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Smartsheet JIRA Connector - Attachments
It would be really helpful if we could pull the attachments from a row on Smartsheet into a JIRA ticket.
We use Smartsheet as a frontend for our support requests and users often upload screenshots to allow us to assist with their request. We pull these issues into JIRA using the connector, but there is currently no way to grab the screenshots - as they are attachments on the row of data.
Will this feature be added soon?
Is there another way we could make this work?

Re: COUNTIFS Not Blank
<>
is the expression for "not equal to", so <>""
is read as "not equal to BLANK". If it does not matter what is in the cell, that is to say "any value", then the way to represent that is <>"".
The alternative is something specific or one of many possible values.
You can also use the combination of ISBLANK() and NOT() to evaluate if "any value" is in the cell. For example, ISBLANK([Column 2]@row) will check to see if the cell is blank. Enclosing that statement within NOT(), e.g, NOT(ISBLANK([Column 2]@row)), essentially means "[Column 2]@row is not blank".
You can nest functions within other functions so long as you abide by the function's syntax (structure).

Re: Using automation to update a date field
I'm curious if a solution has been created / discovered for this problem as well @Julio S.

Re: Annual Recurring Revenue (ARR) calculation between last year and this year.
I'm assuming you have a sheet that has three columns at least, one for Company Name, on for Total Revenue, and one for Close Date? And you have potentially the same company name showing up multiple times on the sheet, right?
If so then add a Text/Number column for Revenue Delta and use this formula using SUMIFS:
=SUMIFS([Total Revenue]:[Total Revenue], [Company Name]:[Company Name], [Company Name]@row, [Close Date]:[Close Date], YEAR(@cell) = YEAR(TODAY())) - SUMIFS([Total Revenue]:[Total Revenue], [Company Name]:[Company Name], [Company Name]@row, [Close Date]:[Close Date], YEAR(@cell) = YEAR(TODAY()) - 1)
Once you copy that formula into a cell and hit enter, right click the cell and choose Convert to Column Formula. That will apply it to every row in the sheet at all times, regardless of what's moved or changed with the rows.
Note that this gives you the delta between the totals for 2024 and totals for 2023 for each company name. If the company name repeats then it will show you the same amount on each repeated company name line. So if you're then reporting on these numbers, you'll want to Average them or otherwise filter to have only 1 row contributing to the final report.
Zoomed up:
For example on this sheet, the first row is Company A. The formula looks through the entire sheet, finds all amounts for Company A where the Close Date year is the current year. That total is $500.
Then it looks for the same Company A where the Close Date is last year and totals that amount. That total is $200.
Then it subtracts the two to arrive at $300. Which you see on both Company A lines.
Explanation:
This formula is two SUMIFS statements.
- The first SUMIFS finds the total revenue for all rows where the Company Name matches the name on the row, and the year of the Close Date is the same year as the year for TODAY().
- The second SUMIFS finds total revenue for all rows where the Company Name matches the name on the row, and the year of the Close Date is the same year as the year for TODAY(), minus 1 (the previous year). Then it subtracts this amount from the first SUMIFS.
- You'll see @cell is used in the formula, this is a Smartsheet function that you can use when you have one function (like YEAR) embedded in another function (like COUNTIFS) that is iterating over rows. It basically means… "for each row that you look at, check that the YEAR of the cell you're on is the same as the YEAR for today. Then go on to the next row and check the same thing".
- @cell is different than @row, which you also see. @row just means "the value of the named column on the row that I'm on". So for row 1, the formula says "look at Company Name on my current row (row 1), and get the value ("Company A")
Adjusting to work for all years
Right now the way you asked for it is to have current year minus last year. But if you have more years than that on the sheet, you could adjust this to show "Delta of Close Date year and prior year". That formula would be
=SUMIFS([Total Revenue]:[Total Revenue], [Company Name]:[Company Name], [Company Name]@row, [Close Date]:[Close Date], YEAR(@cell) = YEAR([Close Date]@row)) - SUMIFS([Total Revenue]:[Total Revenue], [Company Name]:[Company Name], [Company Name]@row, [Close Date]:[Close Date], YEAR(@cell) = YEAR([Close Date]@row) - 1)

Kanban board
Smartsheet is a very powerful tool that, with some changes, could be easily applied in agile team environments and thus compete more effectively with Jira or Azure Boards.
Features:
- Rename “lane” to “column,” as this concept is incorrect from the perspective of a Kanban board and how it is understood in this context.
- Add support for lanes (horizontal rows).
- Add support for WIP limits (maximum cards allowed per column or lane); for now, columns are sufficient.
- Introduce the concept of subcolumns. A column represents a state, such as “Build,” which in turn would require substates like “Doing” and “Done” (each should have its own subcolumn).
- These subcolumns should be measurable to retrieve some Kanban metrics, such as Flow Efficiency, which measures the time a card spends in “Doing” versus the total time.
- Each substate should include a description or something similar to define explicit policies that indicate when a card can move to the next column (and make this accessible on the board).
With these changes, Smartsheet could even compete with tools like SwiftKanban.

Re: Use a form to create a parent row with children rows underneath it
I would like to have the ability add a child row to a specific parent row in a form. Like maybe selecting the parent from a dropdown. Most of the time this will be after the parent has initially been created.

Parent Row; % Complete Roll Up
Hi I'm using a template and would like to use the % Complete column. How do I get the child tows with % complete to roll up to the parent and calculate the average % complete for the parent row based on child rows. Test example in second screenshot from another template.

Re: Disable License Request Features
Summary of this post:
- How SS "resolved" our product idea with 'provisional users'
- How the new reconciliation of provisional users puts an additional burden on sys admin's to perform a monthly or quarterly operation or see their account auto-billed for users they did not enable
- A list of newer feature requests as an alternative to this "resolution"
Hi All,
I just saw that as of 6:51 AM MST voting on this feature was closed, but the email didn't mention the feature release.
__________
Here is a copy/paste for anyone subscribed to the thread on how they "resolved" our need:
On Smartsheet's new subscription model there are no license request buttons for any of your shared users. The new provisional member status enables shared users to evaluate features they need before a System Admin decides whether to pay for ongoing access. For more information on migrating to the new model, please search for the keywords “User Subscription Model” in our Help Center.
_________
This new model seems to require sys admins on annual plans to "reconcile provisional users" within a 30 day period quarterly or get auto-billed. Monthly plans you'll need to do it every 30 days and have 7 days to execute on it.
Quote: "The reconciliation period occurs:
Approximately 30-35 days before the quarterly auto-bill date for annual customers
Seven days before the auto-bill date for monthly customers"
So basically smartsheet has migrated from a sys admin "repeatedly tell users no when they click the license request button" model to a "provisional users can be created by any other user. And if you don't reconcile these quarterly then we'll bill you from provisioning date" model
This is, by far, the most ridiculous and confusing licensing model I've ever seen.
Here are some of the new feature requests around this chaos:
I suppose what we need to do is centralize our voice to a single product enhancement, reach out to our account reps, and threaten to vote with our feet. New product requests don't seem to be working. And per glassdoor reviews, there has been quite a shake-up at Smartsheet during the acquisition period.

Re: A guide to managing Provisional Users
This is also a real challenge for us. I have people changing things in structured / standardized sheets - just because they can now. They have no idea how Smartsheet works and the impact a simple change can make to reports and dashboards. All of our licensed users go through training and understand our companies approach to using Smartsheet. Now I have a whole group of people that used to simply work within Smartsheet and did not create or change things that now have that capability.
Smartsheet needs to resolve this issue.

Re: A guide to managing Provisional Users
I am having the same issue. We were added to the new USM last week and I've been trying to clean up all of the provisional members that were shared to a sheet and not actually set up by Admins. They keep showing back up the next day. The document link you provided doesn't say anything about removing users, just changing the role.
I'm in full agreement with Jason on the fact that we don't want everyone having the capability of creating sheets and why the Editor option was ideal for this.
