Best Of
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!!
Re: Solution Spotlight (HLS)- Dynamic View for Insurance Verification & Accreditation Processes
Hopefully this works! Let us know if there any any issues. @HLChristiansen
tcleaning
Re: July Question of the Month - Join the conversation and receive a badge
What is a personal goal you've set for yourself this year, and how is it going?
That's an easy one. I know my workplace is under budget cuts and I have not been to ENGAGE the last 2 years. My personal goal is to attend ENGAGE in November. I bought my plane tickets already, and I have a plan for how to pay for the rest of the cost by the end of August. I would say that I'm about 10% done and 90% to go, but that's ok because it's a baby step in the right direction.
virgh

