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Hammock Task Creation
One of my clients uses Hammock Tasks to represent Project Management and Organizational Change Management in their projects. A Hammock Task is one whose Start and Finish dates are driven by different Milestones. The Start Date would be the date of one Milestone and the Finish Date would be the date of a subsequent…
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Additional Criteria changes result
Hi folks, I'm struggling with a formula that should be simple. When the formula is this, it works great for one of two Types. The second type pulls the wrong Billing Annual Fee. =IFERROR(INDEX(COLLECT({Billing Annual Fee}, {Segment}, Segment@row, {Billing Ownership}, [Billing Ownership]@row), 1), 0) When I modify the…
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Auto Collapse child folders when the parent folder is expanded
Today, on the Browse side bar, when you click the icon, it displays a toolbar with all the Sheets and Workspaces the user has access to. All these folders are collapsed by default. When a user chooses to link a cell from another sheet, the data source menu auto expands all of the folders whenever a workspace is expanded…
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Merged: Add a row at the Summary Sheet thru Global Update that can be linked back to the Intake Sheet
This discussion has been merged.
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Referencing another Smartsheet when #NO MATCH is found
Hello, I've been struggling to find the appropriate formula and AI hasn't helped either. Here is some context as to what I'm trying to accomplish. In my "calculation worksheet" I have a table with Data Links setup. These all work as intended with no issues. The problem occurs because after an items has been marked…
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The intermediary sheet not updating with the source
Hello, I have a destination sheet that is cell linked to a source sheet. The source sheet is constantly being updated (adding information, deleting information) but the destination sheet does not reflect those updates. Is there any work around this issue? Any way that the destination sheet reflects the updates real time? I…
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Copy of PMO suite
Hello I am new to Smartsheets! I have my PMO suite and when I made it I made a copy of it incase i broke something. I broke my metadata sheet and lost all the formulas. I did figure out how to put them in but there a ALOT of sections to fix. My question is can I just copy my copy of my meta data sheet into my old folder…
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How to Get Attachment to Work on Automation
Hello All! I have an automation that is set as Trigger: When a Date is Reached —> Run Once on Date at 5pm. Conditions: Where two separate checkboxes are checked. Alert someone—> Message, Link to sheet and specific fields (an attachment). The automation worked except the attachment. It wasn't included at all on the…
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Continuously update a single cell from a regularly updating form?
Hi, I'm new to Smartsheet and was asked by a colleague if this was possible. We're tracking maintenance needs for on-site business assets that will be managed by a large group of employees. I have a sheet with each asset and their subsequent maintenance needs, plus fields for date of most recent update for each. I want to…
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Gantt Insert with Dependency Mapping
I would like to suggest a feature that allows users to insert or embed one Smartsheet Gantt/project plan directly into an existing sheet without creating a separate sheet. Ideally, this functionality would preserve all existing dependencies (predecessors) from the original plan while dynamically updating them to align with…
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Creating Project Planning Sheets from a Template, Linking to Master Sheet
I created a master sheet that will list all projects for a department. We will also have a planning sheet for each project in the master sheet, created by copying one of four templates (based on the project type). Each of the four templates will have columns set up and a hierarchy of rows based on phases, workstreams,…
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How to Connect Data from Project Metrics to Portfolio Summary
Could someone provide guidance on how to link data from the project metrics back to the Portfolio Summary after a project has been provisioned? I am trying to connect timeline finish dates & status dates back to the Portfolio Summary. Thanks!
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Scheduling Calendars Switch to Smartsheet
Hello! We have a scheduling team that is working out of 5 Google Sheets they created to look like calendars - each tab is a new month and each role they schedule has a different Sheet. There are different scheduling rules to take into account with each role type which makes it nice to see them separately. Their current…
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Linking Columns Across Multiple Forms
Hi! I want to link two columns (Pre-Assessment and Post-Assessment) from my Learner Management Tracking List to my Leaner Data Jan - Dec 2026 sheet. I know who to do the formula. My concern is that the Learner Management Tracking List is live data and we create a new data sheet every year. In 2027, would we just edit…
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Index/Collect?
I am looking for a formula that will take the "Date Manufacturing" entry for a specific lot number from Sheet 1 (my source sheet, see attachment) and have it automatically populate into a corresponding cell onto a secondary sheet (attachment 2) into the row "Date of Manufacturing" for that specific lot number. I have the…
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Can we auto create the Row Link as a Hyperlink to autoconnect to that row yet?
Please tell me this is available. It would be nice to be able to create a column on a sheet that will automatically create a hyperlink to that particular row!!!
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What is the best way to bring in data from another sheet without a direct matching column on both sheets?
My goal is the bring in contact information (Name and email address, 2 separate columns) from a reference sheet {Sheet A} to my target sheet {Sheet B}. I've used {Sheet B} as a reference on many other sheets for the same purpose, however, the data on this particular target sheet is inconsistent with the reference sheet.…
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Attach checkbox column in the source sheet to a specific user per row.
Hi! I am trying to create DVs from this sheet that will do the following: In this screenshot example - Elizabeth is the roadmap owner, but Deb is the Calendar invite owner. So in Elizabeth's DV, I still need her to be able to see this row, but not be able to edit the Calendar Update Complete column. In Deb's DV, I need her…
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Sum if Multiple criteria matches across 2 sheets
Hi, I have two sheets containing a table of items. Sheet 1 is for entire item list and sheet 2 is for items used in a day. I want the sheet 1 to check the sheet 2 and reduce the numbers in the sheet 1 automatically. The problem I need to match two criterias. I tried following after making it work for one criteria. Any help…
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Multiple Projects into a high level Programme / Portfolio Project
Hi Clever Community, Sorry to ask this question as I believe I've seen the answer but that was 4-5 years ago and I cannot find the article now. So I have 4 projects, each with a suite of smartsheets (all from a template) including risks, actions, milestones and timeline. So each of the 4 have the same fields and layout…