Best Of
Re: Column Heading - MATCH
Hi @Mike B,
It sounds like you’re looking to reference the column names within your formula. This isn’t currently possible, but I found a similar idea post here:
Please add your vote to this idea if it matches your request. You’ll then receive updates when the status of the idea changes! If the request provided doesn’t quite match your suggestion, please create a new Idea Post in the Smartsheet Product Feedback and Ideas topic. This will allow other users to vote on your enhancement idea!
You could, however, add a row at the top of the sheet which contains the formula. In the row, you’d add the names of each column - you can then reference these cells in your formula. However, you won’t be able to convert these to column formulas, since they’ll contain cell references.
For example, if this is the sheet you’re referencing:
Then the sheet that contains your formula would look something like this:
Alternatively, you could create sheet summary fields with the column names and reference the sheet summary fields in your formula. You would be able to convert these to column formulas, but since the formula is using a sheet summary field, it will always match on the same column name. This idea is discussed in more detail on the idea post I linked above if you wanted to explore it further!
Hope that helps - let me know if I’ve misunderstood your question! If I have, it'd be great if you can include some screenshots of your sheets so that we can understand what you want to achieve.
Thanks,
Georgie
Georgie
Re: Update Request Reminders for Specific Condition
You would also need some sort of indicator column such as a checkbox. You can set up the Update Request trigger to be date based. Click on "Run Once" and select "Custom" to specify a frequency.
Use a dual condition of the [Documentation] column and checkbox column both being blank. This will send your regular / recurring update requests.
You are also going to need a change cell automation. The trigger will be when an attachment is added, and the action will be to check the box previously mentioned. This will automatically check the box when someone uploads an attachment which in turn will deactivate the update request from running on that row.
Paul Newcome
New USM Alternative
I think I'm not alone when I say that the new USM roll-out has been nothing short of a nightmare. aside from the technical issues plaguing the Admin side of things, which I know you are working on, the model itself is simply ridiculous. It is difficult to manage and takes control over who gets a license and who doesn't away from the business. It also creates a lot of unnecessary work to manage the provisional members. For a platform that exists to help create efficiencies, it is ironic you went with such an inefficient and badly designed user subscription model.
As you work toward addressing the issues that many of us are experiencing, I would like to suggest an alternative. Namely, that you divide users into three categories. Creators, Editors and Viewers. The Creators are the current "members." Editors are the former free collaborators, but no longer free. Viewer would continue to be the only "free" option. The Editor level would have a lower price point than the Creators. The "creating a membership by sharing" would go away entirely, and any billable change to a membership would have to be granted by a System Administrator.
I believe this would be a better compromise between your needs and the needs of the customer.
Kelly Ospina
Re: Generate Documents with Adobe Sign
Would welcome the integration of Adobe Sign. Thanks!!
Kelli DeBoard
Re: Generate Documents with Adobe Sign
Please add my vote to integrating this into the suite of features Smartsheet employs. Seems like a no-brainer.
m thornley
Re: Approval Workflow: Record Name of Person Who Approved
I wanted to re-open this discussion because I'm having a similar issue. We have a multi-step approver process, and one of the approvals can be made by any of about 4-5 individuals (the list of approvers is set and doesn't change often). I want to capture which user approved the request. I used the solution above from @Gia Thinh, but Smartsheet is not able to complete the "assign" step based on the "modified by" user before automation@smartsheet.com makes the next automated change, so the approver's email address is not captured. Is there a way to sequence the automations to help make sure the "assign" step is completed before automation makes the next update?
Alternatively, has anyone found another solution to this issue? I have added my vote to the feature request but for now I'm trying to find a workaround :) @Andrée Starå , are you still willing to share your solution to store date or value?
Thanks everyone!
jvanwho
Re: Auto populate a form offline with multiple layers
hi @Dave Brophy,
You would need to create extra sheet that keeps data for auto-population like the in source column you would have Name of Village Name, Inhabitants, Name of Leader etc. once you are in the sheet to which the form is connected you need to create there index/match formula (you can search the guide on youtube for this formula in Smartsheet) so if someone fills the in main column the Village Name the number of habitates etc. will be automatically filled from another sheet.
Hope this helps.
kowal
Request to add task assignment filter to the Smartsheet Resource Management Reporting module
I currently can only see the total hour assigned to a resource on a specific day. I would like to have it broken down even further to see what tasks and the hours associated with each task. Then I can create reports to share out to team members and team managers so they know what tasks are being worked on over a specific period of time.
David Parrott
Dynamic View: Separate Forms for New vs Edit Needed
It would be nice to be able to set up two separate forms in Dynamic View. I frequently run into scenarios where I want the user to enter specific fields when they add an item to the sheet, but I only want to allow other fields to be edited once an item has been added.
For example. I created an annual leave tracker and want the interface for the user to be via Dynamic View. I want the employee to submit time off requests by selecting "New" and creating a new row on the sheet. For this, I need to configure my details pane to have a number of required fields.
Once it's been submitted for approval, I only want them to be able to cancel the ticket. I do not want them to make any other changes. Ideally, I could create a different Details Pane configuration where all fields are read-only except for the "Cancel" field.
I've attempted to use logic as a workaround, but so far this approach has not worked for me.
jessica.smith