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Automating Quarterly/Annual Reminders
I need to setup automations based on a contract date that will notify me on a monthly/quarterly/annual basis so I can process paperwork at the appropriate time. Ideally, I'd like to set it up to send an email 90 days before that date. I have columns for the initial contract date and the frequency (one for the word…
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Finding Next Closest Date of Children
Ok hive mind - I haven't been able to talk this formula out with someone yet, so I am looking for a little help. I have the formula that will fill out the children of my FINAL DATE column, but to fill out the parent row, I want my formula to look at the children of the NON REFUNDABLE DEPOSIT column, and tell me what is the…
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Sending an alert if any one of multiple columns changes after a deadline date
It doesn't appear that Smartsheet has an ISCHANGED function so I am struggling with an alert request. The request is for an alert if any one of 18 different columns has a value change after a deadline date. I guess I could create 18 Record Date automations on 7 different sheets to accomplish this, but that seems like a…
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Return a value when one date is less than another
I'm trying to project the amount of non-bill hours we plan to spend on a project between the non-bill approval date and the contract end date. I'm getting an invalid operation error when using this formula: =IF([Column2]1 <= [Contract End Date]@row , [Approved Hours per week]@row , "") Here's my column setup: I've…
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Formula to add Months to Date
This is the simplest formula I can find to add Months to Date. This considers sum of months exceeding 12, converting it to January and adding 1 to the year. Where: Term column is the number of months to add, Date is the starting date. =DATE( YEAR([Date]@row) + INT((MONTH([Date]@row) + [Term]@row - 1) / 12),…
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Calculating Quarters with a Start and a Finish date
I searched the community and did not see a formula that calculated Quarter based on a Start and a Finish date while also accounting for cases where the year for the Start and Finish date differ. The formula below handles that. A few notes … It assumes that Finish is always >= Start. The entire formula is wrapped with…
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How to record date without time
I would like to use automation on a sheet to record the Open and Closed date for a given RAID item. I don't want to record the time, however. Is there a way to exclude a time stamp from the automation? If it is not possible to exclude the time stamp, what formula would I need to use to extract the datae and time into…
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Pivot App doesn't allow date columns?
I have a source sheet that has the following columns: Project Code , Milestone and Milestone Date . I want to use the Pivot app so that it gives me a row for each project code, columns of Milestones and the corresponding dates for those milestones. Am I correct in understanding that the Pivot app cannot output dates? I…
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Can we set Request for Update to run only on Business days or based on Business days?
Can we set the request for update to be sent based on business days rather than calendar days? For example, I want the automation to send to staff assigned if no change in activities of the row for x days. We want to set this to be business days instead of calendar days. Would this be possible?
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Date format incorrect on forms
Since the updates to the forms, some of the forms we use now have the dates showing as mm/dd/yyyy rather than the format dd/mm/yyyy. Is anyone else having this issue, has anyone else found a way to resolve this? Thanks, John
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Countifs between 2 dates with status
Within Sheet Summary I can't get this formula to work, it keeps saying invalid value. Any help would be greatly appreciated. I am attempting to create a dashboard for items I have being completed on time or not using "0" or "1" through other formulas within the sheet. For example, looking for the number of CPAs completed…
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How to use a nested if with count
We would like to have all the criteria for a created date by week. the number of new helpdesk tickets created by each end user for a given week. Example: Week of 7/7/25 Mickey submitted 5 tickets, Donald Duck submitted 10 tickets, part of Donalds 10 tickets only 5 were reported in week 7/7/25. Report Week of 7/7: Name:…
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IF Statements with Dates
Hi all, I am clearly missing something… I have a sheet with columns for the Start and Date Ends and then another column to track the Status (In Progress, Enrolled/Upcoming, Completed). The formula is currently: =IF([Start Date]@row > TODAY(), "Enrolled", IF([Start Date]@row < TODAY(), "In Progress", IF([End Date]@row <…
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Automated Date Capture Process with Recurrence
I have a sheet where we track Products (per row) and we need to track a user access review every year. To do so, I want to document the Product Owner and the Product Initiation Date - from there (when new row and product initiation date is not blank), I would need to auto fill a cell (Column: Next User Access Review) with…
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Formula for counting rows as they flow in and out
Hi Everyone, We have an intake sheet, fed by a form, that assigns rows to staff members. Leadership wants to be able to balance workload by tracking numbers of rows assigned over a timeframe. On a metric sheet, we use =COUNTIFS({Column Name}, "Person Name") to see how many each person has assigned to them at any given…
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Formula for counting rows as they flow in and out
Hi Everyone, We have an intake sheet, fed by a form, that assigns rows to staff members. Leadership wants to be able to balance workload by tracking numbers of rows assigned over a timeframe. On a metric sheet, we use =COUNTIFS({Column Name}, "Person Name") to see how many each person has assigned to them at any given…
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Date reference and subtraction MM/YYYY
I am trying to reference a cell in the same sheet carrying today's date in MM/YYYY format using =MONTH(TODAY()) + "/" + YEAR(TODAY()). I need to keep an up to date month reference in the sheet for a span of a year. How do I rerence the "Today MM/YYYY" cell and subract a month from it while maintaining the same MM/YYYY…
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If And Formula including dates and isblank
Hello, I am trying to create a formula that will flag the column Delivered Out, if the On Hand Inventory is equal to 0 and the Date Delivered is today or in the past. Both conditions must be met so if On Hand Inventory or Date Delivered Out is blank, it does not flag Delivered Out.
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Automate Date Fields
I have reoccurring tasks that have start dates and end dates. What I would like to do is after the status changes to completed, then automatically change the date fields to the next occurrence. For example: I have a task that has a start date of 7/1/25 and an end date of 7/10/25, and that task reoccurs quarterly. Is there…
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Formula to calculate a future date on a specific day (monthly and quarterly)
I have tasks that need to be completed monthly and quarterly. The due date of these tasks falls on specific days of the month, either the 5th, 14th, or 15th. I have a formula that calculates the Next Date based on a Due column and a Frequency of Submittals column. Next Date and Due are date columns. My basic formula to…