Best Of
New! Scatter charts
Hi Community,
Hot off the press, I am excited to announce a new, highly requested, chart type is now available in dashboards: Scatter charts! A fan favorite originally introduced in Smartsheet labs, we are happy to finally make this available in the main Smartsheet app.
In addition, this update will introduce a new option for the x-axis called “numeric axis”, an option to change the x-axis to display number-based data points accurately on the axis instead of evenly distributing the data points.
You will be able to create a scatter chart from the data in your sheets and reports. To get started, create a chart widget or edit an existing widget, select “Add Data”, and choose the sheet or report you’d like to use as the source for your chart.
Note: At this time “numeric axis” is only available on scatter charts.
If you'd like to learn more, check out our help content on charting in dashboards.
As always, let us know what you think through the Product Feedback form (available from the menu here in Community), and thank you to everyone who submits feedback and requests for dashboards — we appreciate everything you send us!
-Brendan
Re: Document Builder - custom name for each file?
Definitely need this feature! We need to use a cell value like project title and a date as the file name.
Daily Update Solution without the need to open the sheet, use Zapier, or similar
Hi everyone,
Happy New Year!
I hope you're well and safe!
I've developed a way to use the newly released Record a date feature to update sheets with today's date automatically without the need to open it or similar.
1. Add a so-called helper column. (Date). We can call it Today Helper and add a date before the current day.
2. You'd then use an Automation Workflow as described below.
Trigger: When a date is reached
Every day starting on 2021-01-06 (today or earlier)
02:00 (select the time that makes the most sense for the process)
Conditions
Where Today Helper is in the past
Record a date
Record a date in Today Helper
This could also be structured so you'd use a so-called helper sheet for the process above and then link it to all other sheets where you'd need the daily update.
Let me know if you have any questions!
I hope that helps!
Stay safe, and Happy New Year!
Best,
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
✅Did my post(s) help or answer your question or solve your problem? Please help the Community by marking it as helpful. It will make it easier for others to find a solution.
Lock or Store Date/Value Solution without using Zapier
Hi all,
I hope you're well and safe!
I've developed a solution that lets you store the date or value.
You'd use the copy-row automation and a VLOOKUP or combination of INDEX/MATCH to make it work.
We'd trigger the copy-row to another sheet and get the created date/other value and then use the VLOOKUP/INDEX/MATCH to get it back to the main sheet in another so-called helper column. As long as you have a unique id/value that we can use, it will work.
Also, this opens up more options with auto-numbering and similar.
Depending on other workflows, you could reuse one sheet for multiple workflows.
I hope that helps!
Let me know if you have any questions!
Stay safe and have a fantastic day!
Best,
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
✅Did my post(s) help or answer your question or solve your problem? Please help the Community by marking it as helpful. It will make it easier for others to find a solution.
Improved full screen mode, now available!
Hi Community,
In April, we introduced the new Smartsheet experience. While we’ve heard you love the addition of home and updated navigation, we also heard from you that the update takes up more space in sheets and reports, which was especially noticeable on small screens like a laptop. We heard you, and today the product team is happy to deliver an improved full-screen mode to help you regain screen real estate, when you need it.
On the right side of the toolbar, you’ll notice a new full-screen button. This replaced the previous chevron that collapsed the toolbar.
After clicking the button, you’ll enter our improved full-screen mode, which now includes the feature bar on the right hand side. In full screen mode, navigation options are hidden (navigation bar and search bar) to give you even more working area.
Bonus tip! Use our new Hotkeys to enter and exit full screen view quickly
- Mac: Control + Shift + F
- PC: Ctrl + F1
Why did we make this change?
Based on your feedback, we moved the full-screen button from the bottom left to a more prominent location at the top of the sheet to make it easier to find and use. This button will always be visible in the toolbar for quick access, no matter what size screen you are on.
We want to thank you again for taking the time to provide feedback, as it helps us understand what’s most important to you. We’ll continue to post in the Community as we make updates to spacing in sheets and reports, so stay tuned! And as always, if you have suggestions on how we can continue to improve, fill out an Enhancement Request for our product team to review.
Cheers,
Morgan
New! Add real-time validation to fields on your form
Hi Community,
We just enabled a forms enhancement that many of you have requested: field validation.
You can now add real-time validation to Text/Number fields to help collect error-free numbers, percentages, email addresses, and phone numbers. Email validation is also available for Contact fields.
We think this will be a particularly big time saver for you if you currently:
- Manually review form submissions in your sheet for errors
- Use formulas in your sheet to check for invalid responses
- Have automated workflows that require consistent, error-free form submissions in order to be triggered at the right moments
Our form validation is extremely easy to set up.
While viewing your form in the form builder, click on a Text/Number or Contact field to open the Field Settings panel. Depending on the type of field you clicked on, you’ll have one or more validation options. Simply select the one you want to apply to the field. For phone numbers, you can also select the default country. Once you save your form, the validation you added will immediately start working.
When someone fills in a field with validation enabled, here’s what their experience will be:
- If their entry is valid, they won’t notice the validation at all.
- If they try to enter an invalid character (such as a non-numeric character in a number-validated field), they simply will not be allowed to do so.
- If their entry does not match a required character pattern (such as too many or too few phone number digits for the selected country) and they move the cursor’s focus to somewhere else on the form, the form will display an error message below the validated field. It is not possible to submit a form with validation errors.
As a best practice, you might want to add help text to validated fields (e.g., “Numbers only”). The help text option is also found in the Field Settings panel.
Here’s the form validation help article if you want to review all the details.
We already have a lot of ideas for how to further enhance validation in the future so this is really just the beginning! Let us know what you think and what else you’d like to see. Thanks as always to everyone who submits feedback and requests for forms — we appreciate everything you send us.
-Caroline
Re: TRIMMEAN in Smartsheet
I would use standard deviations from the mean. You can use a z table to lookup the z score correlating to the desired percent, and replace both of the 2's in the formula below. You can also change the stdev formula to represent if you are working with a sample or population with ease, just change the letter afterwords. The 2 I selected represents 95% of the predicted data. Dataset represented by all data in column A.
=AVG(COLLECT(A:A, A:A, AND(@cell >= AVG(A:A) - (2 * STDEVP(A:A)), @cell <= AVG(A:A) + (2 * STDEVP(A:A)))))
Using Forms & Automation to Drive Leads
Good afternoon Smartsheet Community,
We use Smartsheet Forms sometimes for some client contact forms to track real estate or other sales leads. We found it helps to use Forms and Automations to make it super easy to contact potential clients in a timely manner.
I broke it down step by step with video walkthroughs below:
https://app.smartsheet.com/b/publish?EQBCT=b59bea7594dd408d823397f85921198e
Share-folder of workspace only
Hi all,
I'm just wondering why we can't share folders of workspace to collaborators. I only can share workspace or share sheets only. Some people only need to see sheets in one folder and it's really inconvenient.
Thank you.
For Every one want to have More color symbol for health Status column.
Dear Community Memebers,
I saw many equations asking to have More color symbol for health Status column, so i added this post to be a simple reference to solve this issue and with your help and comments we can develop it to match the most of your wishes.
the following screenshot shows the color reference you can use it in your UNICHAR Function and a simple IF statement formula using those codes:
the Sample formula:
=IF(Color@row = "Orange", UNICHAR(128992), IF(Color@row = "Gray", UNICHAR(128280), IF(Color@row = "Red", UNICHAR(128308), IF(Color@row = "Blue", UNICHAR(128309), IF(Color@row = "Yellow", UNICHAR(128993), IF(Color@row = "Green", UNICHAR(128994), IF(Color@row = "Purple", UNICHAR(128995))))))))