Best Of
Re: Enabling Information Push and Pull in Smartsheet
I use the following method to achieve this in the Core App only.
- Sheet for display
- Auto number Row ID column.
- Read-only columns and editable columns for 20, say 40 people. (in my demo).
- 20 columns for 20 people to display the URL of the form created in step 2.
- Add formulas that retrieve the latest data from the sheet of the form created in 2 by INDEX (MATCH or COLUMN) using the row ID as a key.
- Sheet for forms to update the sheet for display
- Create a form for every 20 users that adds a new row with a row ID column and editable columns.
- For Row ID, use a URL query string to prefill default values on a form, using 1. Sheet for display's Row ID.
- Set up the form so that new inputs are added to the top of the sheet. (To make it easier to get the latest additions by the form in INDEX 1)
- A report for each person that pulls only the relevant columns from the sheet and displays them
- Create a dashboard for each person, add published reports in 3, and share the dashboard with view-only permissions.
- Steps 1 to 4 will allow the person with view-only access to the dashboard to view and edit some columns of the sheet in 1 without having access to the above sheet.
Below is a demo dashboard I created using this method so you can try it out.
(Originally, this would only be shared with those who can view and edit as in 4, but for the sake of demonstration, we are making the dashboard available to the public.)
Re: HELP!! Many of my sheets systematically updated to show a "Last Update" date of 8/29/23
I have the same issue and they were not updated by user, DataMesh, or any other process done by our company.
Re: HELP!! Many of my sheets systematically updated to show a "Last Update" date of 8/29/23
@Paul Newcome - yes same date, 8/29 - Enterprise version
Re: Update Request Customization - descriptions and headers like a Form
Logic and Helper Texts are already implemented in Forms. As I mentioned earlier, current Forms are only In Take forms. By simply allow the developer to select an existing Form when defining an Update Request, its logic, helper texts, labels, validations, hidden fields, etc., will be applied when updating the row.
Re: Calendar/Card View To Manage Shifting Priority Dates
Hi @Liz_Snavely
If your account has access to it, this sounds like a great opportunity for the Calendar App add-on, see:
If your plan does not include Calendar App, then using a Gantt view is what I would suggest.
The Gantt view will show you a timeline on the right, while you can still display other row data (such as request date, deliverable date, etc). If you Sort your sheet by Due Dates, you can use the Gantt view to quickly identify overlapping tasks.
Here are other Community threads where we discussed similar topics:
- How do you track parallel projects and show overlapping resources?
- Creating training Calendar
- How can I get a handle on Asset/Room availability with SmartSheet?
Cheers,
Genevieve
Genevieve P.
Re: Why are my symbols all red instead of red, yellow and green?
Hi @Erica Lozano ,
I'm not sure if this is your issue but, since you are allowing multiple values in the drop drown, if there are more than 1 matches, the formula will resolve to the first, which is "Red" in your case.
For example, if you choose "OK: Sold" and also "Needs Attention:...", it will resolve to "Red"
Hope this helps,
Dave
Re: Dynamic View - User Changes Logging as Admin User
Hi @Riana
Separate log in credentials go to separate accounts. There is no current way to have multiple logins go to the same account.
However, you could share all of your assets with this other email / account with Admin permissions, which will give them access to everything your account has access to.
Cheers,
Genevieve
Genevieve P.
Re: Automating the Sending of Form Once a Cell is Designated as Completed
@Jamie Dent Yes, you can do this. I assume you have a sheet with a list of project names and then you mark the status as complete?
You can add a column to concatenate the project name as a URL query string onto the form URL, then you'd use an automation workflow to "send an alert" triggered on the status change and include the column with the URL as a field in the message body.
Does that sound like it would work for you?
I have a video I made that might help you some if you aren't familiar with URL query strings in Smartsheet forms.
Darren Mullen
Re: 1st - 5th highest value that meets criteria - cross-sheet referencing
On your Master List, you'll need to add a column for the rank in the category. This would have the formula:
=IFERROR(RANKEQ([2023]@row, COLLECT([2023]:[2023], Category:Category, Category@row)), "")
On your 2023 Top 5 Popular Courses per Category you can then use some INDEX/COLLECT functions to get the course names and numbers (where the cross sheet references refer to the relevant columns).
For course names:
=IFERROR(INDEX(COLLECT({Master List Official Course Name}, {Master List Rank in category}, [Popularity No.]@row, {Master List Category}, Category@row), 1), "")
For course numbers:
=IFERROR(INDEX(COLLECT({Master List 2023}, {Master List Rank in category}, [Popularity No.]@row, {Master List Category}, Category@row), 1), "")
The IFERROR portion of this is just so you can use these as column formulas and not have #INVALID V
Some very simplified & basic sheets (with top 3 in 2 categories) just to show the working:
Master List
Ranking sheet using cross sheet formulas:
Some things that I can see which may throw a slight spanner in the works are:
Your 7 stated categories does not include First Aid, but if this is just an oversight and there are actually 8 categories then all should be well!
If you have 2 courses with the same numbers in 2023 in the same category they will end up ranked the same which will throw things out. In this case I would suggest sorting data by category & rank and deciding which to rank over the other which would be double by making one a decimal and adding the ROUND function into the course number lookup.
Hope this helps, but if you've any problems or questions then just ask! 😊
Re: Formula to work with different levels of Hierarchies
Hi @Ipshita ,
Thank you so much for your time and response and yes, you understood correctly. Fortunately, I was given guidance on this question elsewhere recently and was able to figure out the solution to my problem. The formula I had used was:
IF(COUNTIF(CHILDREN()), 1) / COUNT(CHILDREN()) = 1, 1, 0).
This worked flawlessly for both the CHILD row and PARENT row as it helped automate the checking process.



