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How do I access Groups to delete a group?
I'm trying to remove a user from all groups, but I'm unable to because they are the only one left in the group and to remove them, I would have to delete the group. However, the link to delete the group doesn't go anywhere and I'm not finding a Groups section. How do I assess?
Re: May Question of the Month - Join the conversation and receive a badge
Once upon a time, I was an inexperienced Smartsheet newcomer, lost in the world of sheets, reports, and dashboards. I was unaware of things like INDEX/MATCH and stuck with VLOOKUP. My journey to enlightenment began, as many do, by wandering the vast world wide web in search of answers through obscure and poorly worded searches.
Fortunately, during my search, I eventually found my beacon of light, called the Smartsheet Community. It welcomed me with open arms and helped me understand what I was missing. It became a source of help that was tailored to my specific needs.
Despite my lack of real knowledge, I was warmly welcomed into the community and provided with judgment-free assistance in dealing with what seemed like world-ending obstacles to me.
Since receiving help as a newcomer to Smartsheet, I've made a conscious effort to pay it forward by assisting my colleagues and other members of the community whenever possible.
Re: Can you attach a video to row?
Hi,
I hope you're well and safe!
You could use the Proofing feature.
Would that work/help?
I hope that helps!
Be safe, and have a fantastic week!
Best,
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
✅Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up, Awesome, or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!
Re: Hidden Columns List
Hey @Genevieve P. , thanks for the super fast response. Is there a singular place that shows the top ideas and their status in like a report or grid format (instead of blog-reddit-chain style)?
Resource Management - Work Item name not displayed in the Time and Expenses
Hello everyone, I am asking about a feature in RM that is confusing for me and my customers.
Work Items listed in the Project Schedule / Work List (either retrieved from the activities / tasks from a Smartsheet's sheet) are not displayed in the Time and Expenses section of a person' Page.
We have them in the Today's view, but when a user goes into the Time and Expenses section to confirm their time (using the Itemized Hours and Minutes), they do not appear under the project's name: you can only use the Categories (at Project or account level) to inform about what you have been working on (which are different from the Work Items' names).
Also when exporting the Analytics, it seems that there is no column dedicated to the Work Item, just the Categories.
Is this expected? I have many confused customers about this and they want to know if it is possible to display the Work Items instead.
Regards.
Re: I'm trying to create a URL to a form and ALSO prefill some of the form fields based on a sheet
I came up with a solution for this for my approval process by using logic. The original form has hidden fields for the Approvers. When a form is submitted, I have a defaulted check box "Submitted" that does 2 things:
1) sends the automated notification to the Approvers with the URL to the pre populated form;
2) because the "Submitted" box is now checked, it triggers logic to open up the additional "hidden" fields we want the approvers to complete.
I created a URL query to pre populate the form fields and pre populate some of the fields specific to the approvers. This process also allows for that row to be "updated" vs creating a duplicate form with a different URL which causes a duplicate row to be submitted with the added approval fields.
Hope this helps!
Re: Automated Notification with Contact List
When I went to change the drop down names to contacts columns that broke all my other automation for my for (based on selection of 1 field, 5 other name fields are filled in so user doesn't have to). I recreated those fields, as they were a dealbreaker not to have. Then I opted to add additional workflows based on the user I wanted to notify. It may have been the long way around, but considering I had to fix 36 workflows due to the contacts, it was not something I was ready to do again. Appreciate your help!
Re: Formula and Function : COUNTIFS : Invalid Data Type (Cross Sheet Referencing)
This assumes {OBH CM Referral Tracker Year} is formatted as text/number and {OBH CM Referral Tracker FF)} is formatted as date. Is this correct?
=COUNTIFS({OBH CM Referral Tracker GG Prodigy Profile Created}, "INSERT NAME of EACH PERSON", {OBH CM Referral Tracker Year}, 2023, {OBH CM Referral Tracker FF)}, IFERROR(MONTH(@cell), 0) = 12)
Filter on dynamic view
I created a filter on my dynamic view. Everytime I open the view, the filter is desactivated and I have to active, how can we lock the filter ON please
Re: Rich Text Formatting in email notifications (and Update Requests)
Here is a workaround, at least for bold text: Use https://boldtext.io/ to convert plain text into Unicode. Type in what you want to convert in the top part, then copy the converted text from the bottom part, and use those unicode-converted values to identify columns in email alerts that are otherwise plain text.
Examples: 𝗕𝗼𝗹𝗱 𝘁𝗲𝘅𝘁, 𝙄𝙩𝙖𝙡𝙞𝙘 𝘽𝙤𝙡𝙙
These are not formatted text, they are actually different characters altogether; if you copy-paste those into your sheet or alert, you should see them come through as looking like formatted text.
To provide field names in notifications, we use an "aggregator" column to group multiple columns into a single field, so you simply reference the Aggregator column instead of maintaining formatted column names in each notification (assuming you have more than one that goes out to people).
Assuming that your column names are Idea Title, Description, Status, Comments from PMO, and Submission date, the Status Aggregator column (column formula) would look like this: =("𝗜𝗱𝗲𝗮 𝗧𝗶𝘁𝗹𝗲: " + [Idea Title]@row + CHAR(10) + "𝗗𝗲𝘀𝗰𝗿𝗶𝗽𝘁𝗶𝗼𝗻: " + [Description]@row + CHAR(10) + "𝗦𝘁𝗮𝘁𝘂𝘀: " + [Status]@row + CHAR(10) + "𝗖𝗼𝗺𝗺𝗲𝗻𝘁𝘀 𝗳𝗿𝗼𝗺 𝗣𝗠𝗢: " + [Comments from PMO]@row + CHAR(10) + "𝗦𝘂𝗯𝗺𝗶𝘀𝘀𝗶𝗼𝗻 𝗗𝗮𝘁𝗲: " + [Submission Date]@row + CHAR(10))
So your message would look something like this:
"Hi [Name],
Thank you for sharing your idea with us, the status of your request is below:
{{Status Aggregator}}"
That way you can maintain message contents in a single field without needing to go to your Automations if you want to make changes to the columns that are being presented to people.
You can, of course maintain those individually, so if you wanted to do that you would just put this in your notification messages:
𝗜𝗱𝗲𝗮 𝗧𝗶𝘁𝗹𝗲: {{Idea Title}}
𝗗𝗲𝘀𝗰𝗿𝗶𝗽𝘁𝗶𝗼𝗻: {{Description}}
...etc.
You could run into issues if you have people using email clients that do not support Unicode; as unlikely as that may be nowadays, if that is an issue, people could just see rectangles or blank spaces instead of letters for the "formatted" text.