Best Of
Re: Saving a "Form" for later use without submitting as of yet
I discovered on a mobile device you can save a draft form and come back to complete later. This should be the same with the desktop or online version. Having the ability to save allows for more complex uses of the Forms function.
BKsmartsheet
Certified Smartsheet Developer-Richmond, VA
ABOUT THE ROLE |
|---|
Project (if Known): Seeking a Smartsheet Developer to design |
Scope of Work: |
1. Customize |
2. Design and build Smartsheet solutions |
3. Implement and maintain automated Smartsheet workflows using Smartsheet automation to improve efficiency and automation |
4. Create alerts |
5. Utilize Smartsheet API to connect with external systems such as Okta |
6. Work with third-party tools such as Power Automate and PowerBI for reporting and data utilization |
7. Support and maintain following Smartsheet projects |
a. Procurement request workflow and dashboard |
b. Budget request workflow & Dashboard |
c. Agency Executive Project plan and dashboard |
d. Agency hiring request |
e. Telework Form |
f. Legislative implementation Dashboard |
g. HR recruitment dashboard |
h. Travel and Training request form |
8. Maintain Smartsheet System Security plan and serve as the primary contact for Smartsheet security initiatives and ensure compliance with data security and organizational policies |
9. Server as Smartsheet Administrator including user access and identity management and maintaining Smartsheet licenses |
10. Act as the primary point of contact for troubleshooting and resolving Smartsheet-related issues. |
11. Work closely with business teams |
12. Develop documentation |
13. Work with CIO and team to provide needed assistance and support for all Smartsheet initiatives |
MMahesh
Re: Return Value if Between Dates
Hi Melissa,
For a Sheet Summary field try the formula below:
=COUNTIFS(Stage:Stage, "Completed", Date:Date, >DATE(2021, 1, 1), Date:Date, <DATE(2021, 12, 31))
Jasmine
Re: Highlighting duplicates
Hi @Tjmarget ,
The reason you're getting the #CIRCULAR REFERENCE error is because you are asking the formula to output data in the same column where it is looking for input. If you use the same formula:
=IF(COUNTIFS([Les Olson ID]:[Les Olson ID], [Les Olson ID]@row) > 1, 1)
in a separate helper column, convert it to a column formula and it should output a 1 whenever there is a duplicate. You can also use the same formula in a checkbox type column if that would better suit your purposes.
Once the formula is set up in the helper column, add a new conditional formatting rule. Depending on your column type, use one of the following:
- If Helper Column is 'checked', apply [highlight color] to the Les Olson ID column
or
- If Helper Column is equal to 1, apply [highlight color] to the Les Olson ID column
Once this is set up, you can right click on the helper column and hide it. The only thing you will see now is the highlighted duplicates.
Hope this helps! 😄
Andy_B
Re: Attachment at the end of generated documents
for RFI, Punch List, Expense Documentation, etc. this is a must have. Since images can only be added to forms as attachments, we should be able to insert images from attachments to document builder.
I’d be ok with having a column in the middle. We can view latest comment as a cell, why not attachment?
agb
Global WorkApp Access Management
Currently, project workapp access in Smartsheet Control Center is limited to the users specified in the workapp roles during project creation. This creates inefficiencies when new team members need access, as they must be added manually to every project workapp.
It would be nice if we could do either one of these:
1. Allow custom/advanced (group) assignment to workapp roles in the blueprint setup
2. Allow us to add users or groups to existing workapp roles in the blueprint workapp, which then globally updates all project workapps. Currently, we are allowed to add blueprint roles but not adding users/groups to that role.
Thank you.
Peter Jan
Re: FEEDBACK REQUESTED - Share Your Forms Use Case
I want the ability to create a form in my 'test' copy of the Smartsheet and then to transfer it to the 'production' copy when I have it dialed in.
virgh
Re: Canada in Form Phone Validation
Please make the Canadian flag visible on live forms so we don't have to add an explanation about it to our Canadian Members.
JennTaylor
Return Row ID / Row link in cell?
Hi all,
Looking to leverage a function that clearly exists in Smartsheet, but doesn't appear to be a user-side feature:
Application:
I have a report with two sources. Essentially one is an intake log generating new 'Change Request' UIDs, whereas the second source is approved requests which are given 'Change Order' UIDs. I have an index(collect()) column formula in both sheets that allows us to cross-reference the UIDs.
Problem with current state:
Currently the UIDs are hyperlinks where they are the source sheet, but text only for the index(collect()) reference. Users have to find the order, see the UID for the request, then go navigate to the request in the report, then follow that hyperlink to the source sheet, or manually look this up directly in the source sheet.
Returning a hyperlink for the indirect reference would streamline navigation considerably since we're dealing with a high volume of records.
Request:
Address to the row link or row ID property via some formula / function in a cell so that cell value can be displayed via index(collect()) in locations where this row is relevant, but indirect.
Feels like this should just be a standard shell function =@rowID or =@rowlink
Evidence:
In properties, each row in a sheet has a unique Row ID and Row Link.
When I run a report, the native 'Sheet Name' column displays a hyperlink that is not only to the source sheet, but directly to the sheet row from which the report is pulling. I assume this is addressing to the Row Link.
I've seen some threads suggesting to manually copy the row link to a cell on that row, which would technically work, but is absolutely not scalable or automated and therefore a no-go.
Thanks in advance for any ideas / suggestions!
Rob W.
Include Comments Tick Box in Card View Settings
Would it be possible to add a show/hide option for comments in the card view settings?
While I appreciate the customization options for displaying information, having the ability to remove the comment icon would enhance visibility by freeing up valuable space in the lane. This small change would improve the aesthetics and effectiveness of displaying a large project.
Laura Ablasser