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Capturing Training Completion
We are looking for an easy way to track attendance and completion for a list of trainings. Ideally, we want each person attending a training to be able to check in themselves and mark when they’ve completed a specific course. We would need to track each user. They could enter their name, and we would time-stamp the record.…
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Resource Management Calculation
Summary of Issue All team members work a standard 7.5‑hour day, but only a portion of that day is allocated for project work (e.g., 25%, 50%, etc.). In Resource Management, however, the system currently interprets allocations as a percentage of the full 7.5 hours, instead of the project‑eligible portion of a person’s day.…
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Has anyone used remote staffing (like CrewBloom) to support Smartsheet workflows?
Has anyone here used remote staffing support (like CrewBloom) to help manage Smartsheet projects more efficiently?
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Updating of cells from an approval form submission
I have a sheet of users listed and a field to confirm if they are enabled or disabled. Then I have a second sheet populated from a form, where users submit a request to have access enabled. this uses an automated function to send an approval email to the manager who approves or rejects. What I would like to do is use this…
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Automation for Daily Reminders After X Days Past Due
I'm creating an offboarding checklist sheet which sends out automation notifications to relevant parties in each department. Notifications are sent out when the termination goes live, one week after the termination date (if that department's tasks still aren't checked off as done), and two weeks after the termination date…
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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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Merged: Request for Country-Specific Holidays and Multi-Currency Support in Resource Management
This discussion has been merged.
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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…