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Meet Jacob Stey, our November Member Spotlight! 🎉
Come say “hey” to Jacob Stey (@SteyJ) because he’s our November Member Spotlight! 👋🏻 You may have seen this Community Champion at ENGAGE Seattle or helping others around the platform - now’s your chance to hear his “Smartsheet Story” straight from the source.
Jacob is a System Administrator at Patriot Group International and lives in Texas. Once upon a time, his work at a datacenter included using dashboards as an easy way to manage links from several different locations. A coworker suggested to Jacob that he should help with the dashboard design, and that’s what prompted him to start looking into Smartsheet automation, analytics and other core features.
“In the two years since helping design that dashboard, I have been ecstatic to join the Million Row Club, and I’m now managing data and analytics between several clusters of data centers and tens of thousands of rows per month,” he says. “Smartsheet really is a tool that anyone in an organization can use to make an impact.”
One of Jacob’s favorite projects involves visitor intake processing. He is responsible for aggregating and cleaning user profile data between multiple sources, and then syncing updates to the profiles with DataMesh. “To archive and manage the aggregate, I am using Bridge to delete rows when they become inactive, while also simultaneously updating drop-downs,” he explains. “When a visitor is processed, all required information is URL-queried into a form to simplify the visitor intake process.”
In the future, Jacob plans to use Smartsheet to create an external application utilizing OAuth 2, providing an all-in-one event logging system that can be used for many types of security contracts. It will also utilize features such as dashboards and reports. (Alison Note: We can’t wait for Jacob to post a status update on this in Community once it’s done!)
In true Community Champion style, Jacob had a few shoutouts to those in the Community and in the Champion program that have inspired him, including @Paul Newcome, @Andrée Starå, and Smartsheet’s own @Genevieve P.. He also had great things to say about the people he met IRL at ENGAGE Seattle. “There was so much energy and positivity,” he says. “Over the past two years, I have met so many people through the platform, but finally had the opportunity to assign faces to names!”
In his personal life, Jacob is all about the lake life. He enjoys waterskiing, wakeboarding, and wake surfing. Overall, he says he’s most passionate about creating things, and making the work lives of others easier and more efficient. And for that, we in the Community are so grateful!
—👉🏻 Do you know someone in the Community who should be next month's Member Spotlight? Nominate them here.
Re: How to update certain cells in column based on one cell's input and other column's same ID #?
You would need a helper column with a formula along the lines of
=IF(COUNTIFS([Test#]:[Test#], @cell = [Test#]@row, [PASS/FAIL]:[PASS/FAIL], @cell = "FAIL") > 0, "FAIL")
Then you would set up a change cell automation to change the pass/fail column to fail when this new helper column says "FAIL", and whatever system you have set up to copy the rows would need a condition included that this helper column is blank.
Re: Viewing real time collaborators sheet updates
Has there been any change/update to this? We will not be able to use SS for our company after all, not if we can't see what cells people are working in. We wanted to replace Office365's Excel with SS for a tracker sheet that 10 people work on simultaneously. Right now, it seems like everyone would be overwriting each other's data if they don't know what rows other people are working in.
Re: Copying automation across the sheets?
Thanks Christian, I am comfortable with the templates. Just that this enhancement I believe is a pretty famous request and has been made since quite some years now. Hopefully we get some updates soon.
Bulk Delete Projects in Resource Manager
Bulk delete projects that are archived or not archived. We had an issue where your API automation was creating projects from Smartsheets and it was creating duplicates, i was unable to bulk delete projects. The only thing i could do was mass archive them, now i have tons of archived projects i need to mass delete.
Re: HAS() inside COLLECT()
Because I'm in a hungry mood, this might do what you need:
=MAX(COLLECT([Row ID]:[Row ID], Fruit:Fruit, HAS(@cell, "Kiwi")))
Where fruit would be your multi-select column, then just replace Kiwi with whatever value you are looking to match.
Resource Manager Assignment Box Wider
Currently in Resource Manager the new assignment box is to narrow. When typing the name of a project you are unable to see the name as its cutoff, would be nice to have it scale to project name
Re: Sequence numbering based on another Cells info.
You will first need to insert an auto-number column with no special formatting (called "Auto" in this example). Then you would use something like this:
=[Doc Code]@row + "-" + [Dept Code]@row + RIGHT("000" + COUNTIFS([Doc Code]:[Doc Code], @cell = [Doc Code]@row, [Dept Code]:[Dept Code], @cell = [Dept Code]@row, Auto:Auto, @cell<= Auto@row), 3)
Re: Summary Function Between Business and Pro
Hey thanks @BeeToTheTee
Your key word was "volunteer". It caught my eye since I live in Tennessee and also use Smartsheet for volunteer work sometimes.
Have a great day!
Conditional Format based on Rows
Hello Everyone
I am currently looking for ways to format my spreadsheet, apparently the conditional format only refers to columns. Is there a work around on this that i could do a format based on rows?
link: https://app.smartsheet.com/b/publish?EQBCT=88012ac013044c72a0c6dcb135919a4c
thank you