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Creating a PMO functionality
I have just been assigned the task of setting up the Project Management Office in my company. For now I need two things, firstly a project tracker for tracking and monitoring individual projects and then a master portfolio tracker where all the info that's updated in the individual trackers feed into. This master tracker…
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Dynamic View Questions
Good Day All, I am trying to familiarize myself with Dynamic View. My questions is, upon sharing the view with someone (lets say I share with my accountant) how do we send requests to update things WITHIN dynamic view? Let me propose an example I need to get an update from my plumber on his repair of a pipe. I want to know…
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Can Smartsheet get data from custom HTML forms on a website?
Hello, If I'm building a website, can I create a custom HTML form and get the data into Smartsheet somehow? Smartsheet's native forms don't have the capabilities that I need (conditional logic) and I would like to make my forms a bit prettier. Thanks in advance!
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SmartSheet (A) > MS Flow > SmartSheet (B)
I have a Master SmartSheet from which I pull new rows into a SmartSheet Report. That works fine for Report users who are safe to have access to all the information in the Master SmartSheet. However, I have other users who need some row data but not all row data (I need to restrict user view of certain data). To do this I…
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Nested If with Multiple Check Box to Status Type
I was hoping I could get some help here. So I've decided to create a status for each of the tasks my employee is working on. Categories include: Done On Deck In Progress Not Started There is a checkbox column for each category. IF([Done]@row=1,"Done" IF([On Deck]@row=1, "On Deck" IF([In Progress]@row=1, "In Progress"…
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How to keep cell unchanged in status column
Hi, I'd like to do the following IF([Done]@row=1,"Complete),IF([Target Date]@row<14, "On Deck",<leave unchanged>) Is the whole concept of leave unchanged an option? Because I'd like to keep the default that a person selected as the status, unless it's for an item that's complete as indicated by the checkbox in Done, or…
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Overwriting lines
We are currently having issues with lines being overwritten when more than one team member is entering information into a sheet at the same time. Anyone else experiencing these issues?
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Reassigning tasks in bulk to a New Resource
Hi, I have assigned multiple tasks to Jane, but I a new person is now taking over all of Jane's tasks. So is there a way I can bulk assign all the tasks and the sheets to the new person? Thank you!
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Permissions to edit cells
Hello all. I have several work flow sheets, in which collaborators have to change the status of the tasks, but not all collaborators could change any status. The question is possible edit permissions on cells to avoid that any user could change it? Thanks
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When should we use reports?
When should we use reports? i see no need to use reports, I want to know is there any importanve of using reports?
