Best Of
Re: Bring Back the Outlook Add-In - Please upvote this!
This has to be top strategic priority for Smartsheet.
fdmcghee
Restore Workload View Access for Licensed Users After Enabling Resource Management
Request: Allow Smartsheet licensed users to retain basic workload view access after RM is enabled - without requiring an RM license. Restoring access improves user experience and avoids additional costs for previously available features. It also encourages wider adoption of RM.
Our customer submitted the Support Case regarding this: Case # 08258696
The issue on the client’s side was that after enabling Smartsheet Resource Management (RM), licensed users lost access to the standard workload view unless they were assigned a full RM license. Meanwhile, unmanaged users can still view their allocations without a license. In this case:
- Licensed users can no longer access the functionality they had before RM was enabled.
- This requires customers to purchase additional RM licenses just to maintain previous capabilities, but we do not see where it is explicitly documented as a Smartsheet Product feature or was not communicated to the customer at the time of their RM purchase.
- It’s perceived as illogical and unfair, creating frustration and reducing trust in the product.
There should be either a description and training that this functionality is lost when the RM is purchased, or the functionality should not disappear.
Best Regards,
Kate Orendochka
Kate Orendochka
Smartsheet Clippy?
Has Smartsheet considered a "Clippy" style assistant in the UI like Supabase's "ClippyGPT" and some of the large companies have done? I personally don't use the Smartsheet AI because it's far faster to look up a solution in community instead of try to write a prompt that will generate a formula and offer very little feedback on the quality of my input. An agent that understands Smartsheet's documentation and communities and could be interacted with via chat would be a very powerful tool both for onboarding new users and for power users looking to build complex systems quickly.
Jacob Minnich
Re: Parent-Child Count distinct children under a specific date and type parent
Sorry - pasting into this forum can break the comment.
What I don't understand from the question, and have not done is consider whether you want to count children and grandchildren, what you want to use for distinct, or what you mean by conditions of parents. This formula looks at the values in the child rows against the fixed values - blue and 2025 and counts all children but not grandchildren and does not exclude any duplicates. Hopefully that can get you started. If you need more, just ask.
Have fun!
KPH
Re: Pull data from a sheet to another with multiple columns
Hi @KeeMA
Assuming the other columns are truly blank, you could add a helper column to join them together and then INDEX/MATCH (more efficient) or VLOOKUP to pull the data from that column using your primary column as your reference value. The blanks would just be nothing added to the helper column, leaving you with the customer lot # from the one column with a value in it.
Your formula for your helper column would be as follows:
=JOIN([Customer Lot # HTOL]@row, [Customer Lot # PTC]@row, [Customer Lot # bHAST]@row, [Customer Lot # ELFR]@row, [Customer Lot # ORM]@row)
INDEX/MATCH formula would be as follows:
=INDEX({Helper column},MATCH([Product Name]@row,{Product Name column}))
AdamSYNH
Re: Activity Log should reflect all changes made to a sheet (in detail) including Workflows
Please vote in the idea for this activity log of notifications so Smartsheet considers as a feature in future releases: https://community.smartsheet.com/discussion/138996/audit-trail-all-emails-that-are-sent-out-using-automations/p1?new=1
fcooke
Re: Making a new sheet after the most recent update
You are helpful. The change, not so much. Thank you anyway.
Bill Raymond
Re: using NOT
sss @michellelkirkland A couple issues with the formula that jump out.
You have the Tracker Range 3 right after the Tracker Range 2, that is not the correct syntax. You need to use the criterion for each range right after the range.
Also for the not function you would just say:
not(@cell = "closed")
Darren Mullen
Re: OFFSET() function
I did a quick search to see if there was another feature request for the offset function, and I was surprised to find that there wasn't.
I think this is a great idea!
SSFeatures
Re: New Membership versus License Model
Another fail by Smartsheet. I work for a small non-profit and our budget is tight. I just realized that this change tripled my licensed user number. This is underhanded and dirty. To remove these licenses it now requires 30-day notice and you can only do it at this website:
Horrible customer service and while the product is a good product, between this and the inability to save in the Sheets folder, it seems to be moving toward an unusable product. Now I will have to monitor the tune-up member list on a weekly basis or get caught spending more money than budgeted. So basically now everyone without a licenses has to be a viewer unlike before they could be an editor. Ridiculous and disappointing.
PLD