Best Of
Re: Why sheet viewed - No action taken - but in Activity Log list Formatting Applied, Why?
That number is basically how many changes occurred. In @mccullen's screenshot above, note that conditional formatting is set to update the entire row. I generally use conditional formatting on individual cells instead of the whole row - so I'm not sure if the number is how many ROWS, or how many CELLS. I haven't tested it. This is an interesting place for you to explore though - you can probably create a test sheet with very few columns, and apply multiple conditional format rules (some to entire rows and some to individual cells) and then futz with it and see what the results are. I've found that's the best way to answer a question in Smartsheet - jump in with both feet and just start playing. 😀
Good luck!
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Re: Community Corner Newsletter [January 2025]
I agree with Rotisol. We use Smartsheet for business, not for social media. The newsletters are nice and upbeat, but seem to be all personal. It would be nice to see information, and have it easier to find in general, regarding updates to the software, past and future.
There seem to be many changes implemented with no announcement or way to find out without going and digging for it when we experience problems. I would really like to see a list of changes implemented -at the time they're implemented- so we know what changes to expect, and to know what upcoming changes will be implemented to share this info with our company users. The changes might impact the way we use the software for our business purposes, whether it's to deal with changes that impact us poorly (like the messed up sign on process) or new improved things we can start using if we knew they existed.
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Re: Community Corner Newsletter [January 2025]
Hi, it is all nice but as brand new client with a team behind we are quite surprised with the lack of some basic functionalities (grid, merging cells, more than 1 filter and on….) that have been reported for years. And it is hard to understand where these requests stand in your queue for years….the workaround offered are really not solutions and it is all nice to dev some AI functions etc…but when the basics (at least for some of us) are not covered it is creating some internal frustrations. So, why can't we have clear visibility on basic functions requests and what is the - honest- status?
thank you.
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Re: Why would a link in an automated email notification not hyperlink for some but not others?
We have encountered this, too, and observed that it depended on the email client used by the recipient. In our experience, URLs in the email alerts show up as hyperlinks in the desktop app for Outlook. When the same emails are viewed in Outlook's web app, the URLs are displayed as text.
Another consideration is that hyperlinks in emails can be disabled by the email system's administrators. And this restriction can be deployed to some groups but not others.
We include the following instruction in the email, "Copy-paste the URL below into your web browser if the link does not work."
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Re: Link Separate Smartsheets into a 'super sheet'
Mendy, I think the only way to have the row coments and attachments carry over to the Master sheet is to use the report generator instead of extensive linking. I just tried it and it works great. You will need to generate a report that scans all the project sheets but just brings over the summary row from each one. After you do that the comments and attachments will be brought over with each summary row and can be displayed like on the original sheets. The only challenge I see is having the report figure out which row on each project sheet to make part of the report. In a couple of cases I've had to add a column to the project sheet named Report, for example, that says something like "Yes" in the row on each project sheet you want the report generator to bring over to the Master. That will be time consuming up front but will only have to be done once on each project sheet. Then on the report builder select every project sheet and then in the What box select Report is equal to Yes. You will need to add the columns that you want to bring over from the project sheets, and reorder them possibly by drag/drop and sort the report on the project name column to get them displayed alphabetically for ease of vewing.
I hope this works for you. If you haven't used the report generator before it will be a little tricky at first but it works really well.
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Re: Whats wrong with this nested if and vlookup formula?
Happy to help. 👍️
A quick tip: If you catch yourself repeating the same pieces of a formula over and over again with the only difference being a single variable based on an IF, you can nest the IF inside the other formula.
=VLOOKUP([Month/Year]@row, {Budgeted Cost Test Kits Range 1}, nested IF to only output number based on test type, false)
I personally would build out the nested IF first in one cell to just output the column number based on the test type. Then in another cell write the VLOOKUP and use a cell reference in it to reference the cell containing the nested IF. This will help you make sure everything is working as expected and makes troubleshooting a bit easier.
Finally you would copy the entire nested IF (without the initial equals) and simply paste it into the VLOOKUP where the cell reference is. If you do this in a third column, troubleshooting is much much easier because you will know that the two individual pieces are working and you only need to figure out what is wrong with the nesting.
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Re: Datashuttle: source not found when updated
Hello @Alexandra P ,
Below is a regular option that I use which is the shortest Architecture for me and quickest access to review audit trail. Just know that Smartsheet still has room to expand on the data volume consumption limitations.
Minimum Architecture (Minimum Audit Trail Friction)
1) SP XLSX template file
1a) Python script overwrites daily record results; does not delete file
1b) SP XLSX maintains record change history
2) Create a DataTable (via Data Shuttle requires an index column with unique reference id)
3) Connect to Smartsheet
Medium Architecture (Medium Audit Trail Friction)
1)SP XLSX template file
1a) Python script overwrites daily record results; does not delete file
1b) SP XLSX maintains record change history
2) Create a DataTable (via Data Shuttle requires an index column with unique reference id)
3) Connect to Smartsheet
4) Automation Move Rows to another Smartsheet acting as an Archive backup
I can be reached at erin.horiuchi@syneoshealth.com if you want to meet and discuss further.
Re: Please help with Parent-Child Circular references
Oh, Well there's the problem. You can't reference the column the formula is in. You have a number of options. The most simple would be to move the formula to a different column. If you are wanting to only reference the child rows of the row the formula is on, you can use the CHILDREN function.
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Re: Automate Alert for When User Is Deactivated
Hi @Ide AirTrunk!
You can use Event Reporting to monitor when a user is deactivated. This feature provides access to detailed logs of actions across your organization for the past six months. You can find more information here:
Event Reporting: Monitor how your organization uses data.
Important Note: To use this capability, you must be a System Admin. If you’re not a System Admin, you may need to ask to become one to set up Event Reporting.
I hope this helps!
Cheers,
Isaac.
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Re: Auto direct risk from master register to project risk
Hey @Ide AirTrunk
Nice job on the flow.
One step I sometimes needed was an Array Length step after a Search step, where I could check if the returned array had a length greater than zero - a similar process to using COUNTIFS > 0 in a formula to see if there was a match. The array length step could give me a decision point, especially if I was trying to decide if I needed to update a row vs insert a new row. I'm sure there were more elegant ways to achieve but this way usually worked for me.
Kelly
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