Best Of
Why won't certain columns appear when I try to group them in a report
Hi all I am trying to group the report by certain columns only when I go in to add columns they do not appear. The specific ones not showing up are the "Assigned To", Objective" and Quarter Columns. Anyone have ideas on how this can be resolved. Thank you.
jordan_manor
Re: report not showing all columns from a sheet
I'm having a similar issue, but there is only one sheet, and the column I'm trying to pull is not my primary column. I did see it previously, but created a new report, and it's no longer an option.
The column is an email address, column type Contact list. When I was able to see it, I could select the column, but "has all of" wasn't an option in the Summarize dropdown. I need that so I can restrict visibility to the current user. Do you know why it wouldn't show up?
Thanks!
Stephanie B.
Highlighting results from a search for easier and faster visual process
The search function is hard to see when searching a smartsheet database. It only outlines the cell with a light blue border. This is a request to allow users to have search results highlighted in a color of choice for easier and faster experience when conducting key word searching in large databases.
anna1234
Automation Request: move rows to the bottom of the same sheet
Please allow smartsheets to move a row to the bottom of the page when you click the check mark. Like a todo list. When you click the check mark it moves the row to the bottom of the list and the incomplete items are left at the top of the list.
CandiceM.
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