Best Of
Re: Has anyone developed an organization-wide solution for Joint Commissions readiness?
Hello @Cathy Salscheider ,
I am happy to carry on to assist you.
Many, many, many years ago I built a full Commission tool from Access (SQL) database and Excel (VBA). This is way before the age of Advanced Tech (e.g., Azure, AWS, JIRA, SNOW) and ICMs (e.g., Callidus, Xactly, Varicent, CaptivateIQ). Since then, I have stood up Xactly, Callidus and Varicent. Best advice is to get comfortable with ICM continuous improvement and resource push/pull.
Below is what I have built in Smartsheet.
1) Annual IC Plan Component Review and Change Requests
2) Annual IC Plan T&Cs Review and Change Requests (e.g., IC, Legal, HR)
3) IC Tool Learning Center for Administrators (can be scaled for End Users)
4) IC Ticketing Tool for Administrators (can be scaled for End Users)
5) IC Tool SPRINT Platform Migration and Continuous Improvement (DevOps SSOT)
The question you have to ask yourself is "Am I ready for an IT or Finance Audit?". Any deviations (High/Medium/Low) will require repair and have a short period to implement that repair. Public Company readiness has extra bells and whistles.
Are you IT Ready?
1) US GDPR Compliance
2) EU GDPR Compliance
3) Non-US and Non-EU Compliance (e.g., LATM, APAC)
4) Local Country or State Work Councils (e.g., France, Germany)
5) Company Data Security and Privacy Standards
6) Environment (e.g., DEV, QA, PROD) Access Audit Logs
Smartsheet Valuable Attributes for Consideration
1) Data Shuttle to consume external data (e.g., HRIS, CRM)
- OneDrive, SharePoint, Box
- PowerAutomate has some viable functionality but is limited
2) DataTable to assign unique RecordIDs for data ingestion and audit trail
- Filter large data sets at ingestion or ad hoc
3) DataTable connection to Smartsheet
- Supplements Activity Log search target restriction of Collaborators only; instead of Field for Field entry combo logic.
4) For Simple graphics, Sheet Summary or Reports to build Dashboard Widgets
5) For Complex graphics, Data Shuttle Offload into PowerBI AND pull in as Dashboard Web Content Widget
6) Forms are great for the below and can automate scalable drop-down options.
- Innovation requests
- Focus Group Testing of innovation
- Ticketing tool
7) Smartsheet Automation is great for Notifications, Proofs, Archiving. You must make sure you track limitations.
- For example, a Smartsheet has a limitation of 500K records. Building an Archive Automation requires monitoring.
1) Gather Requirements
- Administrative costs
2) Assess Requirements vs Smartsheet Functionality
- Prebuild DevOps costs
3) Assess Requirements vs External Functionality to Supplement Smartsheet Pitfalls
- Prebuild DevOps costs
4) Assess Additional tech stack or people costs
- Prebuild DevOps costs
5) Identify Timeline for Build SPRINTS vs Resourcing
- Build DevOps costs
6) SPRINT Reporting
- Administrative costs
7) Focus Group for End User Beta Testing
- Administrative costs
8) Change Management
- Postbuild DevOps costs
- Do not let perfection prevent action. Great is the continuous improvement of basic functionality.
9) Rollout Strategy (e.g., Communications, Change Champions, Adoption Evangelists, Enablement, Hypercare)
- Administrative costs
- You can use the same Focus Group
Re: Unparseable Error
Right away with out looking into it too much. You have a syntax error. SUMIFS does not work with OR and AND statements. Instead you would have to do two separate formulas and add them together.
=IF(Name@row <> "", (SUMIFS({Expense}, {Period}, 1, {Type}, "RES602782") + SUMIFS({Expense}, {Period}, 1, {Type}, "RES602497")), "")
See if this fixes the problem for you.
Mark.poole
Re: October Question of the Month - Join the conversation and receive a badge
I am not scared of taking a risk or trying something new because, as Wayne Gretsky said:
"We miss with 100% of the shots we don't take."
Sing C
Re: March Question of the Month - Join the conversation and receive a badge
Making new friends and being a good friend to the ones I have are skills I would like to improve upon. I've worked from home for many years now so making new friends is really hard.
Mary Clark
Re: March Question of the Month - Join the conversation and receive a badge
I would love to be able to go back and pick up piano lessons. I started that a long time ago, and as I got older, it got replaced with swimming, college activities, and just life in general.
Definitely playing the piano for me! 🎹🎶
Stephanie_G
Re: Community Corner Newsletter [March 2025]
Absolutely, Chef Isaac is at your service! 👨🍳 It would be a pleasure!
Isaac A.
Re: Community Corner Newsletter [March 2025]
When I come to Costa Rica, can I get some grilled shrimp by Chef Isaac? 🍤👨🍳
Alison C.
Community Corner Newsletter [March 2025]
Hey Community friends,
A big shoutout to @Marcela for sharing her amazing adventure with the Social Responsibility Pillar in last month’s edition! If you missed it, you can find it here. Since both Marcela and I are from Costa Rica, it’s no surprise that we share a deep love for nature and outdoor adventures.
Last summer, I had the chance to return to my hometown and spend some quality time at my parents’ house. There’s something special about going back to where you grew up, reconnecting with family, and rediscovering the beauty of familiar places. Stay with me to see more of my trip!
Community highlights
Help us welcome some of our newest Member introductions in Show & Tell or look through the Trending section for more ways to connect.
Say hello to these Community Members 👋🏻
You can find more new members and say hello here.
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Community updates
In Case You Missed It (ICYMI)
Celebrate the Community’s 10 Anniversary
Enter the giveaway by March 17!
March Question of the Month
Smartsheet Forward - Upcoming AI, and collaboration innovations
Discover how they are making your work easier
Smartsheet User Group in Dallas, TX on March 11
Secure a spot for you and your colleagues before they are gone!
Brand Collective Podcast
This episode - The power of knowing your audience
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Pass the mic 🎤 Community Champions
Community Champions are members who demonstrate product expertise and generosity in sharing best practices and support with others on the platform.
“In life and in business, we are all critical of ourselves; sometimes way more critical than others would ever be to us. Small bumps in the road are not world-ending, nor should they stop us from trying again. Each moment of failure presents an opportunity for growth - to learn from mistakes, understand root-causes, and improve the next time around.
So be kind to yourself, try something new, and take that risk. Because I know for me, and for all of us here - failure is not the result that we will end on.”
- @Will Duplex , Sr. Assets Protection Business Partner at Target and Community Champion (Read his full comment here)
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Member Appreciation
See Activity feed for more
This month's leaderboard
Member spotlight
Do you know someone in the Community who should be next month's Member Spotlight? Nominate them here.
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Overachiever's Motivation Mix
The Smartsheet Overachievers are here to give you the songs that will keep you going and keep you achieving! Here’s what’s on the playlist right now.
Michael Franti & Spearhead - Say Hey (I Love You)
“I have always loved Michael Franti’s positivity, especially with this song. It is an older song but has always been a big favorite with my daughter and me. There is no way that you can sit still when you hear it.”
- @Paul Reeves , Principal Business Analyst at HMH + current Overachiever (learn more about Paul here)
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More about Isaac:
My hometown, Sarchí, is a charming town nestled in the Central Valley of Costa Rica, specifically in the province of Alajuela. Known for its rich biodiversity and artisan culture, it’s a place where you can easily catch breathtaking sunsets with stunning mountain views. Here’s a picture of one of those sunsets from a favorite spot of mine.
While walking near my parents’ house with my dog, I came across a beautiful flower blooming from a fallen tree, one of those small but magical moments that nature often surprises us with. Being home also meant quality time with my family, and as a grill guy, I couldn’t pass up the chance to fire up the grill! Here’s a shot of some shrimp I cooked for everyone.
No matter where life takes me, Sarchí will always be my home. Do you have a special place that always feels like home, no matter how much time passes?
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Give us your feedback
Have ideas for the next Community Corner? Leave your thoughts in the comments!
Note: Unfollow this Topic if you'd no longer like to receive alerts. We'll miss you!
Isaac A.
Re: I need something different than the update request
Hey Debbie, you're definitely not alone in wanting something like this. We're working on a "Smart Notification" feature for our Chrome Extension that enhances the Smartsheet experience.
Is what you're asking for basically the ability to send custom notifications that include specific column data from your sheet, with a better message composition interface and without requiring the recipient to update anything?
It sounds like you need a way to share targeted information from your sheets with others in a more user-friendly format than the standard update request.
Would you also find it helpful to have preset instruction templates that you could quickly add to your messages? And would the ability to save your own message templates for future use be valuable?
I'd love to hear more about your specific workflow so we can make sure our solution addresses your exact needs.
Re: Greetings, I am trying to find a way to identify the first occurrence of an entry in a column
I've struggled with this problem before and found a solution today. I wanted to be able to label the first occurrence without using any of the [Column A]$1:{Column A]@row syntax because Smartsheet doesn't allow that to be turned into a column formula. Also, I don't like Smartsheet's Auto Number columns because my solutions often have rows moved around, deleted, etc. which makes these columns not reliable as an index or row counter. However, you can follow the steps below to solve both of these issues and reliably get back whether a value in a given column is the first occurrence or not.
I typically don't post but think this one is worth a post. There's a ton of applications of this. Fig 1 is my sample sheet. Fig 2-5 show the formulas. Steps below
- Set up an "Auto Number" column.
- Set up a dynamic row count using the match function (Fig 2)
- Set up another match function on the column you are looking to identify the first occurrence of a value in (Fig 3)
- If these two match columns are equal, you are looking at the first occurrence (Fig 4)
- Fig 5 shows the occurrences of "Groceries" and "Fuel" in adjacent cells in the column.
- Fig 6 shows where I move the first occurrence of "Fueld to row 4.
Fig 1
Fig 2
Fig 3
Fig 4
Fig 5
Fig 6
DylBlake