Best Of
Outlook Add-in: link back to email in outlook
I would to manage my work emails with smartsheet and I installed the outlook add-in. once I create a row from an email, it would be great to be able to link back to the email from the sheet in case i need to find the email rather that searching for it.
Duraid
Re: VLOOKUP/IF or INDEX/MATCH?
Hi @Hannah H
Close! The "ranges" are actually just one column each, they shouldn't be spanning across multiple columns. I'll outline what each range should be referencing:
1 . {Milestone Paid Column}
Your first range should be what you want pulled, or brought in. In this case, it's the Milestone Paid Column. Just the column selected on its own. I'm going to write this as {Milestone Paid Column}
2 . {Resource Name Column}
Your second range is just the one column, the "Resource Name" column in your second sheet.
3 . {Onboard? Column}
Your third range is just the one column, the "Onboard?" column in your second sheet.
Final touches:
You are absolutely correct in using 1 to indicate if it's checked or not, however one of your criteria is to match the Resource Name. In this instance, you will want to list the Resource column reference (as in point 2 above), but then your criteria can look at the cell in this 1st sheet, in the Resource column: [Resource Name]@row
Try this:
=INDEX(COLLECT({Milestone Paid Column}, {Resource Name Column}, [Resource Name]@row, {Onboard? Column}, 1), 1)
Here are some Help Articles you may find useful:
Let me know if you still need help! If so, it would be good to see a screen capture (but please block out any sensitive data).
Cheers,
Genevieve
Genevieve P.
Re: Dynamic View Logic should behave like Conditional Form Logic (aka "live")
Echoing the sentiment here. I just got full access to Dynamic Views and had hoped it would allow required fields while editing existing lines but it does not seem to work that way.
Logic to make certain fields read only (even from existing marking outside of Dynamic View) would also be incredibly helpful but some drop down fields don't seem to show up/have logic available for some reason.
Forms Goddess
Re: Dynamic View Logic should behave like Conditional Form Logic (aka "live")
First time i just tried using logic on dynamic view today, and i thought the current behavior was an error. 100% this needs to be implemented to make this premium app function correctly.
SWAus
Re: Dynamic View Logic should behave like Conditional Form Logic (aka "live")
Agree with all -- At the ENGAGE conference Dynamic View seemed to be "more" than it truly is .... We also need to be able to create chart widgets using Dynamic View; if the chart is pulling from a view that uses DV it correctly does not display the chart if one is not in the group -- but instead of a blank white space one sees the broken error -- when it's not really broken. This means a separate dashboard per every group; lots of overhead to keep those going.
We love Smartsheets and are excited to use the app, but there is definitely some maturation that needs to be done to make DV really useful.
Pauline J
Re: Dynamic View Logic should behave like Conditional Form Logic (aka "live")
Would be a game changer if conditional logic was allowed/worked in Dynamic Views. I am asking people to review a LOT of data, but a lot of fields are empty because I can't 'hide' / condition out fields they don't need to see in Dynamic View.
KDTaylor
Re: Dynamic View Logic should behave like Conditional Form Logic (aka "live")
100000000% agree with this. Would be super helpful and more user friendly!
Erin Kim
