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Re: March Question of the Month - Join the conversation and receive a badge
If you could add any enhancement to Smartsheet, what would it be?
- GET RID OF PRIMARY COLUMN haha Thank you :)
Paul.Woodward
Re: Separate Text and Number
It depends on exactly how the data is populated in Smartsheet.
My first thought without a deeper dive would be to insert a helper column that uses a VALUE function.
=VALUE([Column Name]@row)
to convert all rows into a numerical value.
Paul Newcome
Re: Forms Set to Expire
You can insert a date type column in to the sheet. Then add it to your form as hidden with a default value of the date you want the form to be open.
Add a header field to your form that indicates the form is "closed".
Use form logic on the date field that says if the date is not today, show only the header. If the date is today, show all of the other fields.
If only a header is displayed on your form, there is no field for users to fill out which in turn makes it so that the form cannot be submitted.
You can also use this method to set an open and close date if you want more than just "today".
Edited to add:
While this does not necessarily delete the form, it does give you the ability to have it "open" for only that day so that you can create it in advance and do not have to rush to immediately delete it.
Paul Newcome
Re: Copy a row to multiple sheets then move it to another sheet question
You can add multiple copy rows then an move row, is that what you mean? If the number or sheets change based on a value in a Team column, you can utilize conditional paths.
Samuel Mueller
Re: #UNPARSEABLE error in sheet summary field formula
@AmarK Please check your source(s) before posting. Smartsheet does not have a HASERROR function.
Paul Newcome
Re: No Support!
The requirement for users to have a license to edit is for internal accounts.
External accounts only have to be paid for if they are admin or owner.
Dynamic View is an add-on and works pretty much as already stated. They only need to be shared to the Dynamic View itself (do not need any access not even viewer to the underlying data), and they can be on their own free account or added to your account at the free level (just so they have some log in credentials).
Paul Newcome
Re: No Support!
That is correct. Dynamic View (DV) allows you to create specific views into the sheet data to dictate which fields can be edited by those individuals who are shared to the DV as editors. You can go so far as to limit which rows of data each user can see, if necessary. This is particularly useful if certain rows are "assigned" to different users and you only want that specific user to make changes to those rows.
Michael Chohrach
Re: COUNTIFS Formula to Add Multiple Criteria from Same Column Source
@JNash just add one more condition to your COUNTIFS. If Column4 has 1 for the red project types, use:
=COUNTIFS({Range}, "Value", {Project Type}, "Type A", {Column4}, 1)
AmarK
Re: What formula is best to summarize dropdown lists by options?
@Lillian M Step 1: Create a Summary Sheet
List each dropdown option in one column:
Photography
Illustrations
CG 360s
Step 2: Use COUNTIF formula
If your survey column is a cross-sheet reference like {Survey Job Type}, use:
=COUNTIF({Survey Job Type}, "Photography")
For dynamic option (if option name is in a cell, e.g., [Job Type]@row ):
=COUNTIF({Survey Job Type}, [Job Type]@row )
Step 3: Use This Sheet for Dashboard
Add charts from this summary sheet to your dashboard.
AmarK
Re: Having trouble with automation: email with attachment
@Danica H. Most likely the email is triggering before the attachment fully saves.
Fix (Recommended)
Edit automation:
Trigger:
When Status changes to "Completed"
Add:
Wait 5–10 minutes
Then:
Send email
Include attachments
OR (More Reliable)
Trigger:
When attachment is added
Condition:
Status = "Completed"
Then send email with attachment.
AmarK