Best Of
Re: How can I create a more readible form output, like formstack?
Are you using the grid/table view in your reports?
Just an idea...you could leave your form as is, create reports based on the 5 types (or even based on the sub-type level), and put those reports in card view. I'm assuming your users want to see more like the form layout and card view could get you closer to that than the grid view.
ccarriger
Re: Schedule Form Deactivation & Friendly Form Ended Msg
1 - You are correct, there current is no option to automatically deactivate a form. You can set a reminder to do it yourself, but deactivating a form is a manual process at this time. (Please submit your feedback to the Product team through this form, here).
2 - There also isn't currently a way to change what the error message says when you deactivate a form. It will have the standard message:
What I would suggest doing is create a Duplicate of the form so you have the layout you worked on. Then, delete all the fields in your current form, except for the Title and a Description:
This way when users access your link, they'll see the custom message you've added as the Description:
Even though the Submit button is there, users won't be able to submit the form as nothing exists.
I hope that helps!
Genevieve
Genevieve P.
Re: Using COUNTIFS to count number of occurrences within two different sheets = UNPARSEABLE
I understand what you are attempting to do, but I am not 100% confident that I interpreted which references belong to which sheet in the formula. Try this and see if it works:
=COUNTIFS({Polaris minus CSC Creator}, =Creator@row, {Polaris minus CSC Date}, >=DATE(2022, 1, 1), {Polaris minus CSC Date}, <=DATE(2022, 12, 31)) + COUNTIFS(({Polaris CSC Range 2}, =Creator@row, {Polaris CSC Open}, >=DATE(2022, 1, 1), {Polaris CSC Open}, <=DATE(2022, 12, 31))
The general concept here is to break your formula up into two different COUNTIFS statements. The first half of your formula seems to be exactly right. You should then essentially write the same formula for the second sheet and add the results of those two statements together.
Carson Penticuff
Re: Predecesor lag using calendar days regardless working days setup
Hi @Camilo P.
The way you're currently doing it is what I would suggest; Smartsheet does not have a way of adding Elapsed days (calendar days) to the Lag or Lead time in a Predecessor field.
Please add your vote and voice to this Product Idea thread, here: Elapsed Days in Predecessor Field
Cheers,
Genevieve
Genevieve P.
Re: Change Status based on Checkbox
Hey @Caitlin Goodman
If I understand you correctly, we'll only have to use Nested IFs for this formula vs also incorporating the AND/ORs.
When thinking about Nested IFs, we first look for any conditions that, no matter what, will drive the outcome. This is because IF statements progress through the formulas until they reach the first True. The formula stops executing at that point. Therefore the sequencing of the IFs become important.
=IF([Done checkbox]@row =1, "Complete", IF([Start checkbox]=1, "In Progress", "Not Started"))
Kelly Moore
Building a sheet to best populate dashboards
Do you have any training material you can share on “best practices” for building a project plan/timeline to populate Dashboards correctly (e.g. metrics and tables).
Examples of things I want to do: Present the overall project health as red, yellow, green; sum of late tasks; sum of tasks in progress and on-track; sum of tasks remaining; sum of open issues, etc.
Amanda Crawford
Re: Automatically copy cells from one sheet to another
Hey @Rick Byers
I would recommend using an INDEX(MATCH combination here instead of a VLOOKUP. This reduces the number of cells that are referenced in a formula (making it faster to load) and also references each column individually so you can adjust column locations without breaking the formula.
Here's the structure:
=INDEX({Column to return}, MATCH("Matching Value", {Column with value to match}, 0))
So in your case, something like this:
=INDEX({Comments Column}, MATCH([Project Name]@row, {Project Name Column}, 0))
Here's more information: Formula combinations for cross sheet references
Let me know if that worked for you!
Cheers,
Genevieve
Genevieve P.
Re: Summary Fields in Automation
It is currently not possible to reference a Summary Sheet field in an automation the way a column is referenced.
Adding a column with the Project Manager's name (repeated by formula from the Summary Sheet field) will allow you to do this.
Are you concerned about sheet size? If not, the column can be hidden if you don't want to see it.
Hope this helps!
ker9
Re: Summary Fields in Automation
You wouldn't create a column named {{Project Manager}}. The double braces denote a reference in the automation context.
So your automation would reference the [Project Manager] cell on each affected row like this:
"if you have any further questions, please contact {{Project Manager}}"
Give it a whirl.
John C Murray
Re: Oldest date in a column
You need to give the function a column range to work with, not just the column name.
=MIN([Date Entered]:[Date Entered])
Make sure your "Date Entered" column is formatted as a date-type column. If there's a date value in it, it needs to be a date-type column to use the MIN/MAX functions on it.
Jeff Reisman