Best Of
Re: Sharing "Board" view and restricting visibility to current user
Thanks, @kowal —makes sense. I'll create in Workapps since we don't want users to change filters.
Christopher S
Re: Status Flow with If Statements
You're close! The issue is with how you're using OR — it’s mixing conditions and text, which causes problems.
Try this cleaner formula instead:
=IF([Site Survey Status]@row = "Pending", "", IF(ISBLANK([Right of Entry Completion Date]@row), "Pending", "Complete"))
This way, the status will properly move to "Complete" when the ROE date is filled!
Re: Conversations Panel to have option "Mark as Unread"
I have noticed that once you read a comment you can't "save" it or mark it as unread. I find this very useful to remind myself of things I can't reply to straight away, but want to go back to. A list of "saved for later" comments could be provided per sheet, or as an overall list of all the saved comments.
enzo_vaire
NEW Use Case Topics are live now — Start connecting!
Hello Community, I’ve got exciting news for you!
We just launched FIVE brand new topics designed for you to connect with your peers in your industry, or working with a similar use case. Whether you're looking to share best practices within your industry, brainstorm with peers, or discuss your specific use cases, these spaces are made just for you.
You can find them all in the Use Cases topic (formerly Industry Talk), and of course, you’ll get a special badge when you participate! Here’s a quick preview of all of them:
Financial Services
Project Management Office (PMO)
Digital and IT Portfolio Management
B2B Work Management
AI Adopter
Dive in and start connecting with your peers! We're excited to see the amazing conversations that ignite in these new topics.
Arsineh
Re: Folder-level permissions
Hello Smartsheet. The Collections addition seems like a fine solution and looks to resolve the folder sharing issue that, for 3 documented years, has been asked about. It is disappointing that Smartsheet didn't offer this to customers with a Business Plan. My struggle is in selling my company leaders on double the license cost for a few extra features. I'm working on proving the ROI for the Enterprise plan AND adding Resource Manager AND Dynamic View AND Control Center. I'm new to Smartsheet and am thankful for this community and the resources available. If anyone has advice on proving ROI, I'm all ears.
Lona Kicinski
Re: Formula & Placement for Automating Status based on End Date
Great! I'm glad it worked for you, have a nice weekend!
ECarlson_PCG
💫 New Community Search Experience - Live Now!
Hello Smartsheet Community,
We are excited to share that we have updated our Community Search to make it easier to discover, filter and consume content that’s valuable and relevant to you.
With the new search you can:
- Search specific date ranges
- Restrict your search to types of posts (question, discussion, idea) by visiting "Posts" then selecting the checkboxes on the right hand column associated with the post type.
- See images directly within the search results
- Search for members by username
- Search within specific topics directly from the topics page.
- and more!
We hope you enjoy this improved search experience. Let us know what you think. Drop your comments below. ↓
Arsineh
Re: Can someone please help with this formula?
With your cross sheet references, try this:
=IF(INDEX(COLLECT({Master Cadre Roster Range 2}, {Master Cadre Roster Range 1}, [First Name]@row, {Master Cadre Roster Range 3}, [Last Name]@row), 1) = "Inactive", "Inactive", "")
ECarlson_PCG
Re: Central Location for User Comments across Smartsheet
I created a demo solution based on your scenario.
(The published demo sheet is editable; you can test this solution by adding a new comment)
The basic method is: When a new comment is added in Sheet A → "Latest Comment" updates → Record the Comment Date → Copy the row to Sheet B.
In Sheet B, a formula combines the Comment Date and Latest Comment (Comment Date + ": " + Latest Comment) to easily track when each comment was made.
In Sheet A, we use a JOIN(COLLECT()) function to retrieve the comment history based on the Trial ID, combining all related comments with their dates. I used Sheet Summary Fields and a Show Comment History checkbox to keep the sheet clean, so only the selected row displays the history at a time.
Concept
Each clinical trial (Trial ID) has a unique row in Sheet A (the master sheet). Sheet B records amendments or conversation records related to these trials, where multiple rows can share the same Trial ID.
Automation Workflow
- When New Comment Added
- Trigger: When a row is added or changed AND "Latest Comment" changes to any value.
- Action: Record the current date in the "Comment Date" column.
- When Comment Date is Today
- Trigger: When a row is added or changed AND "Comment Date" changes to any value.
- Action: Copy the row to Sheet B (Comment Record Sheet) and then clear the Comment Date.
Note: We avoid using the system "Created" column because copying rows with system columns can break the automation.Clearing the "Comment Date" after copying ensures multiple comments made on the same day are handled properly.
Displaying Comment History in Sheet A
- Add a checkbox column ("Show Comment History") to decide which Trial ID’s history to show.
- In the "Comment History" field, pull related comments from Sheet B using:
=JOIN(COLLECT({Date & Comment}, {Trial_ID}, IFERROR(INDEX(COLLECT([Trial ID]:[Trial ID], [Show Comment History]:[Show Comment History], true), 1), "")), CHAR(10))
Only the first selected checkbox will be active, making the sheet easy to navigate without cluttering the view.
Also use:
=IF([Show Comment History]@row, [Comment History]#)
to control visibility so that only the selected row’s comment history is displayed.
Until Smartsheet introduces an official feature for a central location for user comments across sheets (as Tiffany suggested here), this approach can serve as a workaround.
Re: Auto Numbering (1, 1.1, 1.1.1, etc)
Here's a template for a basic work breakdown structure you can use. It shows the helper columns needed also to create the structured result you're looking for.
https://www.smartsheet.com/template-gallery/project-work-breakdown-schedule-wbs
Sandy Drew