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Triggering a Workflow on existing data
Hello, I can't seem to figure out how to trigger a new Workflow on an existing data set. I created a Move Row Workflow that is triggered by a change in my Status column and where there is a date present in another column (two conditions). I am having to change the Status from Completed, save it, then change it back to get…
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VLOOKUP with IF and IFERROR Formula
I need to figure out the VLOOKUP formula within the Barrier Management Survey Status Sheet to where IF the Services Completed is “Door Program” (within the Shared Services Program Survey sheet), and the Facility Name matches, to then pull in Survey Status “Complete”, otherwise (IFERROR) "N/A". This is the new formula I…
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Personal consultant
Hello Everybody, I need assistance for building a solution for my company with smartsheet, I'd like to know if I can have support by a freelance expert or a partner. I'm in Italy, so it would be great if we could speak italian, but in english is also good. You can write me at f.cesaroni@immoveo.it Tank you very much
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Newbie Question: Want to Count "Product Name" but only if its date is in the future
Hello! I am very new to Smartsheets and I am trying to get the best use out of it. But, I am little stumped. I have a COUNTIF formula to count how many times a product name is mentioned in the sheet and then I used conditional formatting to highlight it if there is more than one time the product is mentioned.…
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How do I create a Index/Match formula w/ a condition across sheets?
I have a sheet with a bunch of site location data. This sheet includes a check box column showing if the site is Open (Checked = Open). I have another Project sheet where I want to pull in only the OPEN Sites and populate 3 columns from the Location data (Site Name, Region, & Size). I am having a hard time finding a…
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Back up not complete
I requested a back up of my smart sheet on the 24th. It is still pending. Who do I contact to get that back up. Smart sheets won't let me attempt another back up with that one still pending.
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Filter Including Parent Row(s)
I have created a filter for one of my sheets but would like to include the parent rows for the rows matching the filter criteria. The filter is for all rows with "February" as the invoice month - see the screenshot below for more detail.
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Switch Formula
Hello, I have recently integrated a project plan from MS plan to Smartsheet's however I can't seem to get the auto RAG Switch function working working as it was in Project Plan. This is the formula I used. Can anyone please help :) Switch( ([% Complete] = 100), "C", ([Baseline Finish] < Now()), "R", ([Finish] > [Baseline…
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Formula for RYG Symbols in Child Rows to Update Parent Row
Hello, I'm wondering if there's a formula that could automatically update the parent row in a column that has RYG symbols? The parameters would be: -Green overall (in the parent row) if all children rows have green symbols? -Yellow overall (in the parent row) if any children rows have at least 1 yellow symbol? -Red overall…
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Lock all rows in a sheet
Morning, I need to be able to stop anyone other than the admins of the sheet from adding rows but I also need to give users "commenter" status because I want them to be able to use the comments. How can I make sure the only ones allowed to add rows are admins? Thanks
