Best Of
Block Publishing Blank Reports
I have reports that get emailed to clients weekly, if they don't have any active projects they are receiving blank reports. Ideally, we would be able to stop blank reports from publishing without having to manually stop/start the recurring email each time they have no active projects and instead Smartsheet could pick up when reports are blank and not send the email.
Aoibhin
Re: March Question of the Month - Join the conversation and receive a badge
My ability to listen
Monicacraven
Batch Convert Attachments to Proofs
I regularly send multiple, separate, files to clients for review and approval. Rather than converting each one and having to invite my client contacts every time, I'd like to select multiple rows and convert them from attachments to proofs, THEN invite my client, in one place.
nmsrs
Allow for Permanent Default Filtering to No Filter
Create an option for a sheet to permanently have the filter set to default, rather than defaulting to the last filter that a user accessed the sheet on (especially for card view), as it can make links from other applications / email impossible to utilize.
cb2013
Re: Copy Parent and Child Rows
Thanks @Genevieve P. . Sadly, that's really painful with a 1500 line project plan and the inability to expand/collapse just a section.
tlharp101
Automation being triggered whenever anything in my row changes, not just the field I specified?
Hi there,
I am having trouble with an automation workflow in Smartsheet, and I am not sure why it is happening. I had this same workflow set up on a different sheet (an older version of our database) and it worked just fine. I'm driving myself crazy trying to figure out why it's not working now.
Basically the automation says that whenever a row on the sheet changes AND when the field "Discovery Call Assignee" changes, it should notify the "Discovery Call Assignee" that they have been assigned to the row item. What's happening is, anytime any piece of data in the row changes, it's sending a new notification to the "Discovery Call Assignee" even though that field hasn't changed. Here's a screenshot of the automation. Can anyone tell me why this is happening? (I'm only showing the top part of the workflow to protect private information, but these are all of the conditions I have set up).
Thanks a million!
Olivia D.
Re: IF INDEX MATCH yielding INVALID DATA or NO MATCH
You never completed the logical test in your if() statement, right now you are saying are telling it to index to a person's name but not telling it what to do as far as a logical test goes. "=if ( "Frank", "yes", "no")"…. is Frank true or false?
I'd recommend the following instead:
=IF(countifs({CT Certs Range 1}, [Instructor Name]@row)>0, "yes", "no")
here you are saying "=if( "Frank" shows up more than 0 times, "yes", "no")"
Also, just fyi, I'd do it as a countifs rather than a simple countif because you may want to add more criteria later and the difference in performance is unlikely to be noticed. But, for the record, countif() would actually be marginally better than countifs().
Jgorsich
Re: Saving a "Form" for later use without submitting as of yet
Hello,
I am curious to know if there's any option to add "Save and continue" option into the form so the same user can finish the submission later or eventually to pass over to another user who would finish and submit the form?
Thank you,
Cvetelina Cheresharska
Lina
Re: Add Column Description to Update Request
I like using the Request Updated so that a form is sent to the person where I am requesting an update. I would like to add some help test to the fields when it is sent. This is the same text that I might put in the column description. My update request is to include the Column Description under the name field. This way when the user gets the Update Request form, I can also provide a little bit of help as they fill out the auto-generated form.
Re: Formula for averaging days
Odd, it worked on this side when I tested it.
Per Formula error messages | Smartsheet Learning Center:
#UNPARSEABLE
Cause
The formula has a problem which prevents it from being parsed and interpreted. This can happen for many reasons, such as misspelling, incomplete operators, using the wrong case for a column name, or using single quotes instead of double quotes.
Resolution
Ensure that all column names are spelled correctly in cell references, operators are being used correctly, and any text strings in the formula are surrounded by double quotes (" ").
Looking at the below the actual structure looks okay. So, I'd recommend 2 things - first, modify your "Days Duration (Received to Listed)" column formula to include an iferror() statement to force anything non-numeric to be text (I like just "", that way it is empty visually - but any text will work) instead of an error message. Error messages in referenced columns tend to break things and error traps are a good practice in general. Second, double check all your column names and types. This formula would expect the following column names and types:
Days Duration (Received to Listed) - Text/Number
Date Received - Date
=avg(collect([Days Duration (Received to Listed)]:[Days Duration (Received to Listed)],[Date Received]:[Date Received],>=date(2025,1,1),[Date Received]:[Date Received],<=date(2025,1,31),[Days Duration (Received to Listed)]:[Days Duration (Received to Listed)],>0)
Jgorsich