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Make Dates Connected to Resource Management Editable via Update Requests

I have recently learned via Smartsheet support that when date fields within a sheet are connected to Resource Management, that the Update Request automation will not allow users to update these date fields. We use RM for very high level resource loading across various functions within the org, with one of these items contributing to this being our strategic roadmap, that not all employees have visibility into. I would like for individuals to still be able to update the timeframe associated with their initiatives, without having to create helper columns and creating a manual aspect of upkeep.

sara.larson.cws

1 ·

Content and Chat Controls

it is very odd that only by enabling upload from computer, the bulk import of users is avail.

Our company needs to ensure any documents attached to Smartsheet are saved on SharePoint only, not the device.

Having those two functionalities combined by the current setup is very unhelpful.

Can you pls look into changing this?

Helena P.

1 ·

Re: Return multiple values from one search criteria

@PeggyLang Yes. You would need the "Number" helper column that is pre-filled with the numbers 1 through however many you think you will need. Then you would use an INDEX/DISTINCT/COLLECT combo to get the stores

=IFERROR(INDEX(DISTINCT(COLLECT({Source Sheet Store # Column}, {Source Sheet City Column}, @cell = "City Name")), Number@row), "")

Then you would use a standard INDEX/MATCH to pull over the rest of the data based on the store number.

=IFERROR(INDEX({Source Sheet Address Column}, MATCH([Store #]@row, {Source Sheet Store # Column}, 0)), "")

Paul Newcome

1 ·

Re: Countifs Date range clash formula with Distinct value criteria

Okay I think I have the answer, it's

=COUNTIFS(Start:Start, Start@row >= @cell, Finish:Finish, Finish@row <= @cell, 👤:👤, HAS(@cell, 👤@row))

Sam Swain

1 ·

Re: How do I test Alerts without sending the actual notification to the recipient?

Hi @tushard,

You can do this by using the "Run Workflow Now" option instead of letting the automation run on it's schedule. You can hit the checkbox to set yourself as the recipient instead of anyone else.

Hope this helps,

Dave

DKazatsky2

1 ·

Re: How can I use COUNTIFS to get a count of projects and filter by date?

@Leroy Noriega You don't need to pull out the month and year into separate columns. You can use the MONTH and YEAR functions inside of whatever other function you are using. An example to count for all dates in Jan 2024 would be

=COUNTIFS([Date Column]:[Date Column], AND(IFERROR(MONTH(@cell), 0) = 1, IFERROR(YEAR(@cell), 0) = 2024))

You can also simplify your quarterly formula (assuming you are using calendar year quarters) like so:

="Q" + ROUNDUP(MONTH([Date Column]@row) / 3)

Paul Newcome

2 ·

Re: Stacked Bar Graph - Reflect 3 columns

I have a similar situation. I'm trying to compare how many of a specific type of requests are fulfilled each quarter, via different methods and by different individuals. Here is an example of what I'm talking about. I wouldn't mind a stacked bar chart, or one that is broken down by each person.

Chris Holt

1 ·

NEW! Forms minor updates and enhancements

Hi Community!

We’ve released a few minor fixes and enhancements to forms.

Removed scroll on number inputs - While ensuring input remains restricted to valid numbers, a form will now scroll seamlessly, even if the cursor is positioned over a number field, preventing unintended adjustments to data (including accidental negative numbers).

Applied currency formatting to form entries with decimals - Now, when you input decimal values into fields with currency formatting—regardless of whether they have form validation or not—your values will automatically format as currency on both web and mobile platforms. This means whether you enter "2", "2.00", or "2.25", the system intelligently formats these entries as currency, ensuring consistency and clarity in your financial data.

Data validation in form builder - When editing a form in a small window, data validation is only applied when the user applies it, and text fields can always be changed to multi-line when no data validation is applied.

These enhancements are available on all plans.

You can also stay informed by subscribing to receive product release updates for curated news of recently released product capabilities and enhancements for the platform of your choosing, delivered to your inbox. As new releases occur, you will receive a weekly email with news of what's released every Tuesday.

Jason DelValle

5 ·

Re: Nominate Peak Humans & get a badge!

In the IT PMO department we would like to nominate our IT PM Analyst @AngB789 who has taken the strides to make Smartsheet easy for project team members. She is always looking for new ways to make things easier to either find, or the biggest achievment is making approvals easier for all levels of management. User experience for those who are not project managers is a top priority for her and continues to learn and grow from the communities as well as all education provided by Smartsheet and other avenues.

ITPMO

2 ·

Re: How to get attachment names from one smartsheet to another?

Hi Genevieve,

Thank you for your reply. For getting attachment names , I have written a python code to get a list of attachment names in sheet to a local CSV file.

Python Code:

import requests
import csv

# Replace with your Smartsheet API token and sheet ID
token = 'Your API access key'
sheet_id = 'Your Sheet ID'
# Get the list of attachments for all rows
url = f'https://api.smartsheet.com/2.0/sheets/{sheet_id}/attachments'
headers = {'Authorization': f'Bearer {token}'}
response = requests.get(url, headers=headers)
attachments_data = response.json()

# List to store attachment names
attachment_names = []

# Loop through attachments and collect names
for attachment in attachments_data['data']:
    attachment_name = attachment.get('name')
    if attachment_name:
        attachment_names.append(attachment_name)

# Write attachment names to the CSV file
csv_file_path = 'Local path to your csv files'
with open(csv_file_path, 'w', newline='') as csvfile:
    writer = csv.writer(csvfile)
    writer.writerow(['Attachment Names'])
    writer.writerows([[name] for name in attachment_names])

print(f"Attachment names saved to {csv_file_path}")

rye

1 ·