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Data Shuttle to automate identification of differences between two excel sheets with > 10,000 rows
Can it be done? Data Shuttle to automate identification of differences between two excel sheets (one column in particular) with over 10,000 rows. Basically what the title says. I want to automate a process and was pointed in the direction of Data Shuttle to accomplish this. I have a regularly reoccurring excel sheet that,…
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Hi everyone. What template works best to manage production of communications?
We need to produce several types of communications, including a newsletter and communications to various stakeholder groups. I am not finding a great template to help manage the various items. Do you have any thoughts?
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Is there a way to make a field in a form auto populate street address as its being entered?
I have a shipping management Smartsheet that has a intake form with a address field. When users fill in the address field sometimes they do not provide the entire address. I want the address to auto populate as they type in their address.
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Include Column Origin in Properties
This request stems from my copying and moving rows from sheet to sheet. It would be very helpful for me to click on a column and see where the column originated from (Sheet name). If it was copied/moved and carried over from a different sheet, or if it was created within the current sheet. I'm running into very frustrating…
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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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Formula Issue
I want to get a dollar amount based on if a checkbox is selected. I am running a program where participants can get gift cards as incentives. I am using a separate sheet for the amount for each incentive. The other sheet columns are named the same as the incentive. Each column is a checkbox. To explain what I want, let me…
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Adding Nigeria into Phone# Country Code drop-down list
I work for an international non-profit, Society of Women Engineers, and we have some users in Nigeria, Africa that pointed out Nigeria is not an option in the country code drop-down. We would like to see Nigeria added, especially as our organization moves to increase visibility and recruitment in Africa.
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Reminder automation
Hi! I'm trying to set up an automation for weekly reminders if certain conditions are met / not met, and from what I can tell everything has been entered correctly, yet when I run it to test it seems to fail. Any help is appreciated! Here's a description of the situation and what I have set up: Several farmers markets have…
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Best Way to Represent Multiple Due Reports?
We are utilizing Smartsheet for Non-profit grant tracking, including for awards that we have received and have reporting requirements for. I am wondering what people's best practices are for something that has multiple due dates and report types. Here is an example of a standard situation: Grant A Narrative reports are due…
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How to turn on notifications for sign-ups?
I have created a SmartSheet sign-up for an event I am hosting and it looks great. However, I am not receiving notifications when people sign up with the sheet. Instead, I've been refreshing the page every morning. Is there a way to turn on notifications for sign-ups specifically within a sheet? I've already gone into my…
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Has anyone used Smartsheet to build a term tracking sheet and dashboard for boards of directors?
I'm interested in using Smartsheet to build a dashboard and spreadsheet to track term limits for our board of directors. If anyone has done this before and they are willing to share an example, that would be very helpful. Thank you in advance!
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How to combine multiple sheets with large volume of data
I have a large data set (9K rows + 250 columns) so it is broken up into multiple worksheets. Is there a way to combine? I have figured out how to build reports on multiple sheets, but not how to compile the results for a dashboard (ex: count how many records are across all sheets and have this on dashboard with a breakdown…
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'Save' button for work in progress, for external form-fillers?
We use Smartsheet forms for grant applicants to submit initial information. Without a 'save' button or feature, we've had to advise our applicants to prepare all their answers offline, and then enter all their responses in one session. This can be problematic if the applicant gets pulled away on another task, call, e-mail,…
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Modifying a date based on 2 variables
Hello Everyone! I would like to create a formula that says If the value in the "Variable" column is "HIGH" AND the date in "Column 1" has a year less than today's year, return that date with TODAY"S year. Otherwise return that date unchanged. In other words, dates in the previous years are brought to this year, dates in…
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Tagged Comment Fields
Would be two suggestions, one is ability to add tags/categories to comments. Second would be ability to configure the tag(s) to be shown in the latest comments column that was recently added We use multiple columns to add notes and comments for a mission from particular program areas such as volunteers, logistics, safety…
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Health formula help
Hi - I'm sure lots of folks ask for assistance with similar things, so I apologize if this has already been asked/answered; I just haven't found anything to match my particular situation. I am trying to create an IF statement that will take into account multiple columns and conditions for a grant funding project management…
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Index Collect that excludes previous values in returning sheet
Hello- I am attempting to create an architecture where employees are auto-populated based on role. I have a sheet with the entire orgs employee list that contains names, employee numbers, and titles The working sheet is attempting to pull in all people of each job title. Each row is a job title (same title with multiple…
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[RECAP] Breaking Ice and Breaking Barriers with Special Olympics Washington ⛸
Earlier this month, we welcomed Special Olympics Washington athletes to Seattle Kraken Community Iceplex for the second annual Breaking Ice and Breaking Barriers event! It was an amazing night, celebrating with our partners our shared goal of creating an inclusive community, changing how the world works (and plays). Thank…
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therapy caseload/client data tracking... anyone have success with smartsheet?
Hi all, I'm an Occupational therapist for kids with autism. After the pandemic rendered our therapy office paper data filing system obsolete(I couldn't access it from home), I determined to make the move to digital client records Smart sheet seemed like a user friendly option over excel I'm looking for a basic set up that…
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Help with counting formulas and exclusions
Hi there, I'm trying to create a formula that would count all instances where a certain option is selected from a Multi-select drop-down and then it would subtract any instances if a certain category has been selected in another column. For example: This formula gives me 13 counts: =COUNTIFS([Curatorial…