from the first time this task is completed. i.e. I have a drawing and its associated sub tasks. This drawing is a sub-task in a later drawing. As such, I…
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summary of sheet summaries
My project contains multiple sheets that need to be summarize. Each sheet has a sheet summary but since my data spans across multiple sheets, I need to combine the calculated fields in my sheet summaries to be combined (sum, average, count etc). I realize I can create a metric sheet that makes use of formulas and reference…
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Need help with nested IF equation
I have an IF equation that is working fine for me, however, I would like for anything that is past due to be "Red" in the task health bar. Right now, because I have "Grey" as the first clause even if an item is beyond it's end date, if it is "0%" complete it shows as "Grey." How do I adjust the formula to make any thing…
