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Re: Issue With Smart Sheets Forms Automation, and Data not Being Recorded in the Right Row!
What’s Going On:
Smartsheet forms always add new submissions as new rows at the bottom of the sheet. They do not overwrite or populate existing rows, even if those rows contain matching email addresses or other identifiers. That’s why your responses are appearing one row after your contact list or at the bottom of the sheet—it’s working as designed, but not in the way you expected.
Possible Solutions:
- Use Update Requests Instead of Forms:
- If you want specific people (from your email list) to fill out information in their corresponding rows, consider using Update Requests instead of a form.
- This allows you to send a request tied to a specific row, and when the recipient fills it out, it updates that exact row.
- Automate Row Matching Post-Submission:
- Let the form submissions go to new rows, then use formulas or automation to match the submitted email to your contact list and move or copy the data to the correct row.
- You can use a helper column with a formula like
MATCH([Email]@row, [Contact List]:[Contact List], 0)to find the correct row index.
- Use a Helper Sheet:
- Have the form feed into a separate sheet, and then use cell linking or cross-sheet formulas to pull the data into the correct rows in your main sheet.
- Automation with Conditions:
- If you're using automations to send alerts or reminders, make sure they’re triggered based on the new rows added by the form, not the pre-filled contact list rows.
I hope this points you in the right direction!
Re: Collections vs Work Apps
Hello @RamaniK
I read with interest all the proposed upgrades for Collections.
I'm keen to understand when "Report sharing - Adding a report to a Collection will not require you to share the underlying sheet for the report to populate. You will be able to control the exposure of information only to those who need to see it" will be made available. This functionality will allow us to commence using Collections with our external clients, limiting information to what they need to see rather than an entire Sheet.
Regards,
Richard.
Richard Heath
How do I remove or change the 'via Smartsheet' sent through automated emails?
I am sending an email to a third party and need it to appear direct from the company. The via SmartSheet may seem like a confusing addition when they've been conversing directly with company.
UPPERCASE text on entire sheet without formulas
Having to have helper columns for every column in a sheet with formulas to change all text to UPPERCASE that is input through a form from other people makes my very large sheet ridiculously and needlessly larger - and then there is the problem of data shuttle which does not shuttle columns that contain formulas, so you just have to do the whole thing over again on the new sheet — its horrendously bulky and time consuming and makes your sheet very confusing if you have dozens of columns even before adding helper columns.
Please add a feature so you can change the text of an entire sheet to uppercase without a formula, or without paying for an extension. Paying 200 cad a year just to have uppercase is a bit of an insult.
Re: Assign multiple placeholders or a combination of named people and placeholders to a row
Came here to specifically request this! Its a pain to have to break down named resources on one row for a task and then a separate line for each placeholder. We need to use placeholders for future resource planning - where we know we need a resource but not sure whom. e.g. for a business wide UAT activity that means creating a separate line for each business unit (placeholder).
Run Config Window for Data Shuttle
When you run a DataMesh, a window Run Config window appears that shows the number of rows that will be impacted for different types of things (i.e., New Rows). It would be helpful to have this for Data Shuttle as well. On more than one occasion the unique identifier mapping unexpectedly un-maps, and all the rows are deleted with the shuttle. A Run Config pop-up would allow us to catch that something is wrong before all the data is gone. Thank you.
Re: Weighted Check box's
Thank you this worked out great. i also Added the Automation and Locked Rows great Idea
Re: Multiple Auto Number Columns in one sheet
I was looking for how to create a second auto numbered column when I found this. I need a RequestID and then later assign it a ProjectID when the request is approved.
Sheet Properties / Metadata - Column Count
Rows are numbered but columns are not. There should be sheet metadata available thru File / Properties that tells the user how many columns are in the sheet. This would be helpful for solution developers to know if they're approaching the 400-column limit without the tedious and error-prone task of counting them manually. It could also be informative to users without Admin permissions to the sheet - there may be hidden columns they otherwise wouldn't be aware of.
Pat Canning
Re: Unhide specific columns on a sheet
I would love the be able to unhide 1 column and not all columns. Maybe from a dropdown list of columns that are hidden. I know you can stretch the columns but that doesn't always work and if you have multiple columns hiding in a row it is very frustrating to find what you are looking for.