Best Of
Re: Index IF formula for data in Row bases on Column data
Hello @Marielitos
If you're going through the path of using formulas, you'll need to create the formula on each column on your destination sheet. Also, I think you'd want to use INDEX/COLLECT functions instead of the INDEX/MATCH since you have the criteria of Yes/No.
So something like this for every column:
=INDEX(COLLECT({Column X},{Unique Identifier},[Unique Identifier]@row,{YES/NO Column},"Yes"),1)
Another easier way is just to do the automation and copy the row when the Yes/No column is equal to "Yes". Formulas and cross sheet references won't be copied over to your destination sheet only the values/ data will be copied over.
Melissa Yamada
Re: Jumpstart 2025 is filling up quickly — request an invite!
Looking forward to it!
Ray Lindstrom
Re: Adding a group in contacts column
Hi @User251
Unfortunately no, but I got round this by creating a master sheet that holds all my groups as a pre populated list of contacts in a cell. I then pull these group of contacts in a cell into any sheet I want using a simple index match formula.
It gives me additional flexibility as I can manage the groups of contacts across a single sheet, I can then use formulas based on criteria to pull different contact groups to that row and manage who receives notifications or access via dynamic view.
Just means when you update a group, you also need to update the respective group cell on the master sheet.
i.e. I use this with webform submissions that can allow me to send notifications to people based on the location submitting the webform or by category selected within the webform or both if you need.
Hope that helps
Thanks
Paul McGuinness
Paul McGuinness
How to Update Your Community Profile Email
Around here, our team sees all kinds of questions come in about Smartsheet, but one of the most frequently asked questions we get regarding Community itself is: How do I update my Community profile email?
This could be because:
- You got a new job or you’ve had a life change
- You’d like Community notifications to go to a different email
(remember that Community is tied directly to the Smartsheet account you use)
We’ve set up a process to make things easier on you!
- The earlier you follow this process, the better!
👉🏻 As soon as you think you may need to change your email, fill out the Update Community Profile Email form here using your current account. Try to give as much detail as possible. - Our team will privately message you if they have any clarifying questions.
For more information, check out the post in our Welcome Topic: Update your Community email address or password
We just revised this form thanks to your feedback and are always looking to improve, so keep the input coming. We are starting in English, but will translate the form and post into the multiple languages we serve in the near future.
We’re happy to keep you as an important part of this Community, no matter what change may bring!
Genevieve P.
Help Article updates - January 2025
Hello Community,
We’ve published the following new content:
To view the entire catalog of help articles, visit the Help and Learning Center.
Were the articles helpful?
Let us know by providing feedback at the end of each article.
Trelawney
Re: Can I start my project codes from zero for the 2025 year?
You would just replace each reference to UniqueID with the name of your Auto-number column. If there are spaces, numbers, and/or special characters in your auto-number column name, you will need to wrap it in [square brackets].
Paul Newcome
Re: How to find out if user has unsubscribed from notification
The best we can do is go into the automation properties and see how many people have unsubscribed, but there is no way to see who exactly.
Paul Newcome
Re: Handling Milestones when importing project plan data from Excel
That seems pretty frustrating!!! Have you thought of using automations?
- Set Up an Automation Rule:
- In Smartsheet, go to Automation > Create a Workflow.
- Set a trigger: "When rows are added or changed."
- Add a condition: If Start Date = End Date AND Duration = 1d.
- Action: Change Duration to 0d.
- This rule will automatically correct tasks that should be milestones.
Paul.Woodward
Re: No se puede crear la tabla Pivot
La acción de "Create" configura correctamente la tabla Pivot para que se ejecute con la frecuencia establecida. Sin embargo, si no deseas esperar a que se actualice según lo programado y quieres verla de inmediato, puedes revisarla manualmente. Aquí está el procedimiento:
- Ve a la página de inicio de la aplicación Pivot.
- Selecciona la tabla Pivot bajo el apartado "Nombre (Name)."
- Sigue los pasos del asistente para previsualizar y finalizar la tabla Pivot.
Durante el proceso en el asistente:
- Usa la opción Preview para ver una vista previa en tiempo real de la tabla Pivot que estás creando.
- Si estás satisfecho, selecciona Confirm (Create) para continuar.
- Si necesitas realizar cambios, cancela el proceso y haz clic en el ícono de engranaje para ajustar la configuración de la Pivot.
Una vez que confirmes, la aplicación Pivot generará la tabla y la guardará en la ubicación especificada dentro de Smartsheet.
Si el problema persiste y la tabla no se genera, asegúrate de que:
- Tienes los permisos necesarios para crear y acceder a la tabla Pivot.
- Tu plan de Smartsheet incluye la aplicación Pivot (Smartsheet Advance Package).
Si el inconveniente continúa, se recomienda contactar al soporte de Smartsheet o a tu administrador para confirmar que no existan limitaciones relacionadas con la suscripción o los permisos.
English Version
The "Create" action successfully sets up the configuration for the pivot table to run at the specified frequency. However, if you don’t want to wait for the scheduled update and want to view the pivot immediately, you can manually check it. Here’s how:
- Go to the Pivot App home.
- Select the pivot table under "Name."
- Follow the steps in the wizard to preview and finalize the pivot.
During the wizard process:
- Use the Preview option to see a real-time view of the pivot table you're creating.
- If satisfied, select Confirm (Create) to proceed.
- If changes are needed, cancel the process and click the gear icon to adjust the pivot settings.
Once you confirm, the Pivot App generates the sheet and saves it in the specified location within Smartsheet.
If you continue to experience issues with the table not generating, ensure that:
- You have the appropriate permissions to create and access the pivot table.
- Your Smartsheet plan includes the Pivot App (Smartsheet Advance Package).
If the problem persists, it’s recommended to reach out to Smartsheet support or your administrator to ensure there are no subscription or permission-related limitations.
