Best Of
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
See who shared my workspace
Is it possible to be able to see who shared my workspace and to who as it may give me an idea of why it was shared if I knew who shared it to them as recently random people showed up as being shared on one and they are people I would not have expected to need the information.
Kari Hubmer
Re: Formula Errors with Index match
You could use an ISBLANK formula to say that if the ID is blank then to produce a blank result. So it would look something like this:
=IF(ISBLANK([*]@row), "", INDEX({Proj_Name}, MATCH([*]@row, {Primary Super_ID}, 0)))
Jeremy_D
Re: Count specific number of duplicate values in a given month
You should only need one single helper column (and not the month column). This helper column (called "Regular User" in this example) would simply be a checkbox column with the following column formula:
=IF(COUNTIFS([Clarity ID]:[Clarity ID], @cell = [Clarity ID]@row, Date:Date, AND(IFERROR(MONTH(@cell), 0) = MONTH(Date@row), IFERROR(YEAR(@cell), 0) = YEAR(Date@row))) >= 4, 1)
This should check the box on every row that has a [Clarity ID] entered at least 4 times in the same month/year as Date@row.
Then to get your counts, you would just need this:
=COUNT(DISTINCT(COLLECT([Clarity ID]:[Clarity ID], [Regular User]:[Regular User], @cell = 1, Date:Date, AND(IFERROR(MONTH(@cell), 0) = 1, IFERROR(YEAR(@cell), 0) = 2025))))
The above will give you Jan 2025. Changing the last 1 to a 2 will give you Feb of 2025 and changing 2025 will give you a different year.
Then to make this show blanks instead of zeros, you would wrap the whole COUNT formula in an IF statement.
=IF(COUNT(DISTINCT(COLLECT(……………)))) <> 0, COUNT(DISTINCT(COLLECT(……………………)))))
Paul Newcome
Re: Adding Hour Duration to your project schedule and predeccesors
Hi @JM1
I answered your other post, here, as well. Smartsheet doesn't currently have the ability to set Time along with dates as the Start/End of tasks. You can set a Duration to be in hours (ex. 3h) on a specific day, but it won't show what hours those are. This could be identified in a separate helper column, if needed.
If you're using Smartsheet to track resources over time and dates, I would recommend looking into Resource Management by Smartsheet and the Resource Management Panel.
Cheers,
Genevieve
Genevieve P.
Re: Collect a Name from a List
Once I started building, I realized this was actually a lot less complicated that I originally though.
Insert a helper column on the source sheet that combines the meeting id and name into a string.
=[Meeting ID]@row + "-" + [Traveler Name]@row
In the summary sheet, insert the [Number] column that is manually populated with numbers starting with 1 at the top of the sheet.
Then a text/number column called "ID-Name" with this column formula:
=IFERROR(INDEX(DISTINCT(COLLECT({Master List: ID-Name}, {Master List: ID-Name}, @cell <> "")), Number@row), "")
[Traveler Name] is:
=IF([ID-Name]@row <> "", SUBSTITUTE([ID-Name]@row, [Meeting ID]@row + "-", ""))
[Meeting ID] is:
=IF([ID-Name]@row <> "", LEFT([ID-Name]@row, FIND("-", [ID-Name]@row) - 1))
The reimbursement and authorization columns are SUMIFS suing the [ID-Name] column as one of the range/criteria sets, and then the difference column is simply one minus the other.
You can take it another step and put in a flag column that throws a flag when the number of entries is getting close to the number of rows you have pre-populated in the [Number] column and sends you an alert.
=IF(AND(Number@row = MAX(COLLECT(Number:Number, [ID-Name]:[ID-Name], @cell <> "")), MAX(Number:Number) - 15 < Number@row), 1)
Set up a daily automation to send you an alert when that trigger column becomes flagged, and you should get notified when your sheet needs more numbers. Since the rest of the columns are column formulas, that should be the only column you need to manually adjust. The -15 portion in the formula below is how many rows are left when you get the alert. If you want an alert when you have 30 blank rows left in your summary sheet, you would adjust that to -30.
Paul Newcome