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Child row and Multi- contact cell selections
I am currently developing a portfolio management system in Smartsheet to centralize our work. To accommodate multiple project owners, we are utilizing a multi-select contact cell. When a user is assigned as an "owner," the initiative appears on their individual summary sheet. However, we have encountered a challenge: in…
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Automatic Workflow Question
I am trying to copy the data from a Business Problem cell to a Project Description cell without impacting/changing previous entries. Is it possible to create a single automation workflow that copies/replicates data from "Business Problem" into "Project Description" in the same worksheet? I tried the column formula route…
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Smart Sheet & Resource Management - Functionality
I'm wondering if a) Smartsheet is working on the issue and b) if anyone has a workaround. I'd like to see the status of a task, as it's marked is RM connected to a column in Smart Sheet
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INDEX, MATCH formula referencing other sheet works incorrectly when matching formula column
Formula that I am using is the following: INDEX({Range 1}), MATCH({Search value}, {Range 2}, 0)). In this formula Range 1 and Range 2 referencing another sheet and Search value referencing the value in the current sheet. The value in the current sheet is also based on formula and when using INDEX, MATCH with search value…
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Combining SUMIF( and AND( Formulas
I am attempting to sum a large amount of data into totals based on unit, month, general ledger title, so for example: get a total $ amount for Misc Income in the month of July for X Unit. I'm getting an #UNPARSEABLE error. Are there any clear errors here? I cannot figure it out. =SUMIF({CEAS Budget v Actuals Testing Range…
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Linking dropdown options to member lists
I'm checking out the new Linked Columns feature in Table View and loving the idea of it, and that has me wondering if there's currently a way to link the options in a dropdown to the current list of all people in a Group within our smartsheet team. Example: I have a group that contains all users who are on our inspection…
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Linked Dropdowns in Multiple Columns
I am really enjoying linked dropdowns in Table View (not as in love with Table View overall yet). I have a question that isn't covered in the information: Is it possible to reference the same list twice in the same sheet? I have a pass down log that only supervisors can create. There is a dropdown list for the creator to…
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Copying row from one sheet to another
Hello, I am trying to copy a row from someone else's intake sheet into one of my intake sheet using a templated automation. However, when I try to add the automation to the other user's sheet I can't find my sheet. Do both Intake sheets need to be in the same workspace for this type of automation to work?
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NEW PM Porfolio Template questions
In the Project List, I would like to link a project update cell located in each Project Plan to a cell in the Project List. The project list only gives me the option to link a column. How can i link data to come into the Project List? I can link data out.. When I attempt to link by column, the target column in the project…
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Training Registration and Training Tracking
Think of this a little bit like a registrar. We, at New Mexico State University, conduct a year long paraprofessional certification program. *Participants register for the program. *Training consists of a one week introductory, in person, course, followed by six, live zoom training sessions, spread over a year. *The…
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Flagging rows based on number of occurrences within a range of another date
I have a sheet where I want to count the number of occurrences of the same [PI Name] within a 30-day period [Sx Date]. I only want to count each PI once on any given date. I've given an example below to show how I want the counting done, but the solution can look different from this. Whatever solution I use will have to be…
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Linking end dates to another smartsheet
Hello, I am looking for some suggestions on how best to link an end date. I am creating an integrated schedule with fairly simple sheets. I do not understand why I cannot link an end date. I appreciate any suggestions as I am a newer user.
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I created a date column to generates dates by adding few fields but I am getting an invalidoperation
my formula is returning number of dates, as in adding dates.
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Stopwatch Style Time Tracker
I believe the community has been looking for a solution for years. I have successfully created a way to have Stopwatch Style Time Tracking – On any sheet, at the parent or child row, by individual, and allowing manual edits! This is without using Resource Management. I used Bridge to handle the automation and two sheets…
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Stopwatch Style Time Tracker
I believe the community has been looking for a solution for years. I have successfully created a way to have Stopwatch Style Time Tracking – On any sheet, at the parent or child row, by individual, and allowing manual edits! This is without using Resource Management. I used Bridge to handle the automation and two sheets…
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Cross Sheet Counting
Hello, I have two sheets. One one Sheet I have a column with a drop down of names. I have another column with a dropdown of yes and no. On another sheet, I have all the names as rows and 2 columns. One column is named Video Missed and the other column is named Video Grace. What I need to happen is this: On the first sheet,…
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Linking another Sheet
Hi All, I am having some challenges which I was hoping someone might be able to help me with… There is an existing Smartsheet that a project team uses to display new product introductions. As this sheet is updated in real time and I am not in that team, I can't add fields that I want to track into that sheet; however, some…
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Cell Links Between Sheets Don't Work Consistently
Hi - I have set data mesh cell links between multiple SmartSheets that I own. The properties of the columns on the different sheets match. In the Data Mesh set up, I've selected: To overwrite content To create cell links To run immediately I have multiple instances where data changes on the source sheet and does not update…
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Multi-row intake form
Hello , is there any way you can have multiple row entries in a single intake form?
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Carry over info from one sheet to another
Hello all, I have a source sheet that i trigger an form from another sheet (i embedded the form link to the email). My issue now is that i need to get the ReqID (from source) and have it read only in the new form, that will record in the destination sheet. Bottom line i need to find a way to link the ReqID from source and…