Best Of
Re: Different Contacts for Final Signer in Docusign
If it helps at all, one of our solutions (which didn't go ahead, so I didn't get to fully test it) was to have the final signatory a generic company email. We would then log into DocuSign and forward/assign the document to the appropriate signatory, once we knew who the appropriate signatory would be (i.e., a field in Smartsheet updated, with an update request sent to those monitoring the generic email).
Jason Albrecht
Re: Moving Workspaces to an Archive
From my understanding, you should only be able to move workspace content - not the workspaces themselves into other workspaces. I would create a new folder in the archive workspace then move all of the content from the old workspace into the correct folder in the archived one.
Mike Wilday
Re: I would like to ask for help with updating status my formula:
The slight issue here is adding the 5th value as the symbols column doesn't support having 5 coloured circles unfortunately. You can get round this by adding either a symbol/emoji directly or using the UNICHAR function.
The other issue is that there aren't exact matches of the dots used in Smartsheet, so you will have to decide what works for you. For example, using a black dot instead of grey:
=IF(Status@row = "Upcoming", "Blue", (IF(Status@row = "In Progress", "Yellow", IF(Status@row = "Requires Review", "⚫", (IF(Status@row = "Behind", "Red", "Green"))))))
Or with UNICODE:
=IF(Status@row = "Upcoming", "Blue", (IF(Status@row = "In Progress", "Yellow", IF(Status@row = "Requires Review", UNICHAR(9899), (IF(Status@row = "Behind", "Red", "Green"))))))
However the extra one doesn't quite fit in with the others (slightly different size/position in the cell), but if needs be you can make them match more stylistically by using other symbols from the UNICHAR set.
For example:
=IF(Status@row = "Upcoming", UNICHAR(128309), (IF(Status@row = "In Progress", UNICHAR(128993), IF(Status@row = "Requires Review", UNICHAR(9899), (IF(Status@row = "Behind", UNICHAR(128308), UNICHAR(128994)))))))
Another alternative is to use the black dot (code 11044) and alter the font colour & size to get it 'close enough', but this also has the side effect of making your rows slightly larger (due to the increased font size of the cell). For example:
Is using the formula:
=IF(Status@row = "Upcoming", "Blue", (IF(Status@row = "In Progress", "Yellow", IF(Status@row = "Requires Review", UNICHAR(11044), (IF(Status@row = "Behind", "Red", "Green"))))))
With the font colour set to the darkest grey in the column and font size 12.
Pick whichever option works for you! 😀
Nick Korna
Re: I would like to ask for help with updating status my formula:
This should do what you're after (assuming you're happy with what you currently have already):
=IF([% complete]@row = 0, IF([Start Date]@row < TODAY(), "Behind", "Upcoming"), IF([% complete]@row = 1, "Complete", IF(AND([% complete]@row = 0.7, [Start Date]@row > TODAY()), "Requires Review", IF([End Date]@row < TODAY(), "Behind", "In Progress"))))
Note that this only works for exactly 70% completion, but you can easily alter it to equal to & greater than by adding a single symbol:
=IF([% complete]@row = 0, IF([Start Date]@row < TODAY(), "Behind", "Upcoming"), IF([% complete]@row = 1, "Complete", IF(AND([% complete]@row >= 0.7, [Start Date]@row > TODAY()), "Requires Review", IF([End Date]@row < TODAY(), "Behind", "In Progress"))))
Hope this helps, post if you've any problems/queries on it.
Nick Korna
Re: Increase the Latest Comment Column Character Limit
We're using the Latest Comments field in a customer-facing project artifact, and it would be so helpful to have this limit increased!
Rather than providing customers access to edit our sheet (and view internal-only items), I'm notifying them when certain triggers occur on the sheet. Latest Comment is one of the most important fields I include in the body of those notification emails. I'm trying to train my team, but currently, customers are receiving notification emails where the Latest Comments cut off, and it causes a great deal of confusion.
Please consider this improvement to a great feature!
Amy.Mizzi.RP
Re: Using full stops or commas for numbers
You can't force the user to use commas vs periods in the form directly, but what you can do is insert a helper column on the sheet and use a formula to swap any periods out for commas and convert it into a numerical value.
=VALUE(SUBSTITUTE(Spesa@row; "."; ","))
Paul Newcome
Re: Conditional count of parents rows only with now children on a date column.
Hi @Kingskid
You can filter out Child Rows as long as your source sheet has something that indicates if the row is a Child or Parent.
From what I can see in your screen capture, only Parent rows have a date in the "Date Logged" column, is that correct? If so, you can add criteria that says that cell needs to be <> "" or Not Blank:
=COUNTIFS({Date Logged Column}, <> "", {CC Label Activities}, AND(@cell >= DATE(year@row, [Month1]@row, 1), @cell <= DATE(year@row, [Month1]@row, 31)))
Cheers,
Genevieve
Genevieve P.
Re: Product Usage Badges - Celebrating our Power Users 🎉
Hi, @Salèha El D. love the enthusiasm! These badges celebrate great product use, so just keep on creating awesome Smartsheet solutions, and sharing with people in your organization. If you wish to share anything amazing you're doing with the Community, the Show & Tell topic is the place to go. 😄
Hi, @Monicacraven, we award the badges for Automagicians and Superstars once a month. If you've gotten an email notification, you'll be able to see it in your badge list soon!
Rebeca S.
Re: December Question of the Month 💭 Join the conversation and receive a badge
In terms of Smartsheet, I've designed a Work Order tracking and approval worksheet that seems to push the boundaries of what Smartsheet was intended for. I discovered this when I asked a tech about an email format generated from the sheet, and they mentioned it was an usual use of the product.
On a personal note, handling my partner's severe stroke aftermath has been challenging. It's sometimes more demanding than dealing with a teenager, but I've learned to stay calm and navigate through it all.
MMerin
Re: Can I auto-populate base on role in Smartsheet and sync with Resource Management?
There currently isn't a way to use a column formula in an Assigned To column and also have that column sync with Resource Management; the cells in that Assigned To column will need to be editable through the integration.
If you have access to DataMesh, I would potentially use DataMesh to bring in both your contacts and role into the second sheet, although this would require a new DataMesh workflow every time you have a new Sheet B.
Cheers,
Genevieve
Genevieve P.