Best Of
Re: Change the order of Roles/View As within Workapp
Yes this has been an annoyance especially since it's not obvious until it's too late. For stand-alone workapps we re-built them so the roles were in the desired order, but doing so for our project workapps would be a much larger change since these are controlled and tied to our blueprint and would also require us to go into a production freeze. Additionally, once a project is provisioned, the workapp owner may want the roles in a different order based on their own work processes.
Chelsea.McCulley
Dynamically link columns between sheets
Hello,
I am currently working on a project in which we have a large clunky master sheet with various reports and dashboards stemming from it. This has served us to this point but now the master sheet has grown so big it is just unusable and we do not want to continue adding columns to it.
I want to pull/link some columns from the master sheet to another sheet (one in which i can create new columns and show new information based off of the info pulled from the master spreadsheet). This means i cant use a report because it doesn't let me add new columns or new data.
I want the dynamic column sharing of Reporting with the ability to add columns and show new information like with Worksheets. Is this possible?
I have been trying some lookup functions and match functions but have struggled on a multi column bases. Anyone have any ideas?
mikellester
Re: User Subscription Model and Dynamic View Permissions
You're more than welcome!
I should have been more clear. I meant that it would be the same regardless of legacy or USM, and anyone, with or without a license, can edit and only need an account.
It's an excellent workaround!
Make sense?
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Andrée Starå
Re: Generate child rows from form and link to a specific Parent
Hello Sherry!
All new form entries show up as Parent Rows. To have them automatically be a child row, there is currently not a native way to do that in Smartsheet, however @SSFeatures has an add-on that will do that.
All new rows will take the color scheme of the row above it when it is added to the sheet via form.
You can create conditional formatting that auto-colors rows based off of a selection from a dropdown column. Or Key words etc.
Re: On a sheet, can you have rows moved to the top?
Currently, there is not a way in Smartsheet natively to auto sort. @SSFeatures has an auto-sort feature. Otherwise, you will need to resort the data manually.
Re: Dynamically referencing parent task row in COUNTIF/COUNT formula for child task completion ratio?
Since you're using Sheet Summary, I'd suggest adding a helper column (text/number column) on your sheet with a formula that will return the value of the parent row.
Try this:
Helper Column:
=PARENT([Task Name]@row)
Formula in the Sheet Summary:
=COUNTIFS(Parent:Parent, "Task Name", [Task Complete?]:[Task Complete?], 1) / COUNTIFS(Parent:Parent, "Task Name")
Melissa Yamada
Re: Welcome to the Healthcare & Life Sciences Community!
Hi, all! I am Colleen Patterson, Executive Vice President for The Clinician Exchange, a concierge consulting company in the MedTech, BioTech, and Pharma space. We have been immersed into Smartsheet for the last 6 years, and there is now no part of our business that is not optimized with Smartsheet.
We are currently using Smartsheet to serve us for (but not limited to):
Project Management - On an international basis
Time Cards - For our over 17000 clinicians / techs in the field
HR Tracking - Reviews, Dates to Note, Onboarding Experiences
Managing our Podcast Experience - Tracking all key information and collecting information on guests
365 Feedback on our 4 main verticals
Accounting - everything from client billing, to payments for our clinicians
Smartsheet is our source of truth for all things! We are a core product organization (Control Center for 2 years), and at last years engage, moved up to Advance Capabilities, adding Data Mesh, Data Shuttle, PIVOT tables, Dynamic View, Calendar App, WorkApps. Every chance that I have to tell people that Smartsheet is how we have been able to run so lean, I evangelize. Run all of this work, with a core team of only 8 full time staff. Happy to connect, collaborate, and share ideas!
Re: December Question of the Month - Join the conversation and receive a badge
If I could become an instant expert in something, it would be Control Center. I am going to be doing the Smartsheet University courses on it, but it would be nice to suddenly know the ins and outs instantaneously!
Deena Duran
Re: How to adjust Gmail Add on?
When you select "Add a row," the primary column value will be displayed. Then, when you choose "Show More", all the columns, including the hidden column, will be shown.
As the example sheet below, we can suppose that we need to input only the information in the shaded area, Customer Name to Complaint Remarks. All the other columns' values will be input late as we handle the complaint or will be retrieved by formula, etc., from another sheet.
So, put columns whose value we need to get from Gmail in front. You may want to indicate them by putting * in front, like *Customer Name, *Phone number, etc, to suggest that we input that information using the values in the Gmai.
In the above image, the 4th row's values were input by the Add-on with the input as shown below.
Re: Form Responses Save as Draft Only on Mobile?
Smartsheet, any estimate of when this might be delivered? This is a need we have as well.
Helen H
