Best Of
Re: Introduce yourself & get to know your peers!
Hello!
I am Becky from the Cincinnati area and am getting to learn smartsheets as an employee of our children's hospital! Smartsheets has been great to track my various projects around congenital heart disease.
Glad to join the community,
Becky
rebecca.collins
Re: Smartsheet AI
I've only used the AI function as an EAP Member. I found formulas using AI is a bit finicky - you can't just ask AI how to create a formula using general terms - it has to link to specific fields already established on the sheet - and even then sometimes the request has to be worded "correctly".
Most of the formulas I'm looking for are complicated and advanced. I'm having to ask the community for help because the AI isn't able to really help.
It would help if the AI could kind of take the stance of answering as if you posted in the community: 1) associate general terms with existing fields on your sheet and 2) tell you what fields you need to add or change in order to generate what you want your formula to generate.
Other than that, I don't even know what else the AI feature is used for, but hope to find out now that I'm following this community discussion.
Re: Smartsheet AI
Hi @Paul.Woodward ,
I mostly use it to help me with formulas. It does pretty good job there.
In my previous company it was used by HR to check if the feedback they receive is positive or negative :)
kowal
Re: Generate Documents - Using Forms
Darren is 100% spot on with how to do this.
I created an example automation workflow of what this would look like. Each of the "Generate Document" actions would generate a different type of document, depending on the dropdown value.
Best!
SSFeatures
Re: Help with Smartsheet
I am writing to express my enthusiastic interest in a Smartsheet Developer position. As a highly skilled developer with expertise in web and application development using Flutter, I am confident in my ability to contribute effectively to your team. My strong capabilities in database integration and a comprehensive understanding of programming languages, including PHP, Python, Java, C++, C#, and Assembly, complement my proficiency in hardware transistor technology implementation.
I have a proven track record of bridging the gap between software solutions and hardware, with experience ranging from basic PCI boards to advanced programming developments. I am committed to delivering high-quality, efficient solutions that leverage both software and hardware technologies for optimal performance.
In my most recent role as an IT Manager at Franzolin and Bernabe, I gained extensive experience with Smartsheet and Control Center. I successfully implemented Agile methodology, Scrum, and Smartsheet to develop and monitor a database of 2,800 law cases. Additionally, I oversaw the Biodiversity Natural Products Database using Smartsheet and Control Center, a project that provided in-depth chemical, biological, and pharmacological information on natural products from Brazil. My work on this project aimed to advance chemical biology understanding through knowledge management and facilitated accessibility, information sharing, and applicability in machine learning and bioinformatics. I also supported the overall design of projects through computational programming focused on database management and web platform maintenance.
Having recently completed my last contract, I am currently seeking new opportunities where I can apply my skills and dedication. I am eager to discuss how my unique blend of software and hardware expertise, coupled with my significant experience in Smartsheet and Control Center, can benefit your organization.
Thank you for your time and consideration. I look forward to the opportunity to speak with you soon.
Sincerely,
Mateus B.
https://www.linkedin.com/in/mateus-bernab%C3%A9-19084031/
whatsapp - 11985623206
drmateusbernabe@gmail.com
Help with Smartsheet
Im looking for someone to help us learn smartsheet. Compensation will be provided when needed. We have a lot of stuff built and unfortunately my employee had to move back home with family health issues and we are in need to help us learn smartsheets so we can keep utilizing what he has built.
Resource Management - Looking for references
Hello, we are interested in Resource Management but would like to speak to a few references who are using this before we move forward with it. Would anyone be willing to meet with us and show us how this feature works for you? Thank you for considering!
Jamie
jyarrow@reliantcu .com
Re: Contact List - Extract First / Last Name?
While this thread is a bit old, I thought I'd share a different approach that I settled on to solve this problem. My use case has a limited number of team members (TMs) that can be assigned to a task, and any number of TMs can be assigned to each task. I needed a way to show a list of these assigned TMs without taking up as much space as was needed to show a listing of full names.
I originally attempted a solution like described above to grab the first names using the LEN and MID functions that could accommodate up to 4 TM's being listed. I would have liked more to be safe, but the vast number of helper columns (and the long indecipherable function that I used to avoid so many helper columns) was inelegant and used up columns senselessly in a sheet with many other useful columns and the potential for 1000s of rows. The SS cell limit was a potential concern.
I opted instead to create a separate table where we would list the TM's "System Name" (as would appear in a contact list) and their "Display Name" which could be their first, last or even a preferred nickname. I found other uses for this table to store other TM data that we may also use. The key here (and consider this before you attempt this idea yourself) is that this approach can only be used for a relatively limited number of TMs, perhaps 15 or so people on a team. You'll see why in a sec.
Then, I used the SUBSTITUTE function to look up each TM System Name in the contact column and swap in the TM Display Name. For example, if the list of TMs in the other sheet had only 1 name, then you'd have:
=SUBSTITUTE([Assigned To]@row, INDEX({TM System Names}, 1), INDEX({TM Display Names}, 1))
Obviously, that's not very useful, so I nested 15 of these together...
=SUBSTITUTE(SUBSTITUTE(SUBSTITUTE(SUBSTITUTE(SUBSTITUTE(SUBSTITUTE(SUBSTITUTE(SUBSTITUTE(SUBSTITUTE(SUBSTITUTE(SUBSTITUTE(SUBSTITUTE(SUBSTITUTE(SUBSTITUTE(SUBSTITUTE([Assigned To]@row, INDEX({TM System Names}, 1), INDEX({TM Display Names}, 1)), INDEX({TM System Names}, 2), INDEX({TM Display Names}, 2)), INDEX({TM System Names}, 3), INDEX({TM Display Names}, 3)), INDEX({TM System Names}, 4), INDEX({TM Display Names}, 4)), INDEX({TM System Names}, 5), INDEX({TM Display Names}, 5)), INDEX({TM System Names}, 6), INDEX({TM Display Names}, 6)), INDEX({TM System Names}, 7), INDEX({TM Display Names}, 7)), INDEX({TM System Names}, 8), INDEX({TM Display Names}, 8)), INDEX({TM System Names}, 9), INDEX({TM Display Names}, 9)), INDEX({TM System Names}, 10), INDEX({TM Display Names}, 10)), INDEX({TM System Names}, 11), INDEX({TM Display Names}, 11)), INDEX({TM System Names}, 12), INDEX({TM Display Names}, 12)), INDEX({TM System Names}, 13), INDEX({TM Display Names}, 13)), INDEX({TM System Names}, 14), INDEX({TM Display Names}, 14)), INDEX({TM System Names}, 15), INDEX({TM Display Names}, 15))
While this formula is long, its much easier to decode than the formulas needed to parse out sections of text in the multiselect contact string.
A few notes:
1) In the Team Member sheet, only the first 15 names will be swapped using this formula.
2) Apparently, the SUBSTITUTE formula cannot handle a "null" for the "old_text", so the Team Member sheet must have at least 15 rows of names in it (otherwise it returns an error which I found to be difficult to correct with a simple solution). If your team, like mine, has less than 15 people, I just put filler info in for the remaining rows and anticipate swapping in real names as the team grows.
3) Any name in the [Assigned To] column that isn't found using this lookup, will simply remain as-is using the System Name.
4) BTW... SS needs a function that would return the Nth element of a multiselect (Like INDEX does with a range). There's a function (COUNTM) to count the number of elements in the multiselect, so why not?
5) While I'm dreaming, I can't tell you how often I use nested SUBSTITUTE functions. Maybe SS could tweak the SUBSTITUTE function to accept ranges (in addition to individual values) for the second and third arguments. The SUM function can do it, so why not? Then my formula would reduce to the simple:
=SUBSTITUTE([Assigned To]@row, {TM System Names}, {TM Display Names})
*sigh*
Scott Orsey




