Best Of
Re: Make fields required in update request workflows
Totally agree, Medical Industry here and we need to be able to set "required" to the fields that are requested for updates from the doctors. I have a 2 section form, Nurse fills out the top of it (which has required fields), and the doctor is suppose to fill out the bottom section. The automation kicks it to the Doctor's once the nurse is done. However I can't make the Doctor's field's required, because it would mean the nurse would have to fill it out. The problem we run into is the Doctors are not filling everything out that is needed. Out of 700 entries I reviewed, over 250 were still pending for updates of some sort because I can't make their fields "required" on the form, so data ends up missing. It is so much work to have to follow up directly for each entry. This feature is greatly needed!!!
Kari G
Re: How Do I Generate a Metrics in Dashboard Displaying a % Difference for Various Months for Two #'s
That's because you have an IF statement in there without it's various arguments. Get rid of the IF and you should see the result you're looking for. You can wrap it in an IFERROR statement if you want to remove errors like DIVIDE BY ZERO.
=IFERROR(([Column 9]32-[Column 9]28)/[Column 9]28,"")
Or if you want to use IF to check for things like 0 values like you have on your archive sheet, you need to finish the IF statement. Like
=IFERROR(IF(([Column 9]32-[Column 9]28)/[Column 9]28 =0, "", ([Column 9]32-[Column 9]28)/[Column 9]28) ,"")
Brian_Richardson
Re: Do leading zeroes affect "duplicate flag" formulas?
Leading zeros will affect this because that changes it from numerical data to a text string. Now you have two different data types within the range, and that throws the COUNTIFS off every time.
Insert a helper column (can be hidden after setting up) and use this to convert every row into a text string.
=[ID Number]@row + ""
plus quote quote
Then reference this helper column in your COUNTIFS.
Paul Newcome
Re: Do leading zeroes affect "duplicate flag" formulas?
Try an @cell reference in your COUNTIFS.
=IF(COUNTIFS([Column Name]:[Column Name], @cell = [Column Name]@row)> 1, 1)
Paul Newcome
Re: Sharing a Sheet
Ah - the top one is greyed out. Are you an Admin on your account? If you go to:
Settings - Security Controls - Smartsheet Admin Center
You should be able to enable that option if desired.
cbsarge
Re: How to recreate a payment month Excel formula in Smartsheet
What's the logic? It looks to me like you want to output a date. If the date is less than or equal to the third of the month then output the date, otherwise output the date plus 30 days?
If so, it would look something like:
=IF(DAY([Date Column]@row)<= 3, [Date Column]@row, [Date Column]@row + 30)
Paul Newcome
Re: How do I remove column checkmarks from a parent row?
@kronschobl Unfortunately, you can't not have that. Since SS is more akin to a database than an excel sheet alternative, all columns have to have the same format. BUT, here is a discussion about how to make it "appear" like there is no checkbox.
Hope that helps!
Eric Law
Re: SUCCESSORS Testing
UPDATE: @Genevieve P. helped me solve this use case:
=IF(FIND(",", Successor@row) > 0, "Multiple", IF(Successor@row = "", "None", JOIN(COLLECT([Assigned To]:[Assigned To], Row:Row, HAS(Successor@row, @cell)), CHAR(10))))
Jason.Darr
Re: Formatting Reports
+1 for this. I am bringing together 8 departments worth of status sheets, all with their own formatting, and the report is a visual mess.
jw_pm
Re: Disable License Request Features
I agree with the other posters to remove the "request full license" hyperlink. It's pretty clear to corporate users that if they want a license for software they need to request it from their IT department. They can do that by email and don't need to go through Smartsheet to do so.
Another downside to this messaging is that when presenting a sheet to a customer, it gives the perception that you're using less-than-full-featured free software and are too cheap to pay for a license (which they may not realize isn't necessary).
Bill Ketchel