Best Of
What You Wish You Knew When Starting Your Smartsheet Journey
Hi Community ๐
Just some afternoon coffee chatter! I wanted to open up a thread for advice and tips to Smartsheet newcomers!
When you first started using Smartsheet, what do you wish you had known that could have made your journey smoother? Whether itโs a hidden feature, a time-saving formula, or even a strategy for managing complex projects, whatโs your best insight for those just starting their journey?
I'll start! When I discovered helper columns for Levels, =COUNT(ANCESTORS()), and Children, =COUNT(CHILDREN()), it was a total game-changer. I felt like all my future formulas and conditional formatting experiences became so much easier.
Looking forward to hearing your tips and tricks that was game changing when you were a newcomer. ๐
AKnight
Re: New to Community
Hi, @Soybeans ! I also work for a hospital system, less than a year on smartsheets and very excited about smartsheet's work in streamlining our events. Welcome!
SiobhanMarsh
Re: New to Community
Welcome, Welcome @Soybeans - the learning never stops with Smartsheet and this community is the fountain of knowledge and Smartsheet friends. So many wonderful folks here who share their experience and expertise!
Protonsponge
Re: Assign next document to next available person
Oh, I forgot to include this!
Candidate : Available people for assignment
Column formula : =IFERROR(INDEX([Available List]:[Available List], [Dynamic Row#]@row), "")
Gia Thinh
Re: Can a Viewer interact with a Dashboard?
The first thing I thought of is creating a "Click here to leave feedback" button on your dashboard that launches a form. You can create a dedicated "Dashboard Feedback" sheet, separate from your data sheet/s, and tailor a form to allow you to get feedback about Dashboard layout, bug reports, enhancement requests, and (here's your use case) Data Questions. You can structure the data you surface to leverage the Autonumber column so that if someone submits a data question you can ask "What ID number?" or something along those lines.
This is the simplest solution that I can think of - it won't require you to manage sharing permissions, it can be accomplished without using premium apps, and can be scalable to multiple dashboards (you can include a hidden field on your form that collects "Which Dashboard" and that provides you with a notification whenever feedback is received).
Good luck!
Kerry St. Thomas
Re: COUNTIFS, HAS, and CONTAINS Formulas with Different Reference Sheets and Dropdowns!
Try it like this:
=COUNTIFS({Fall Nominations Range 2}, "WC", {Fall Nominations Range 7}, HAS(@cell, "Completed")
Nic Larsen
Re: Check for Matching Values on Another Sheet
If you add an auto row or row number column that matches up to an auto row or row number column on your current sheet can probably get away with one formula.
=IF(INDEX(COLLECT({Column 1 on reference sheet}, {Auto row on Reference Sheet}, [Matching column for Row # on destination sheet]@row), 1) = INDEX(COLLECT({Column 2 on reference sheet}, {Auto row on Reference sheet}, [Matching column for Row # on destination sheet]@row), 1), "Yes", "No")
Hollie Green
Re: Introducing the newest Community Champions! ๐ [January 2025]
I am sorry I am a bit late to the announcement. How ever thank you. I'm really excited to be a part of this community. 99% of everything I know came from any number of community champions. I am very honored to be able to count myself among them assist in the same way so many have for me.
Mark.poole
Re: Filling in Form to Print
Hi Charles!
I have done something similar using the "Generate Document" workflow. Assuming you have the sheet and form set up, you will need to generate a fillable PDF (or Docusign template if you plan on using them) and create a document mapping. Then set up an automation with an action block "Generate Document". This will automatically create a filled out PDF per each row that is ready to print. I included links below with Smartsheet's step-by-step processes.
< link with steps to map a fillable PDF
< link with steps on how to set up the automation
AKnight