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Re: Smartsheet for time-tracking purposes
@S.Stone Wow! This is a fantastic answer. Thanks so much for assisting here. I will be investigating!
DDisco
Re: How to create a dual dynamic list of unique column values - including a short list of associated values per unique value?
Set up your roles in another table. The first column of the table would be numbers manually entered like so in a column called [Role Index]:
1
2
3
0
NOTE: Zero goes in place of four to make the final piece easier.
The next column over would be text number called [All Roles] and house the roles.
Role 1
Role 2
Role 3
Role 4
The [Art] column formula would change to:
=IFERROR(INDEX(DISTINCT(COLLECT({Epic ART Impacts: ART}, {Epic ART Impacts: Epic ID}, [Epic ID]#)), ROUNDUP([Row #]@row / 4)), "")
And the [Role] column formula would be:
=IF(Art@row <> "", INDEX([All Roles]:[All Roles], MATCH(MOD([Row #]@row, 4), [Role Index]:[Role Index], 0)))
Paul Newcome
Re: What is the best way to bring in data from another sheet without a direct matching column on both sheets?
Smartsheet’s cross-sheet formulas need an exact match, so even small variations like “HOA” vs “Homeowners Association” return a "#NO MATCH". You need to introduce a consistent key that both sheets can agree on.
The most practical approach is to add a helper column on Sheet B that normalizes the name before the lookup happens. Instead of matching directly on the raw [Association Name], you create a “clean” or “standardized” version of it and use that for your INDEX/MATCH.
For example, you can create a helper column that converts common variations into the same format. A simple version might look like replacing “HOA” with “Homeowners Association” so both formats align. If your inconsistencies are predictable (like HOA, Assoc, etc.), this should fix the majority of mismatches.
Using a property ID can still work, but only if you solve the same problem first—how to reliably assign that ID to each variation. Once everything maps to a consistent key (whether it’s a standardized name or an ID), your existing INDEX/MATCH setup will behave the way you expect.
Melissa Yamada
Re: Cocoa and Bean Project
Yes that is where I had it but I was doing some clean up and deleted most of those. Now I want to refer back so I will probably take a refresher course.
Thank you!
FTesseneer
Re: Hey guys, is there a way in Smartsheet to return the day of the week based on a date entered?
Hey @Marnus Ehlers
Try this:
=IF(WEEKDAY([Your Date]@row) = 1, "Sunday", IF(WEEKDAY([Your Date]@row) = 2, "Monday", IF(WEEKDAY([Your Date]@row) = 3, "Tuesday", IF(WEEKDAY([Your Date]@row) = 4, "Thursday", IF(WEEKDAY([Your Date]@row) = 5, "Friday", IF(WEEKDAY([Your Date]@row) = 6, "Saturday"))))))
Be sure to edit the formula to insert your actual column name
Kelly
Kelly Moore
Re: Dynamic View @mention notification fix now generally available!
Yeah, the new Dynamic View mention notification fix is a nice improvement.
Now when someone gets mentioned in a comment inside a Dynamic View, they actually receive the notification – something that was missing for way too long.
Tested it yesterday and it works reliably. Finally makes Dynamic Views usable for real team collaboration without everyone having to constantly refresh.
Anyone else already trying it out?
Klein
Re: Actual FOLDER permissions in a workspace
Hello, collections does not allow my users access to some admin features I need them to have, such as: 1) create a folder 2) move a sheet into a folder. Collections look to manage permissions to assets that are already created, but does not bestow "admin" rights where needed within a folder, within a workspace. Here is the example. I have a department Workspace called "Operations Department". I then have 15 other sub-departments within that workspace, each with a different leader and team. I want to give group 1 admin rights over their folder structure. Then group 2 admin over their folder, and so on. I also don't want to have 100's of workspaces all in a list. Maybe a way to group workspaces?
jbethke
Re: Introduce yourself & get to know your peers!
Hello, I'm Laura from Michigan. I work for a Lumber Company in the Estimating Department. I am an estimator with the additional task of organizing our Quote Requests, Estimators of Several Scopes, and communication between Estimators and Sales Team.
Our company uses Smartsheet for other functions and I started using Smartsheet about 5 months ago to organize our information. We use a form for the Sales Team to submit Quote Requests. Using many automations I have learned to keep things organized while saving as much time as possible. A pdf is created from the form that is submitted. Estimators are assigned based on Scope of Work, Location, and type of project. Emails are sent notifying estimators of new quote requests which they are assigned. Emails are sent upon completion. Rows are locked when complete. Future goals are to create an Estimate log for follow-up and a Sales Log once the project is sold. We use reports to allow users to see the information relevant to their role. I'm looking into Dynamic View to limit information users can see based on their role.
I love outdoors, my rescue dog Daisy, painting 12" crosses with Bible Verses, and keeping plants alive! Surprisingly, my Aloe plant is the only one struggling. I'm not giving up, it's part of an aloe that was my grandma's. Her Christmas Cactus that I adopted is around 50 yrs old. My crosses started when my son was Confirmed about 7 yrs ago and now I make them for other confirmands at my previous church, gifts, silent auctions, and most recently for all the graduating seniors at my current church.
AND, I type too much in my emails and apparently comments!!!
Re: Dynamic View @mention notification fix now generally available!
Thank you, I have added this to help our users reduce the number of rows they need to look through to find the right comment.
Re: Dynamic View @mention notification fix now generally available!
Unfortunately, the way this was rolled out (without deep linking) effectively breaks a lot of our internal processes.
- We often use "assigned to user" auto filters on dynamic view, and this new functionality isn't really compatible with that.
- Implementing deep links would (presumably) not fix this issue.
- We also have customized Dynamic Views for different roles (one of the main reasons we leverage Dynamic View), so the current solution doesn't work when users should not be shared to the originating dynamic view.
- Implementing deep links would also (presumably) not fix this issue.
- Our Dynamic Views contain thousands of rows. Without any sort of indicator or deep linking, it effectively renders the mention function unusable.
From my perspective, a potential workaround is to have the option to dictate what information is included in the commenting notification (similar to choosing an accompanying message when setting up a normal workflow). This way, I could add a customized message to help navigate people to the rows they are mentioned in. It would also allow the opportunity to include a row ID, link to a collection, etc with multiple views where they can manually navigate to the mention (in the case the mentioned user is not assigned to the affected row/it is effectively not in the originating view for them).
Even better would be to also the option to exclude the link to the originating dynamic view (similar to "Message Only" in automations), so users aren't (frustratingly) redirected to something they can't access. Instead, they could use link(s) included in the body of the custom message. For example, I could link the "All Tasks" view for people to use instead of the "Tasks Assigned to Me" originating view that most of our employees utilize day to day.
Obviously, I have no idea of the framework of either the Smartsheet Core or Dynamic View apps to know whether this is a feasible solution (programming wise).
For folks who are struggling with this, here's something helpful we've been using for our dynamic views for a while. It might help navigating this change easier until deep links is fixed (or a stopgap is put in place):
- Add a "Latest Comment" column (the automated one), and a checkbox column called "comments".
- Set a column-wide formula in "comments" checkbox column to
=IF([Latest Comment]@row <>"",1,0) - Add conditional formatting that if "comments" is highlighted, the cell turns yellow (or whatever color you want)
- Add the "comments" checkbox column to the dynamic view right at the beginning. This way, users can easily see which rows have comments on them without having to mess with any other conditional formatting.
egardner