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INCORRECT ARGUMENT SET on an =IF function
I'm trying to pull in the contact information of a second HR Business Partner, contingent on the department of the individual, from a separate reference sheet. However, not all departments have a second HRBP— so if the column of "second HRBP contact info" is blank, I don't want anything to be pulled into the new sheet's…
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#INVALID DATA TYPE on an IF( function
I have a formula that I'm trying to get to solve the following situation: If someone has worked for less than 2 years (<730 days), the "destroy on" date should be their hire date plus 3 years (ex. hired on 1/13/2021, destroy on 1/13/2024). If someone has worked for 2 or more years (730+ days), the "destroy on" date should…
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Cyclical or Yearly Events
Every year, employees need to update their benefits, complete their performance reviews, etc. How do I add a cyclical event to a project plan? Visuals are greatly appreciated! Thanks! Millie
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How can I use Smartsheet for Resource Management from scratch?
Hi Everyone, I recently came across a YouTube video mentioning that Smartsheet can be used for Resource Management. I'm interested in exploring this feature, but I'm not quite sure how to get started. Could anyone from this community guide me on how to effectively use Smartsheet for resource management from scratch? Any…
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Is there a way to log the email of a person submitting a form without requiring them to Login?
I have a Risk & Issues tracker on a Smartsheet grid; For people to submit a new Item we have them submit a form, but some folk with edit access are able to bypass the form (And it's required fields) by manually adding new cells to the sheet. We were able to track these using the Created By column, if the email was…
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Current User Dashboard Help
Hello there! I am trying to build an employee portal where one of our staff can see a dashboard that contains just their information. I have two sheets, one that tracks TO DO's and one that tracks GOALS. I would like them to see only their assigned tasks. I know there is some way to set this up so the dashboard shows only…
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Form that can perform math
Hello - I would like to use Smartsheet to collect resourcing information. Specifically, I would like to send a form once a month to each employee, and ask them to specify the percentage of time spent on each project they work on. For example employee 1 would enter Project 1 0.5, Project 2, 0.3 Project 3 0.2. The…
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Automation to Auto-Collapse a Row
It would be great if you could set up an automation to auto-collapse a row based on a status or a date that is in the past. I use a grid and calendar to breakdown payroll deadlines and reminders for a whole year and the sheet can get pretty big so having a rule that will auto-collapse rows when something is completed or…
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Multi- Row Solution
I am trying to create a workflow for an expense report that allows me to turn it into a PDF. Is there a way to utilize the generation of multi-row so I do not have to create columns for each individual expense?
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Solution Spotlight (HLS)- Dynamic View for Insurance Verification & Accreditation Processes
Hello all! On Tuesday, 1/7/25 at 11:30am PST/2:30 EST the Healthcare & Life Science (HLS) Solution Engineers are putting on a Solution Spotlight Demonstration of two unique solutions utilizing Dynamic View to securely control data. The registration dashboard is here (no account required, and even if you can't attend we…
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Using Smartsheet to create Time Off Request Calendar, Dynamic View, Form, Report, in Dashboard
Hi all, Through some trial and error I created a Time Off Request system for my team (80 people) I started with grid rows: Employee Email (text), Supervisor Email (text), Division (drop down), Time Type (drop down: Vacation/Personal/Admin/Comp OR Sick/Bereavment/Jury Duty), Start Date (date), End Date (date), Partial Day…
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Form Data Validation Against Dataset
The ability to control text form entry against a large dataset. For example, I have a form that went out to 1,500 employees. The primary column is their name. Now when I want to check who has vs. has not completed the form, I have to manually check for false negatives due to slight differences in how they typed their name…
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Can multiple users use the same sheet without causing changes for other users?
Sorry if my question is unclear. Here's what I'm getting at: I have an onboarding training checklist I made for all new hires. Each new hire has their own individual dashboard. Basically, I want to add the general onboarding checklist (which is a sheet) to each employee's dashboard. However, I want to know if there is a…
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Help stacking COUNTIFS?
I have two fully operational COUNTIFS functions that calculate independently without issue. One counts how many absences occurred in a specific time range by referencing a date column on an attendance tracking sheet. The other counts how many absences occurred in a specific location by referencing a location column on the…
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Does anyone have a solution for tracking occupational health information?
I'm looking for a solution to use forms for collecting employees' vaccinations and other occupational health requirements for employment. Different from the current templates that help track pandemic items. We need to be able to send a form during employee onboarding to request that the candidate submits their vaccination…
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Trying to use Time Function to calculate how many days,hours,minutes
I am using this found in the functions list: But Error says #INVALID DATA TYPE. Is that because the columns i am referencing are cross reference formulas and not text/number types? SEE BELOW FORMULA AND SHEET: =DATEONLY([Pending Tech Response Date/Time Stamp]@row) - DATEONLY([Completed Date/Time Stamp]@row) + " day(s), " +…
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How do I add age range
I am trying to take a list of all employees that includes their info like department, name, and age and then create a age range (like 16-24, 25-34, etc...) so I can then count how many employees fall under each age range. I have tried two ways and neither work. FIRST ATTEMPT: -The first and i think easiest is to have a…
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Viewing team capacity over time
I am trying to see my team's capacity over multiple projects for each week to see who will have capacity to take on new projects. In the past I've done it by hand to look like this and I know in my mind the demands of each phase for a given project. This is quickly becoming unsustainable as we grow. I have a task list for…
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Help with Index Formula
Hello! I am creating one master sheet for a variety of portfolio metrics (we currently don't have control center - working on that!) and am having trouble figuring out the best formula to populate the data I need for this one item. I want to calculate how many strategic projects vs. KTLO projects a team has for the…
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Formula to generate a weighted average score
Hello! I'm trying to create a formula that will generate a weighted sum total across a couple of criteria columns after each column has been assigned a score. Each of the columns will have a drop down where we can select a score (from 1 - 10). Each column will have a different weight: Enterprise Priority: 35%; HR Priority…