Best Of
Re: Why is my destination sheet not showing for copying a row in a workflow?
Thank you for confirming that you see the desired sheet!
Yes, the sheet picker was updated recently. The pop-up window is a window to Search in, versus immediately displaying sheets in your account. Here's the release note:
Cheers,
Genevieve
Genevieve P.
Sheet Templates
I'm new to the Smartsheet Planning group for our team so I'm coming in after years of them doing things a certain way. I'm trying to find a more efficient manner to manage updates to master sheets instead of rolling them out quarterly as we've been doing. Essentially every quarter we pull all feedback, make updates to the primary sheets we have, then the team uses the new version for any new projects going forward. This doesn't seem like the most efficient way to do this.
Right now we make multiple copies of a particular sheet and team members rename one of the copies for their project. The problem with this is if we find an error or an update we'd like to make to the master as we are working through our project, we can't push out updates to all sheets that are already being used. This means everyone is not potentially using the same version of the sheet.
I'm wondering if there is a way that if we need to make updates to the main sheet is there a way to get those updates to flow to all sheets being used. Would creating a template and people creating a sheet using the template work like this? Essentially making the sheets being used dynamic and up to date with all corrections/updates to the master template.
Re: WorkApps User Management
I know this is old but I have a suggestion. Those with Group Management permissions can create groups and add the groups to the WorkApp roles. Any System Admin can edit groups created by Group Admins. Still very limited, but at least its not limited to 1 person at a time.
Re: AVERAGEIF and Quarters
Hey @Amy Evans
The syntax smartsheet is expecting for an AverageIF is AVERAGEIF(range, criteria, [average_range]), where the first range is part of the range-criteria pair, and the last range is what needs to be averaged, if it is a different range than the first. Note an AverageIf will only support one criteria. If there are more criterion required to filter the data, one must swap to AVG(COLLECT). The AverageIf works for your case.
AVERAGEIF({PROD Release Date},@cell<=[Quarter Date End]@row, {Cycle Time Months})
Does this formula give you the expected result?
Kelly
Kelly Moore
Re: How to delete rows automatically
To automatically delete rows in an "archive/trash bin" sheet I do this. I use a standard "move" automation template to move the rows into a newly created "trash bin" sheet. Using Data Shuttle I do this:
- Create an Upload workflow.
- The source file will be a blank .xls or .csv with the identical structure as your regular data import file - but blanked out, no data.
- Configure the workflow for complete replace of the target sheet (the "delete bin" sheet).
- Schedule the new delete bin workflow frequency greater than the frequency of your data import. For example, if you upload your data every hour, then empty the trash bin every 15 or 30 minutes. I do this to reduce the chance that I could "overflow" the trash bin and halt the automation.
Re: Is it possible to duplicate blueprint of a control center program to another prgram?
Hello @jmyzk_cloudsmart_jp
While (I believe) you cannot do this directly in Control Center you can copy the parent row (which will copy all the underlying rows as well) of the Blueprint in the Config Sheet from Program 1 to Program 2. This will create the same Blueprint in Program 2. You may need/want to reposition this within the config Sheet so that the hierarchy is correct and it is in the order you want.
If you want to reference the same template folder this will be inherited in the Blueprint. If you want to use a different template folder than you can make that adjustment in Control Center or the Config Sheet (the Config Sheet can actually manage a lot of what you can do in Control Center, it's just easier to mess up so I'd be careful).
👨🏼💻 Dan Palenchar | School of Sheets Solutions Consulting (Smartsheet Aligned Gold Partner)
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Re: Embedding powerpoint file in a dashboard - can I restrict which slide(s) are accessible?
Actually, we found the solution!
embed the image and then look up the slide ID.
As long as the image (file) and slide ID are included, it will always open up to the same slide every time.
Re: How to change task bars of parent rows in the Gantt chart?
@Andrée Starå Ok, thanks! You know what's odd? The formatting will show up in reports. Check it out. This is sourced from the same Project Sheet I shared above.
Formula not working
Hello, I am trying to make a formula that will automate a symbol based on a text in another column. Below is my current formula that isn't working. Any help would be appreciated!
Designations I would like are: Complete = Green; Planned = Blue; In Progress = Yellow; ON HOLD or N/A = Red
=IF(ISBLANK([RegSci Review Status]@row), " ", IF([RegSci Review Status]@row = Complete, "Green", IF([RegSci Review Status]@row = Planned, "Blue", IF([RegSci Review Status]@row = ON HOLD OR N/A, "Red", IF([RegSci Review Status]@row = In Progress, "Yellow")))))
Re: Meet and Eat sessions - Chat with your peers over lunch!
I saw this post, and was bummed that it was only for Engage. I so wanted to go, but since I am a Contractor, my company won't send me, and I cannot afford to absorb the cost on my own. Maybe next year! And thanks for thinking about all of us that want to attend Engage, but simply can't. A Virtual version, or even recorded version would be fun.
Sherry Fox

