Best Of
Re: Countifs using TODAY()
Hi Sabrina,
Looks like there are two issues with this current formula. It's short one parenthesis at the end of the formula and the and function is incorrect. Try this!
=COUNTIFS(AND({LMS Lead},”Sabrina McDonald”, {Project End Date}>=TODAY()))
Here's a resource on the AND function, both of the values that need to be true for the formula to work need to both be in the and function. It's contradictory to how you would think it would work if you are writing a sentence but makes sense if you think of it as its own function.
Also just a note on the Today function, that function only updates today's date when you go into the sheet and save it or make changes. So a tip I got at Engage would be for you to set up an automated workflow to update a column with the date that you can reference instead (you can hide this row). That way the information you are looking for will always be up to date with today's current date if you want this to stay up to date in the background when you aren't using the sheet. Here's a screenshot of what that Automation could look like,
So if you were to use this way of recording the date within a [Today's Date] Column or TODAY column your formula would look like this.
=COUNTIFS(AND({LMS Lead},”Sabrina McDonald”, {Project End Date}>=[Today's Date]))
Matthew L
Re: Filter rows under parent row?
Hi Christian!
I'm interested to see what others have to say but AFAIK you cannot automate any kind of row movement within a sheet, other than having new rows be added to either the top or the bottom. Even if you move a row to another sheet and back again, it would still just populate at the top or the bottom.
You could have new rows come in at the top and they would be outside of your hierarchy system altogether as their own parent rows... you could have prioritization decided for you based on formulas or have the form submitter elect a priority from a drop down and then move the row under the appropriate parent manually after the fact.
Or find new ways to organize your prioritizations... You could sort by priority instead of dropping them into hierarchy. For example in the dropdown menu scenario you sort off of that column. The issue here is Smartsheet will not continually or automatically sort. You would need to re-sort whenever rows are added.
You could add filters to your sheet, one for each priority designation, and cycle through them.
You could create a report off of this sheet that "groups" the different items based on their priority. You can work in reports and any changes made are reflected in the actual sheet as well.
You could use conditional formatting to highlight rows a certain color based on the priority.
None of these options really solve your problem directly but hopefully it gives you some ideas.
Cheers
Josh Reed
Re: Mobile-friendly Email Alerts
I hope you're well and safe!
Unfortunately, it's not possible to change it because it adapts to the screen size, but you can click on it to see it larger, it's an excellent idea to have more options on how it's displayed.
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
Adding Dynamic Views to WorkApps just got easier!
Hi Community,
We are very excited to announce that Licensed Dynamic View users now have a new and more intuitive way to add Dynamic Views to your WorkApps. Dynamic Views can now be added to a WorkApp directly from the “Add pages” menu. You will now see a new content type in your WorkApps left-hand menu with the Dynamic View logo to add new pages in WorkApps.
In addition to seeing all of your Dynamic Views in one place, you can search, sort, filter, and preview your Dynamic Views to easily find what you are looking for. You can also select one or more Dynamic Views to add to your WorkApp and jump directly into the Dynamic View if you want to change permissions. Additionally you will see a new Dynamic View content type in WorkApps with the new Dynamic View logo for those pages in WorkApps.
Please find the Help article here.
Note: We have performed a one-time conversion of all existing Dynamic Views in all WorkApps to the new Dynamic View page type for a consistent experience moving forward.
You can also stay informed by Subscribe to receive product release updates for curated news of recently released product capabilities and enhancements for the platform of your choosing, delivered to your inbox. As new releases occur, you will receive a weekly email with news of what's released every Tuesday.
Cheers,
John Hieger
John Hieger
Dynamic View Tricks for Common Painpoints
I've been using Smartsheet's Dynamic View to streamline and automate workflows in my organization, which has led to stakeholder onboarding that has scaled to a large group of external users.
There are common complaints that have surfaced from both new and existing users, which makes me curious about workarounds the community may have found to improve user experience for this tool. Below are a few that have popped up repeatedly along with the suggestions I've made so far (if any). I'm also interested to hear about any browser plugins they could use to improve Smartsheet's UX (must be client side as third party tools like Zapier aren't infosec approved on my end).
1) Inability to Freeze Panes: This is a big one, many users are accustomed to keeping key record data visible as they navigate through large tables and they lose their place when scrolling too far horizontally. I've had feedback of users logging in to export our data into Excel for this reason, then only coming back if any actions are required
Current Advice:
*Use "Shift+Scroll Wheel" to quickly jump back/forth horizontally while keeping the mouse fixed so they don't lose their place
*Grouping key data into a helper column, which is then displayed as a read-only field in the details pane of the DV
*Opening the same view in two separate browser windows stacked side by side. This sounds a bit clunky when/if vertical scrolling is needed, but a Chrome extension was recommended to facilitate this
2) Browser Search Not Working: users attempt to search a record through Ctrl+F or Ctrl+G but this only returns what's visible on screen and/or does not allow 'jumping' to search results. While DV contains a 'filter' feature, some users need to quickly find individual records by their unique ID which becomes time consuming when dealing with voluminous data (4k+ records depending on case)
Current Advice:
*Export to CSV and open in Excel, though this leads to users questioning the general value of the new DV solution
*Creating Dynamic Views that are pre-filtered for the needs of individual stakeholders, though this is not scalable and limited by the count of available views in our plan
3) Lack of Parent/Child Hierarchies: limiting record count is possible with reports and Smartsheet Core through collapsible hierarchies of records belonging to the same parent category or project. When viewed in DV, these relationships and their structure are lost
Current Advice:
*Including repeated but shared fields for records through helper columns in DV that users can filter by, though this leads to what users feel is a raw database rather than a project management tool
4) Loss of Coloring for Selected Rows: when a row is selected in DV, it will highlight in blue to confirm the selection. If the sheet has any existing color formatting, the visual cue to confirm its selection is no longer visible
Current Advice:
*Recommend users to temporarily disable all color formatting in their DV when selecting a record, though this degrades their experience when relying on the existing visual cues
5) Email Notifications Don't Link to Dynamic Views: stakeholders receive automated notifications from Smartsheet that link back to the source sheet of their Dynamic View, which they don't have access to
Current Advice:
*Use generic email message notifications without a link back to or mention of the records of interest
6) Linking Records Between Smartsheet Assets: if a user would like to drill down or navigate outside of their DV to a read-only Sheet or Report, they must figure out where this record can be found and if successful, must look for it again
*I'm stumped here, though I'm suspecting this is due to my lack of personal knowledge. This complaint has surfaced for our Smartsheet solutions in general and I can't imagine a publicly available project management system without it
I think this covers all of the main issues I've encountered so far! I'm looking forward to hearing from anyone in the community on advice or tricks to mitigate the aforementioned
gwenjo
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.
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?
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
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