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Re: Count tasks due in the next 14 days with multiple status from another sheet
Hi @k.platt
This can be solved with a simple trick - counts two statuses separately and add them to get her:
=COUNTIFS({121 Task Status}, "Not Started", {121 Task Hierarchy}, "Child", {121 Finish Date}, <=TODAY(+14)) + COUNTIFS( {121 Task Status}, "In Progress", {121 Task Hierarchy}, "Child", {121 Finish Date}, <=TODAY(+14))
Let me know if this works?
Good Luck!
Re: Auto Delete rows
Hi,
@Genevieve P. , I found a neat way to auto-delete through data shuttle!!!!!!!!!!!!!!!
We have an archive sheet that has a heavy volume of stuff that keeps accumulating that we don't need -
I set up an data shuttle where the source is an empty excel attachment and targets this archive sheet and is set to "Replace all target sheet rows with the data from the input file"
I set this to run every day and it really deletes all the rows daily!!!
@Jake Gustafson @Genevieve P.- in your case you can set up another real_archive sheet and when the row number on your first archive sheet reaches a certain limit you can auto-move them to the real_archive sheet which has the data shuttle set up and auto-deletes!
@Automations 1 , I started using this for some other archive sheets
Re: How do I create a workflow to record a date in the future?
Greetings,
If you are trying to create a date 1 year in the future based on an approval date, I'm guessing you already have a column on your sheet for review date, correct?
If so, I would use a formula to calculate the review date in the column and not need a workflow. The formula would calculate the date 1 year in the future based on the request approved date. Using the column formula option would populate the formula to the entire column.
An example: =IFERROR(WORKDAY([Request Approved]@row, # of days in the future, holiday list if available), " ")
The formula will create a date in the future based on working days (excludes Saturday and Sunday). If you have a list of other holidays you can use that list in the formula.
Based on a start date of today there are aprox. 250 working days until next year. Your days may vary but wanted to provide a starting point.
I hope this helps.
Re: =INDEX MATCH .. formula
It sounds like an INDEX(MATCH will work for you, as long as the address is exactly the same in both sheets!
An INDEX(MATCH works like this:
=INDEX({Column with value to return}, MATCH([Value to match]@row, {Column with value to match}, 0))
You'll notice that the Match requires two values separated by a comma, instead of how you have a ) between the Address and {range}.
Your syntax is just a little off, try this:
=INDEX({sheet names Range 1}, MATCH(Address@row, {sheet names Range 4}, 0))
Let me know if this works for you!
Cheers,
Genevieve
Re: Automate data flow from Source to Target sheet (based on New & Edit criteria)
Hi @PKotha
I hope you're well and safe!
To add to Amit's excellent advice/answer.
Another option (depending on your structure and specifics) would be to only use cross-sheet formulas (VLOOKUP or INDEX/MATCH), so there is no need to copy the rows.
You'd use an auto number column in the source sheet and then add a so-called helper column in the destination sheet where you'd add the number manually, and we use that to connect the rows.
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: Automate data flow from Source to Target sheet (based on New & Edit criteria)
HI @PKotha
I should able to config what columns need to move target sheet.
Unfortunately, when you apply copy/move automation, all the columns are moved to the destination. Here is a workaround that I would propose.
- Create an automation which copies all the new rows (including all the columns) into the destination sheet.
- All the columns in the destination sheet, except the primary key should be hidden.
- Create new columns with same name as the hidden columns (with some variation as Smartsheet does not allow duplicate column names). You can limit the new columns to only those which you desire to be shown on the second sheet.
- In these columns, apply INDEX/MATCH formula to reference data from the source sheet based on the primary key.
I hope this helps.
Best Regards
Amit Wadhwani, Smartsheet CoE, Ignatiuz Software, Exton, PA
Re: Not allow checkbox to be 'yes' if another cell is blank?
Hello JB - I am not aware of way to restrict users from the entry, unless you want to lock the column and turn it into a formula, so that the box checks itself after certain criteria are met. If that's not possible, another idea is to set up an automation that sends an email if the box is checked prematurely.
Hoping this helps,
Scott
Re: Formula to update status on a parent row based on child row with OR statement
@JennV Why exactly do you have 3 = "Complete", 3 = "Cancelled"? If those are not part of the text within the cell then you would need to remove those bits.
Re: How to view duplicate tasks at once to help with task assignment?
The Easiest way I found to find duplicates is with a helper column that counts say a Task Description
Something as simple as =COUNTIF([Task]:[Task], =Task@row) will count the number of times the Exact Task Description is seen in the column.
So if it has "Inspect Chamfer on Collet" twice it would return 2. and hence you know it is a duplicate
Sometimes you need to split things out.
Ex: I have 13 projects all with a ship date. The problem is that they are loaded into our schedule as 4050 - Shipping, 4043 - Shipping, and 4042 - Shipping. These are unique and Smartsheet does not see the shipping Task as duplicates because it has the jobID in the Task
So when I created the sheet I created a Job number Column, a Task Column and then a Description Column
So I have something like this
JobID : 4050
Task : Shipping
Task Description : = [JobID]@row + " - " + [Task]@row which would result in "4050 - Shipping"
This way I can filter just on one job quickly and also just on shipping dates or colour code the shipping dates differently with a Conditional Format.
Re: Copy Row to Another Sheet
@Sabrina Beck you are correct. All of the above can be done except choosing which columns are copied to the second sheet. The whole row always gets copied. You can move all the columns from the first sheet that you don't want to the end of the second sheet and hide them. You can create new columns in your second sheet in any location and those columns will stay blank when the new rows are copied into the sheet.
In your first sheet, you could create a checkbox column [CopyToOtherSheet] (or whatever name you want). Then create a workflow automation that is triggered when this column is checked. Copy the row to sheet2.
Hope this works for you.