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Re: The import csv contact list does not seem to be working, is there an issue?

Hey all,

Thanks for posting your solutions as you're getting it to work for your specific computer types! In general, the column headers of:

First Name 
Last Name 
Email Address

Should work, or if not, try this alternative:

Email Address 
Name

Yes, these are case-sensitive, so make sure that there are no extra spaces or capitalizations etc. Another thing to note is the content of the Emails or Names as well - ensure there are no special characters (such as &) as that can block the bulk-upload from working correctly.

If neither of these headers or formats have worked for you, and you can confirm that the Names and Emails contain all regular characters (except . and @), then please reach out to the Support team with the following information:

Computer type
Browser types tested
Headers tested (screen captures)
A copy of the CSV file with the emails (to check for odd characters)
and if possible, a HAR file as well (see here).

Thanks,

Genevieve

Genevieve P.

1 ·

Re: How do I add a series on numbers that is stored as a string in a cell? e.g. "20+10+10+40"

Could you put the original string inside a SUBSTITUTE() function that replaces “+” with “,” and then SUM the resulting string?

Adrian Mandile CHESS

1 ·

Re: Copying Workflows between Sheets

Any word on when this will be available? I have multiple sheets that do extremely similar things and need to be able to not spend hours recreating the exact same thing across multiple sheets.

Matt_C

3 ·

Re: extra characters returned when no needed

Try this one instead. I wasn't sure if you would ever have only the first name or last fields populated, so this accounts for that possibility as well. If they are both blank, the cell will be blank. That should eliminate the extra comma issue.

=IF(AND([Last Name]@row <> "", [First Name]@row <> ""), [Last Name]@row + "," + [First Name]@row, IF([Last Name]@row <> "", [Last Name]@row, IF([First Name]@row <> "", [First Name]@row, "")))

Carson Penticuff

1 ·

Re: Get Email from Contact Name

Would love to hear Smartsheet's reasons for not resolving this simple problem. It has been requested for years.

KarinR

2 ·

Re: Text to Date

@Meredith Rhodes This is actually a bit different from yours.

We do pull the RIGHT 4 for the year, but then we use a LEFT function to pull the left characters with the FIND telling us where to STOP for the month number.

Your formula has a few misplaced parenthesis, but even then we would have a few issues because it is looking for a day value.

What we did above in the working one is essentially

=IFERROR(DATE(yyyy, mm + 1, 1), DATE(yyyy + 1, 1, 1)) - 1

We use a DATE function and add 1 to the month number. Of course this will error out for December dates because there is no month 13. So we use an IFERROR to bump it to January of the following year. Both DATE functions will output the first of the next month so that when we subtract 1, we automatically have the 28th, 29th, 30th, or 31st as needed.

To add a year to the output, we would add one year to both DATE functions.

=IFERROR(DATE(yyyy + 1, mm + 1, 1), DATE(yyyy + 2, 1, 1)) - 1

Paul Newcome

1 ·

Typo in the "join the conversation" button

Hi @Arsineh ,

I just tried to join the conversation on STEM education but nothing happens when I press the "join the conversation button"

I just checked that the the button directs to: "hhttps://community.smartsheet.com/discussion/111443/join-the-conversation-on-stem-education-and-help-nurture-the-next-generation-of-visionaries/p1"

there is too much h at the beginning :)

Regards,

Tomasz

kowal

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Re: How are you documenting your processes and workflows for training/reference?

We subscribe to Tango and LOVE IT! Its a plug in on my browser so whenever I want to document the steps for a process, I just click the button and it starts documenting each step as I do the actual work. Then you close out of it and it saves it so you can make edits to it and add verbiage for each step, etc.

Here is an example of what it does:

https://app.tango.us/app/workflow/Smartsheet---Creating-a-Workspace-in-Smartsheet-f2e6161a184145ffa0082112fe008408

rshoniber

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Re: How are you documenting your processes and workflows for training/reference?

Hi Kristen,

Currently we are using Smartsheet & Visio to document our Smartsheet Solutions. Something we are discussing after attending Smartsheet Engage23 is utilizing the sheet summary to outline and document the technical specifications of our sheet.

Another option we are looking at is creating a Solution Setup Dashboard. This will contain all the information surrounding the solution. I am attaching an image of one I am currently designing to give you an idea. Depending where we decide to store the Setup Dashboard (in the solution workspace or in our Smartsheet Solutions Workspace will depend on if a link to the workspace is included.

Marlana K.

4 ·

Re: recurring annual reminder - contract renewal

@Dhoke you can use that automation for the column you want to run it in. Just build a formula for the date in that column. For instance, if you have an Initial Date column and a Run Date column being the execution. You can put the following formula in the Run Date

=DATE(YEAR(TODAY()), MONTH([Initial Date]@row), DAY([Initial Date]@row))

Eric Law

1 ·