Best Of
Re: Generate Documents - Using Forms
@EvanFireLifeSafety Sure, you can have multiple PDF templates associated with a sheet. You can then either choose to generate manually and choose the template you want, or have automations trigger that will generate a PDF and choose the template you want based on conditional paths in the automated workflow.
Darren Mullen
Re: Trouble with COUNTIFS Formula
Hi @kkinman, try this formula:
=COUNTIFS(Column:Column, <> "", Date:Date, @cell >= TODAY(-90))
This uses one range "Column:Column" and checks if it is NOT EQUAL TO "" (which is the empty text).
Then it checks a range of dates and checks if the value is within the most recent 90 days.
I hope this helps!
SSFeatures
How saved filters work
I'm requesting that the parameters of a saved filter not be updated when I use that saved filter, add some more filters to dive into the data more, update some data fields, then click save. Intuitively to me that "save" should have just stored the data updates and shouldn't have updated the parameters of the saved filter. After creating a filter, it seems intuitive to me that the only way to update its parameters is to click the filter dropdown, hover over the saved filter, and edit it (pencil icon).
If I'm using the system wrong or if there's a better way, I'm of course open to hear about that.
Paul Tibbits
Provide ability to select position of new Profile Data added via Global Update
There currently isn't a way to select the position for new Profile Data in the Control Center when adding the data using Global Update. Right now it adds it to the bottom row of the Summary section. This doesn't always make sense for the sheet.
SRMAdmin
Re: Open Discussion: Formula to Populate Multiple Contacts in a Single Cell?
After adding your vote to make it part of the core product, please feel free to check out this thread if you have access to either of the premium add-ons Data Mesh or Data Shuttle:
Paul Newcome
Add Workspace ID / Name to Sharing Report
The Workspace Sharing reports currently generate with the default names of "Workspace Sharing Permissions" and "Workspace Sheet Access" for every workspace. The reports themselves do not contain the name or ID of the workspace either. As a result, if you generate the report for more than one workspace, you cannot distinguish between the files except by comparing the contents of the workspaces themselves. This somewhat defeats the purpose of having a report, since the goal is to have a record where you don't have to go look yourself.
In our specific case, we are trying to use the reports as a part of routine audit to show that sharing aligns with what was formally approved. It would greatly help if the report had some traceability to the reported workspace.
Would it be possible to have the Workspace Name (and/or ID) be included as a header line or a column within the report? It would also be helpful if the Workspace Name (or ID) was included in the filename, distinguishing between them before opening the file.
_Ernest_
Re: Are New Folders No Longer Allowed In Sheets Directory
I never knew this was happening until last month when I tried to create a new sheet in Sheets and then read about it in the Community. A user also shared the link to the Sheets folder deprecation FAQ, which I would've never found on my own. I'm struggling because I use my Sheets folder for testing things out and for also sharing one-off sheets with individuals. Now, it seems that I have to create a new workspace for each sheet I am sharing with someone which will lead to multiple workspaces. I work for a small company but it's still a hassle to have a bunch of random workspaces that house only one item.
melissalk
Re: New streamlined creation experience
I agree with all the discontent. This makes it very difficult to organize sheets and items you don't want shared with a group. Thumbs down!
Jason Graaf
Re: New streamlined creation experience
Piling on the dissatisfied user pile!
Relegating everything to having to create a Workspace is just awful. I can not organize anything the way I want, especially if someone else was the creator of the workspace.
I can't create anything new without having to create a workspace. Not even to try to archive stuff from the previous folder structure that WORKED WELL.
Who knows why this was done??? You're taking away flexibility and usability for your entire customer base!!
wkhuser
Re: New streamlined creation experience
Adding a downvote to this "feature". As previously mentioned, this removal of functionality is a negative user experience. In addition, it is forcing an enterprise to give up granular permissions in exchange for organization. My company has 70 plus workspaces. I do not always want to give access to an entire workspace with multiple resources. Now, my users who need access to less than an entire workspace have to suffer thru a lack of organization, or I, as an administrator, have to give broader access than is required, which goes against basic data definition and security.
Sorry, Smartsheet- big fail
AFlint