Best Of
Re: Is there a way to automate new row upon receipt of email? And autopopulate basic fields?
Hi @CamSME
I hope you're well and safe!
Unfortunately, it's not possible now, but it's an excellent idea!
Here's a possible workaround or workarounds
- Using a 3rd-party service like Zapier or similar
- Using the Smartsheet API
Would that work/help?
I hope that helps!
Be safe, and have a fantastic week!
Best,
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
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Re: OR in COUNTIFS Formula
Column formulas cannot reference a specific row number. All cell references must be "@row" references.
Try putting the date in a Sheet Summary field and referencing that instead or putting the date on every row and using "@row" references.
Date on every row:
COUNTIFS({part 3 #}, [Part Number]@row, {status}, OR(@cell = "Repaired", @cell = "Beyond Repair"), {rma closed date}, <=Date@row)
Date as Sheet Summary Field:
COUNTIFS({part 3 #}, [Part Number]@row, {status}, OR(@cell = "Repaired", @cell = "Beyond Repair"), {rma closed date}, <=Date#)

Re: OR in COUNTIFS Formula
Yes. You still need the "@cell" even when referencing another sheet because you have already established the range.

Re: Formula to set the Task Health.
Looks like you typed up your formula in Word (or some other similar program) as opposed to directly in Smartsheet. Your slanted quotes are called "smart quotes" which (ironically enough) are not recognized as valid characters in Smartsheet formulas. You will need to retype the formula directly in Smartsheet, here in the Community, or in a text editor such as Notepad to get the appropriate quotes (notice the ones here are straight up and down instead of slanted).

Re: OR in COUNTIFS Formula
Remember that the syntax for the COUNTIFS function is COUNTIFS(range 1, logical statement 1, range 2, logical statement 2, etc etc etc.
{status}, OR(@cell = "Repaired", @cell = "Beyond Repair (BER)")
Here, {status} is the range, and the entire OR statement is the logical statement. @cell is referencing back to {status} in the range.

Re: Automatically Delete Attachments when a condition is met?
Hi @Krys West - this is a good thought. Our organization has explored this before with a few other projects and at the time couldn’t find a way to make this happen.
You can add new versions of the document over top of previous versions - which solved our use case (but all other versions are still accessible if looking through the doc version history).
Re: Competency Framework
Hey @peter65516
Not knowing your sheet or data input process, I'm not sure if it would be necessary to move rows to another sheet (using built-in smartsheet automation) or if you could capture all the data in your current sheet. Each entry would be its own row, thus no trainer overwrites someone else's data.
A report can then gather the data per trainees and summarize the average. This report would be the source for your dashboard.
Would this work for you?
Kelly

Re: Numbering Parent Rows
Hey @Jeff Reisman ,
I found a Plan B to combine my new need and what you offered that I needed. Here are my formulas:
Auto Auto Numbering
Parent =IF(Helper@row = "Parent", Auto@row)
ID =IFERROR(RANKEQ(Parent@row, Parent:Parent, 1), "")
Helper - Last column to the very right, this is a Text field.
I hid the columns that are not relevant. I added the INDEX/MATCH formula to the Blue highlighted Cells in the Release column. This first screenshot is all formulas with exception of the final (Helper) column, which is in text and highlighted in Purple. The second sheet is my Release List. Rather than manually entering each Release into the first screenshot, the Release List lets me have a master list of releases, and the first sheet is updated completely by formula! Having that purple column in text is a small price to pay for the automation!

Re: Automation to change cell which has drop-down values does not work
Certain automations can not be triggered by a change to a cell which gets its value via a cell-link (formula pulling from another sheet.) I believe this includes the Change a Cell Value and the Record a Date automations.
Instead you may consider setting the value based on a time trigger. Set the trigger to be "When a Date is reached," select custom, and set it to run daily at a specific time (maybe end of the day or beginning of the day) to update your Current Status column to reflect the value in the Project Status column.
Re: How to Count the Number of times a Value Appears in a Column in Another Sheet
Hey @bhammond
Thanks for clarifying that it's multi-select! The quotes are looking for an exact match. If you need to look for one selection among others, try the HAS function to search for if that cell has a specific value along with others, like so:
=COUNTIFS({On-Site Event Request Range 3}, HAS(@cell, "Networking"))
Cheers,
Genevieve
