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Automation -Approval routing auto declined once approver open the email notification for approval
that is my automation workflow Scenario is for example - user submitted the request for approval there are tier of approvals ; capping amount 0-99,999.00 after RA lead approved the sewhich approval is director of treasury then for the amount 100k and above approval goes to COO but in this once automation sent to the…
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Automation -Approval routing auto declined once approver open the email notification for approval
that is my automation workflow Scenario is for example - user submitted the request for approval there are tier of approvals ; capping amount 0-99,999.00 after RA lead approved the sewhich approval is director of treasury then for the amount 100k and above approval goes to COO but in this once automation sent to the…
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Formatted Dates and Text
Hi everyone! I have a list of report dates that I want to be notified on, but am having trouble getting this set up. My thought process was to create a column with =TODAY() in the first cell, and then set up automations to be alerted when "Today" equals the "Report Date". My issue is that two are different formats. The…
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Best practice for cross-team project dependencies and consolidating reporting?
Hi everyone, I am looking for advice on the best way to architect a cross-team project tracking system. My current setup: I have multiple teams, each maintaining their own individual project sheet. Each sheet contains a list of projects specific to that team. The Goal: Cross-team Dependencies: I want to add a dropdown…
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INDEX/MATCH
I am building out my sheet summary from a schedule. I have a Parent Row column and all of my parent rows have a checkbox. I want a formula that looks at the first checkbox and looks at the status. If status is Complete, that summary field would then indicate that the Project is in Definition. If the status is In Progress…
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Combine emails into a multiple-contact column / multi-contact column
Multiple-contact columns can be problematic to use in Smartsheet. Namely, they cannot be "put together" with a formula. There's many use cases where you need to build multiple contacts into a cell based on criteria/lookups, but there isn't a way to do that in native core Smartsheet. There is, however, a couple of methods…
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COUNTIFS in Sheet Summary utilizing a Contact Card column
I am trying to create a sheet summary, where the field is a formula that relies on a contact card within a column. However, it keeps returning a result of "#NO MATCH". The columns involved are, 1:) Priority (symbol column) for Up, Unchanged, and Down, and 2:) Contact Card column. I am trying to get a sheet summary formula…
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Mark "True" If Value in Cell is Found in Column AND Between Two Dates
Hi all, I am trying to build out a formula that will return "True" if the CIF #@row can be found above it in the same column (CIF #) AND the Days Since Created is between 30 - 365 days. All of the formulas I have tried have only gotten me so far as the "AND". Adding in the dates screws it up. The goal is to determine if…
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Sheet Summary - Column Totals - How to Combine in a Report
I have #'s that pull from each project into each sheet's - sheet summary. Those then get pulled into a sheet summary report. They are currently grouped by what channel they are in. Each column gives a total sum. I was asked to see if we can combine the total sum into one number, so it shows how many total SKU's are being…
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Copy the most recent application cell data from another sheet
I have a master sheet with promotion applications linked to a SmartSheet form. Each applicant is identified by a ID number. There is a second sheet with the managers evaluation form. I don't want to send an update request or approval. I then want to copy the cells from the managers evaluation back in on the same row as the…