Best Of
Re: Pulling a distinct list with conditions
Hi @Karenmst,
Glad to hear that works!
To make sure that you can have the same company name listed more than once in your Company Summary Sheet (sheet 1) when they have more than one project, you could create another column in your Company project data sheet (sheet 2) that uses a formula to concatenate the company name and the project name.
For example, your formula might be:
- =[Company Name]@row + "-" + Project@row
Or, if you’d rather have a shorter code, you could use the LEFT Function to take only a certain number of characters from either or both columns, such as in the following examples - you can use however many characters you'd like from each column:
- =LEFT([Company Name]@row , 4) + "-" + Project@row
- =LEFT([Company Name]@row , 5) + "-" + LEFT(Project@row , 3)
- =[Company Name]@row + "-" + LEFT(Project@row , 3)
Once you have your concatenated company name and project code, you could then adjust the formula you use in sheet 1 to use that column as the column that’s pulled through, so your formula would be:
- =IFERROR(INDEX(DISTINCT(COLLECT({Sheet 2 - Code}, {Sheet 2 - Company Type}, "Type 1")), Index@row ), "BLANK")
I tested this on my end and confirmed that the formula correctly pulls through only companies where the type is Type 1, and only rows where the code (company name + project name) are distinct.
As you can see, the formula still uses your index column. You could, however, use an auto-number column (see Auto-number rows) as your Index column so that every new row in sheet 1 will be automatically populated with the next number in the sequence.
So, your sheet 2 may look something like this:
And your sheet 1 could look something like this:
Hope that helps!
Georgie
Georgie
Re: July Question of the Month - Join the conversation and receive a badge
My goal for this year had to be rescheduled for this year for a number of reasons, but the silver lining is that I will be in a much better position to accomplish my goal by waiting.
So I set a new goal of losing enough weight to go skydiving next month. So far I am right on track with it!
Paul Newcome
Re: July Question of the Month - Join the conversation and receive a badge
My personal goal for 2025 is to be more present with myself, others, and the moment. I realized that I was wasting hours each day on my phone, causing me to disconnect / semi-dissociate from my inner self, my local community, and the natural world around me.
So far, I have deleted my social media and purchased a 'dumb phone' (flip phone) to take with me places. The dumb phone allows me to resist the urge to pick up my phone in moments of boredom or discomfort, and also forces me to trust myself more (actually learn the routes I take each day rather than relying on maps, etc). I have had some truly awesome conversations that I wouldn't have had otherwise, especially when sitting in restaurants with friends. Don't worry, I still have my smartphone for 'emergencies.' :P
I have gotten back hours of time each day, allowing me to pick up new hobbies, join community groups, and venture out into the world more. I started reading physical books again, which is now one of my favorite past-times. As someone who didn't enjoy reading growing up, that's saying something!
I've still got plenty of work to do on being more present, but the progress so far has felt meaningful.
PS, my secondary goal is to read 100 book this year. 61 down, 39 to go. Feel free to add me on The Storygraph if you want to see what I'm reading.
Have a great day!
Emma Gardner | IT Project Coordinator
Vermont, USA
Re: July Question of the Month - Join the conversation and receive a badge
This year, I’ve been focusing on being more present and mindful in everything I do, whether it’s watching TV, walking, working, or updating Smartsheets. I regularly check in with myself to notice how I’m feeling and what I’m experiencing. If I get distracted or frustrated, I pause. If I’ve been deep in a task too long, I take a quick walk. Even on a walk, I’ll check if I’m really present; do I hear the birds in the trees?
It’s not about changing everything I do, but about staying aware and grounded in the moment. But journaling or taking notes helps me spot patterns, like realizing I’m more productive with tea than coffee! That awareness only came from paying attention and writing things down when something stood out.
It’s a small step to shift my awareness, but it’s made a big difference in helping me stay present, notice what works for me and what doesn't, and it helps me move through my day with more clarity and intention.
S.Stone
Re: Selecting the "From" when sharing a report as an attachment in email
You're correct in your guess - no, there isn't a way to customize the sender for PDF attachment reports in Smartsheet like you can with automations.
How it works (as you probably already know):
- PDF attachment reports are always sent from the person who set up the report
- Unlike automations where you can choose between "Smartsheet Automation," sheet owner, or organization sender, reports don't have this flexibility
- The "From" field will show the email address of whoever created/scheduled the report
Re: Work with Flow - A Space Story
I've created several projects from Smartsheet, and also utilizing the Dashboards to create a creative way to display content to exec leadership that is clean and user friendly. Instead of handing them an excel document, we're able to display nice graphs, and easy content for them to read. I agree with @Wilen FL, Smartsheet is both challenging and rewarding, i get such a high off of trying to figure something out, and then finally achieving it and building something beautiful. In other words, i am OBSESSED with Smartsheet!
Cayla Davis
Re: Work with Flow - A Space Story
@kowal I have the same plan. Currently spending every free moment I have learning as much as I can.
Re: Can you uses forms to populate fields in existing rows instead of creating an entirely new row?
Happy to help!
You'd use a so-called helper sheet and have the initial form submitted to the first sheet.
Then, using the URL-query feature and an auto-number column or another unique identifier, you'd create a link to the form in the second sheet and send it in an Alert.
Using cross-sheet formulas (VLOOKUP or INDEX/MATCH), you would collect the data from the second sheet and, using the ID, connect them to the correct rows.
Make sense?
✅ Remember! Did I help answer your question/solve the problem? Please support with💡 ⬆️ ❤️, and/or ✅ Answer. This will make it easier for others to find a solution or help answer! I appreciate it, thank you! 🙏
Andrée Starå
Re: Formula not working - correctly
Hi
Your current COUNTIFS will only count rows where the value in Range 6 matches exactly that in the primary column.
If you use the HAS function, you can count the rows where the value of the primary column is one of the multi selected options.
Replace
[Primary Column}@cell
With
HAS(@cell, [Primary Column}@cell)
Re: Autopoluate date information to another cell
Thank you for your quick response! That worked!!

