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In Smartsheet, how do I lookup and return different values from sheet 1 to Sheet 2 in one cell?
Hello, In Smartsheet, if I want lookup and return different values from sheet 1 (Test-IMS) to Sheet 2 (Test 2-SOS) in one cell, what should I use? Note: The two values from Sheet 1 will be different. Let me know if you have questions or I need to clarify more. Thanks,
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Filtering by Cell Links
In our workflow, we rely on cell links to populate data from separate team sheets (SS Logs) into a master sheet. Currently, when filtering our linked "Last Contact Date" column for blanks, the filter includes: Cells that are blank and not linked Cells that are linked and the source cell is blank This makes it difficult to…
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Filtering for Linked Cells
I am trying to run a report for all of the cells in my "Last Contact Date" column that are not linked to another cell. We have separate teams who are populating separate sheets (SS Logs) so we can link the dates back here, but until they do, we'll just see the dot indicating it's linked with a blank value. The full sheet…
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Is it possible to send emails to form submitters?
I have a public facing form and was looking to provide an automated response to the form submitter, but the submitter is not part of our organization/part of contact list. I would like to use the e-mail address they provide to send an answer. Hopefully with the document attachment that is created automatically through…
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Table View Matching
I'm doing a column match in table view. Here's the results I got: When Source Sheet primary column is a calculation = No Match 2. When Source Sheet primary column is manually typed = Match Nothing else is different, is this a limitation that you can't match on a calculated field? The column types are both Text/Number.
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Reference links break in formula
I want a formula that can reference updates on another sheet and add the info onto my sheet. The other sheet is a schedule that has job locations and PTO time for each individual on each day of the week. I want to know the dates that each individual on the sheet has an upcoming PTO, and for my sheet to update with 'PTO' on…
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How can I set up recurring tasks in Smartsheet?
I need tasks that repeat (daily, weekly, monthly, yearly). Each should show a due date and a “Completed” checkbox. When I check it off, I’d like the task to log in an archive sheet with the completed date and then reset on the main sheet with a new due date and cleared checkbox. Has anyone found a simple way to do this?
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Lookup Value Issues
I am trying to populate a column from Sheet A into Sheet B and Sheet C. My Lookup column for Sheet A is formatted as such so there is a ' in front to account for ones that have a leading 0 and some do not. Each ID should be 6 digits long. I made a helper column looking at this Dealer ID column to try and get rid of that…
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System to manage ideas into improvement initiatives
I'm trying to create a system to take improvement ideas logged in a sheet through a triage process for each business unit and then finally into improvement initiatives that will address multiple ideas. My idea is to have a sheet that sits behind, and the reports for each B/U for both the triage and initiative stages that…
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Considerations when adding a second Project Plan to our template through Control Centre
Hi all, I've been requested to add a second version of our Project Plan to our Workspace that runs through Control Centre. I'm thinking of simply copy/pasting our current project plan into the same sheet, and use the indentations to mark the 2 versions of the plan. I know I'll have to go through and update predecessors,…
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Critical Path based on a release
I would like to see a critical path on a large project based on a release number. The critical path seems to be only available on a sheet basis. I can use a critical path filter that works great – but again works on a whole sheet. I was thinking about using a Release Number filter and then copying just those rows to a new…
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x-sheet reference - trigger for automations
Trying to trigger an automation that is not working b/c the source column is a x-sheet reference value. I understand tht x-sheet references cannot be the trigger for an automation to run on the destination sheet. I've added a helper column on the destination sheet that is a formula column that references the column that…
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How to Display Clickable Links on a Dashboard That Update from a Metric Sheet
I need to add clickable links on a Smartsheet Dashboard that automatically update based on changes made in a Metric Sheet. I tried using a Metric widget, but the links appear only as plain text and are not clickable. Is there a way to have hyperlinks on the Dashboard that stay clickable and get updated whenever the Metric…
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Multiple Forms - Add info to existing row
Hello! We work with a registration form that feeds a master sheet, we want to add another form that will update or add a request for change for a registered contact, but we do not want to generate a new row, we want Smartsheet to match the name or ID to the initial registration and update the columns. Do we need a formula…
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Automation option: Copy value from another cell in the same row
Provide an Automation option under Change Cell Value to "Copy value from another cell in the same row". This is necessary when managing data with data shuffle and cross references. It is the only way to automatically capture data snapshots when certain conditions are met, or one-time replace data when certain conditions…
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How Can I Resolve #INVALID Errors in Automated Capacity/Utilization Report?
Hi Smartsheet Community, I’m running into #INVALID errors in a resource management report and can’t seem to track down the root cause. I’ve attached two visuals for context: A screenshot of the report showing which team members are affected (#INVALID appears across all months for some users like Jerritt and Danny). A data…
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Does the change in value within a formula not count as a change?
I'm trying to create an automation. In this automation, I want to copy rows when a value changes based on a formula (a count from another sheet), but the automation isn't triggering. What could be causing this issue?
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Invalid Operation Error on Dashboard but not on Report
Hello, I am using the Smartsheet Dashboard to communicate production status to colleagues. I have a widget on the dashboard meant to display the overall status of the manufacturing run by pulling the status of the last item on our task tracker (Condition37). The tracker is displaying the correct status, in this example…
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Best formula to link data in another cell
Hi all, I wanted to know what the easiest way would be to link data from one sheet to another. I have working cross-reference formulas, cell-link, and even just using miscellaneous formulas to reference them, just as proof of concept. I was wondering, what is the difference between using Index-Match to pull in data, versus…
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Allow Column Linking with Auto-Number Fields in Table View
Description: In our grant process, applicants submit an application which is assigned an Auto-Number (e.g., FAC-00001) — this becomes their official Application Number. When a grant is awarded, recipients are sent a unique URL to a report form where the Application Number is prefilled. We would like to link the Application…