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Re: Is there a way to format groups in a report?
Hi @whatasave91
I hope you're well and safe!
Unfortunately, it's not possible now, but it's an excellent idea!
For the second question, you could export it to an Excel sheet and then import it again to a separate sheet or add a so-called helper sheet that could show what you show in the report.
Make sense?
Would any of those options work/help?
I hope that helps!
Be safe, and have a fantastic week!
Best,
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
✅Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up, Awesome, or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!
Andrée Starå
Re: Data Shuttle not pulling in new rows from source sheet
First, thank you for being so thorough in your post with screenshots. This is odd bevior so we can try some non conventional solutions. First I would try duplicating your data shuttle workflow and point it to a new sheet to see if those rows are still missing. I would also go into Box and see if the file ID has changed since Data Shuttle looks at the ID, not the file name. You could also temp. Stop your shcedule Nd just force run the workflow to see if anything changes. One other oddity- if people are in your source file in box as Data Shuttle is trying to run, ive seen intermittent success with the workflow. If none of those work, im sure another community member has an idea, but id open a support ticket and if you have pro desk, maybe schedule a session?.
Tim C
Re: Data Shuttle - Update Dropdowns - Contact List
I was getting very frustrated trying to do this. I have a workaround that gives me more "friendly" names along with email addresses, which is helpful as my dataset contains a lot of people with potentially confusingly similar email addresses.
EDIT: NOTE: This does NOT seem to work to allow multi-select fields to be populated on forms or Update requests, but the fields will hold multi-select values that can be completed in Dynamic View and directly in the sheet.
Step 1: Set up your source file to contain three columns:
Name | Email | Name and email formula | Contact
The "name and email" should be populated in Excel like this:
=a2&"<"&b2&">" (and then fill to the bottom of the dataset)
or in a Smartsheet column formula like this:
=Name@row + " <" + Email@row + ">"
Step 2: Set up your destination Sheet to have at least one Contact List column.
Step 3: Use DataShuttle (offload then upload) to map and populate those column dropdowns (I have several sheets with multiple contact lists).
Step 4: Edit Column Properties for each column, convert it to a Dropdown list column type, hit OK, then edit the Column Properties again and convert it back to Contact List then click OK. DO NOT SAVE THE SHEET BETWEEN THESE SUB-STEPS. Make sure to select "Allow multiple contacts per cell" if you have existing data you want to keep and/or if you are using multiple contacts per cell.
I hope this helps someone else out there. Of course, make backups before you try this.
amhba
Re: My Tasks report please help me troubleshoot!
You say you've shared a report to people who DO NOT have access to the underlying sheet?
If that is the case, then I would say I experience this all the time and agree with you; however, I have not really found any great solutions for this, yet.
Depending on the size of the sheet, you could create a separate sheet and do a mass cell linking and then create your report from the new sheet that only has the links. This is a bit cumbersome, but it does shield your actual sheet a bit, if that is your concern.
The short path is just grant access to the underlying sheet.
The point of the report, apparently, is not to limit permissions, but to change the format of the data. If add on modules are an option that you could consider, you may want to take a look at Dynamic View.
Good luck,
Todd M Keller
Re: How to trigger dropdown to populate projected completed date based on specific complexity?
Try this:
=IF(Complexity@row = "Low Complexity", [Record Date: Complexity]@row + 2, IF(Complexity@row = "Medium Complexity", [Record Date: Complexity]@row + 5, IF(Complexity@row = "Most Complex", [Record Date: Complexity]@row + 10)))
Let me know if this works for you!
Kelly P.
Re: How to trigger dropdown to populate projected completed date based on specific complexity?
You could add a column ("Record Date: Complexity"), then set up an automation to fill that column with the date that "Complexity" is changed to one of the dropdown values, and finally put a formula in "Projected Complexity Completion" that adds the correct number of days to the date in the "Record Date: Complexity" column according to your criteria. Does that make sense?
Kelly P.
Re: VLookup with 2 different criteria
Hello @Rsparks
I see you're using an IFERROR(), if this is because you are getting a #NO MATCH in this case you can add a second INDEX(MATCH()) as your 'value if false' that is formulated in a way to get the other value. This is what I have done for situations where I am trying to pull in 2 options. The first INDEX(MATCH()) looks for the first option and if it errors out the second kicks in.
👨🏼💻 Dan Palenchar | School of Sheets Solutions Consulting (Smartsheet Aligned Gold Partner)
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Re: Smartsheet Form & File Attachment
@Syd - okay, I attached a word doc to this comment that explains it step by step. Basically, I have my Google Chrome browser laid out to ask me anytime I download a file, where I want the file saved. Some automatically default it to a certain folder, and sometimes it just is defaulted automatically to a downloads folder... I'd check that as well, or even check the downloads folder to verify. Sometimes, it may download and send it to a folder that you may not know its sending to.
Let me know if this helps at all!
Re: Automation - How to Send One Email Notification for Each Changed Row
I hope you're well and safe!
There's a short time until Smartsheet sends the Alert, and if there are more Alerts, it will group them, except when using the Placeholder feature.
If you use/add the Placeholder feature, you could probably edit five rows and then save, and it should work just fine.
Would that work/help?
I hope that helps!
Be safe and have a fantastic week!
Best,
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
✅Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!
Andrée Starå
Re: Single Row Timeline
Related request on the topic timeline views: It would be great to have a timeline view that placed activities in the highest available row to minimize dead space. This would be great for reporting to senior leadership. Example below:
joepickett