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Re: January Question of the Month 💭 Join the conversation and receive a badge
My focus for 2024 is to do more for me. More time in nature, more photography, more movement.
Re: January Question of the Month 💭 Join the conversation and receive a badge
My 2024 goal is to continue to learn Smartsheet and my motto is, "Don't find the fault, find the fix?" Wishing you each a very Happy New Year and here's to an amazing 2024!🙌
Activity Log: Show Form "Name" Updated/Deleted/Added
When looking at the Activity Log for a sheet, we can't tell "which" form was Deactivated for example. Just says "Form Deactivated" which is what I was looking for, but can't tell "which" form was deactivated as we have multiple forms submitting to the same sheet, and there's more than one form deactivated. Can this be an enhancement request to tell "which" form was deactivated, added or updated? To include the NAME of the form, or maybe a Form ID?
Thank you.
Generate Documents with Adobe Sign
Please add Adobe Sign as an option in the "Generate Document" feature.
Conditional Formatting for Single Cell
Similar to excel, allow conditional formatting for a single cell that does not apply to the entire column.
Salesforce Connector - Provide Detailed Changes Before Saving Workflow
Please provide a list of all the changes that will be made to Smartsheet AND Salesforce BEFORE selecting "Save Workflow". Current "Update Summary" is useless and typically the count is incorrect.
This is not enough information, need to see the detailed changes:
Update Summary
OPPORTUNITY Intake: Up to 843 rows will be updated.
Opportunity: Up to 844 records will be updated.
Re: Assigned Resource
Method 1 responds to your "added over 100 columns will slow down."
Method 2 answers your "a more simplified formula or solution."
(I have written this comment in a more general form to help other users in the community as well.)
Method 1: Compare duplicate tasks of the same period by cutting out the Contacts of the Multiple Contact List as text.
There is no need to add over 100 columns.
Since the Multiple Contact List has a limit of 20, this method would require a maximum of 40 columns, i.e., 20 columns of C1, C2, etc., to get the "," position that separates Contacts, and 20 columns of Contact 1, Contact 2, etc., to get the "Contact" position.
If, as in your case, the maximum number of users assigned to a project is 10, you would only need 20 additional columns.
With other community users in mind, we have updated the demo sheet to carve out the text value of individual Contacts from the Multiple Contact List up to the current Smartsheet limit of 20.
If you are interested, please request it via this form, and a copy of the file will be shared.
app@cloudsmart.jp is an owner, and you will be the Admin, so please make a copy of the shared sheet and edit it for your use.
There is an article I wrote in Japanese about the limits of Multiple Contact Lists, a translation of which is available, so if a reader of this comment is interested, you can read it at this link
I recorded a video of how I semi-automated the addition of 40 columns and formulas using various tools.
Note that the logic for comparing the Start and Finish of the task being verified with those of other tasks being compared was incorrect, so I have corrected it.
- Start:Start, <=Finish@row, Finish:Finish, >=Start@row
Method 2 (more simplified formula): Use the Has function to check whether a candidate Contact to be added as an Assignee has duplicate tasks in the same period.
If the above methods are too complicated, you can select Potential Assignee to display information on the Concurrent Task status created by adding that person as an Assignee of a task. Then, you can use the information to decide whether to add that person.
To do so, add the following columns and expressions
Potential Assignee: a Single Select Contact List
Concurrent Tasks?
- =IF(HAS(COLLECT([Assigned To]:[Assigned To], Start:Start, <=Finish@row, Finish:Finish, >=Start@row), [Potential Assignee]@row), 1, 0)
Which Task?
- =JOIN(COLLECT(Task:Task, [Assigned To]:[Assigned To], HAS(@cell, [Potential Assignee]@row), Start:Start, <=Finish@row, Finish:Finish, >= Start@row), CHAR(10))
Comparing the two methods, the former checks for all Assignees of a task being verified to see if they have other tasks in the same period.
In contrast, the latter provides information on overlapping tasks for an additional Assignee candidate.
While the former is better suited for checking the overlap status for the project as a whole, the latter is better suited for checking the overlap status when considering additional Assignees for individual tasks.
In your case, this may be easier and better.
We have updated the Demo Sheet to compare both methods, so please check it out.
New Tasks 1 to 5 are editable, so you can see what duplicate information each method provides.
Also, if you need a copy of this sheet, please use the form below to request one. (This is the same form as the previous one.)
Re: What is the formula for changing the status icon to green when complete?
Hello @Ekelly
To change the status icon please see sample
Status column should be in Symbol column type.
Hope this helps!
che🙂
Re: January Question of the Month 💭 Join the conversation and receive a badge
My 2024 goal is to be present in the moment. In the past, I've focused on the larger picture and learned to think globally - and while that's not necessarily a bad thing - I'm working on making sure that I don't sacrifice the here and now. Learning from the small up's and down's and ensuring I'm recognizing my team both in the large moments, and in the small day-to-day/weekly moments will ensure strong team cohesion and that I personally stay grounded.
Here's wishing everyone a happy, healthy, and prosperous 2024 to all of you in the Smartsheet Community!
How do I get a Dashboard Chart Widget to display 'No Data' when the source report returns no data?
I have a dashboard chart widget whose source data is a report on a sheet. There are times when the report accurately returns no data from the sheet that meets the reporting filter criteria. In that case, the dashboard chart widget displays an 'Unable to display chart' error (screenshot below).
This error message is inaccurate and leads the users to believe there is a configuration error or something broken in the chart or the underlying report. This effect is worsened during troubleshooting when attempting to edit the widget, and seeing the prompt to 'Add Data'.
The chart widget and the report are correctly configured, it's just that the report has returned no data. Based on the report configuration, 'no data' is an occasional accurate and intended output. With that output, the chart widget should display something more informative and accurate, like the same chart that was there before, just with '0' displayed for each measured parameter.
Does anyone have a solution for this? I had temporary success with a 'Summarize' configuration on the report, but that was apparently only due to ghost data coming through from the source sheet. Once I cleaned up the ghost data, the 'Summarize' configuration failed to resolve the issue again.