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Is it possible to automate link creation between 2 smarthsheets?
Regarding the question above, consider a scenario where 1 project requires 2 linked smartsheets. Now consider a scenario where 50+ projects each require 2 linked smartsheets and a new project is added to the que 2 or 3 times a week. Is it possible to have two "master" smartsheets linked to each other that can be copied and…
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Formula to Roll Up Task Status
Hi All! I am looking for some help with a formula that I haven't been able to find in the community already. I'd like to roll up my Status column to the parent rows with the following conditions: Parent shows as Not Started if: All children are either Cancelled or Not Started. Parent shows as In Progress if: Even one child…
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Can I make a template with sheets I already have?
I have been looking into saving my sheets as templates, and I think this would be a great option for our uses, but the problem is that all of my sheets for this year have been created. Each year I have 8+ large sheets with the same structure, and throughout the year we make some changes to formulas, add columns, etc. Right…
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How to edit a template
Hi everyone I have a template saved in a workspace but can't see how I can edit this - can anyone help please? Thanks! DW
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Building a Q&A sheet
Are there any templates for building an FAQ database?
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Formula: if checkbox is checked then add or subtract
Hi everyone, I would like to have a sheet that tells me how many goods we have left in our warehouse. The idea is that employees report via a dashboard whether they are taking something out of stock or returning something. If one checks the column "IN" or "OUT" they also have to add the amount. That amount should be…
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Intake sheets add on process flow task management aligning with project plan
I am setting up a sort of hybrid project with a large cable manufacturer, the project started and stopped during COVID and they had no task management. I am to use SmartSheet for the project plan, which I have mostly in place other than sites not visited yet. At the end of the day, I am standing up an OT network at several…
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Team Vacation Planner - automation to notify if too many people are taking the same day off
Hi there! Is there any way smartsheet can set up an automation that if there are too many people taking the same day off it'll send an alert to me? I have a start date and end date column I also have another helper sheet with each day (excluding holiday, Saturday and Sunday) in each row and different departments as column.…
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Changing more than one sheet
Hi, I was wondering if there was a way to alter sheets based on a single template without having to go into each one individually? If I had a template that I used for different task lists and I wanted to add a column, automation, or even a choice in a dropdown, is there a way for me to do that simultaneously throughout all…
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How do you fix a missing reference?
Using the PMO template, I keep running into errors where my references are broke or incorrect. For example, on my Portfolio Metrics sheet, my references should be listed like below. Instead I only have Project ID. My formula is the same. How do I get back the missing references of Portfolio Summary Data and Portfolio…
