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Archives for May 2023

Smartsheet Introduction
Hi everyone, My name is Regina and I work for a multi-hospital system in the great state of Georgia! My job title is Accreditation Specialist, so I work closely with our accrediting body and our staff to ensure we provide safe (and the best!) care to our patients. I was handed Smartsheet about a year ago from one of our…
MM/DD/YYYY Date Format
Since there isn't a MM/DD/YYYY date format built into Smartsheet, I created a formula in order to create this date format. Please see below: =IFERROR(IF(MONTH(Date@row) = 1, "01", IF(MONTH(Date@row) = 2, "02", IF(MONTH(Date@row) = 3, "03", IF(MONTH(Date@row) = 4, "04", IF(MONTH(Date@row) = 5, "05", IF(MONTH(Date@row) = 6,…
Dropdown List Alternative with Automatic List Update and Dynamic List Features
There have been many requests for improvements to the Dropdown list from Smartsheet Community. The two most typical requests are Automatic updating of the list @Justin Mauzy @Taylor Compton - NOAA Federal Dynamically changing the list of the following selections based on previous selections @Ian Cooper @Mehran Bagherian…
New to Smartsheet Tips?
Just started a new job. Company is new to smart sheet. Right now I work in data entry and basic automation. Eventually working towards full processes and product creation. Does anyone have any tips or tricks that I should know to help work through it. So far I enjoy using smart sheet and would like to learn more.
Core Product Certification Resources
Are there classes, tutorials or resources available for the core product certification that come as a course? Or do you just "study" on your own and then sign up and take the exam when you are ready? I am new to Smartsheet but would like to be certified. Thanks!
Newish Community Member Intro
Howdy Folks! My name is Christian, and although I've been here a year, I never introduced myself. I'm a Controls and Automation Engineer that uses SmartSheet for project management and time tracking. My favorite SmartSheet pastimes include making long, complex, cross-sheet formulas, fully automating data entry, and lurking…
Critical sheet status
Hello everyone. I have another personal best practice to share. I am sure like many of you there is a method to the madness. You have some absolutely critical sheets and if not kept within limits could crash it all. So In order to keep eyes on my critical sheets I created a Sheet status page for me to monitor all those…
Welcome Page for Admins
For all those system admins out there. Here is a quick little helpful idea for you. Set up a welcome dashboard with helpful links and tips. Doing this has help reduce the amount of questions I get on a daily basis. Just add this in the admin center as the welcome page and force it to appear the next time everyone logs in.…
Onboarding Introduction
Hi all, Running through my onboarding packet and made it to step #2! Woot-woot. My name is Roger, I am new to smartsheet but already creating sheets, reports, dashboards and have quite a few automations. I love how customizable it can be without over complicating it. Looking forward to learning together. (Did I get the…
Online coaching needed
This discussion was created from comments split from: Welcome to the online Smartsheet Community!.

Best Practice

Formulas for Calculating Time
I have decided to create a post that consolidates all of the different time based solutions that I have put together. Some of these solutions can be made more efficient or condensed into fewer but larger formulas. I am still going through these working on making them more efficient and tweaking them, but all of them have…
Work Breakdown Structure (WBS) - Column Formula Configuration
Hello Everyone, Recently myself and two fellow Smartsheet Sales Engineers, @Lea Gikas and @Dave Stanley got together to create a WBS solution powered by Column Formulas. We wanted to provide the resulting configuration to the community in case some may find it helpful in executing project management solutions, this…
Daily Update Solution without the need to open the sheet, use Zapier, or similar
Hi everyone, Happy New Year! I hope you're well and safe! I've developed a way to use the newly released Record a date feature to update sheets with today's date automatically without the need to open it or similar. 1. Add a so-called helper column. (Date). We can call it Today Helper and add a date before the current day.…
Quick way to copy formulas across sheets I found
Problem: I had the need to copy a list of 26 formulas to 56 sheets maintaining the formulas for each sheet. to increase the data collection across the sheets. All sheets have the same column names. Smartsheet defaults to saving the end result, and doesn't offer the ability to just copy the formulas from one column in one…
For Every one want to have More color symbol for health Status column.
Dear Community Memebers, I saw many equations asking to have More color symbol for health Status column, so i added this post to be a simple reference to solve this issue and with your help and comments we can develop it to match the most of your wishes. the following screenshot shows the color reference you can use it in…
Combine emails into a multiple-contact column / multi-contact column
Multiple-contact columns can be problematic to use in Smartsheet. Namely, they cannot be "put together" with a formula. There's many use cases where you need to build multiple contacts into a cell based on criteria/lookups, but there isn't a way to do that in native core Smartsheet. There is, however, a couple of methods…
Auto-Create Child Rows WITHOUT Bridge or API
This initial solution is based on form submissions being made and each form submission triggering the creation of a set of "template" child rows per submission WITHOUT the need for a 3rd party app, the premium add-on Bridge, or the API. So if your form submissions look like this: Your working sheet could look like this:…
Formula To Indicate A Task Is Ready Because Predecessors Are Complete [Solution]
I have seen many posts about people wanting the ability to indicate a particular task/row is ready to begin because all of the predecessors are complete (many of them archived). All of the proposed solutions had short comings (e.g. only works on rows with a single FS predecessor with no lag). Here is my full solution to…
INDEX and MATCH across two sheets: a detailed explanation
Hello everyone, would love some feedback on this tutorial. I was answering a user's question regarding INDEX and MATCH (thread post here), and thought it would be beneficial to share my example to the greater Smartsheet community of how to easily utilize INDEX and MATCH functions to reference cells from another sheet by…
URL Query String and CHAR() Function Helper Sheet
Greetings all, Because I grew tired of spending an inordinate amount of time piecing together URL query strings, I've compiled all of the UTF-8 character codes (that I came across) into an easy to use reference sheet. I've also added in a column for the corresponding CHAR() function codes and conditionally formatted the…

Trending in Show & Tell

Meet Amit Wadhwani, our December Member Spotlight! 🎉
It’s the holiday season, and we’re featuring a very special Community member to help us end the year: @Amit Wadhwani, Community Champion and our December Member Spotlight! Amit is the Vice President of Operations at Ignatiuz, Inc. and lives in Pennsylvania in the US. In 2017, his manager at the time asked him to look for…
Smartsheet has been recognized as a Leader in the 2024 Gartner Magic Quadrant for Collaborative Work
Hello Community, Did you hear the great news? Gartner recognized Smartsheet as a Leader in the 2024 Magic Quadrant! Not only was Smartsheet recognized as a Leader in Collaborative Work Management for the second year in a row, but we were also recognized with a Gartner Peer Insights ™ ‘Customers’ Choice’ distinction for…
December Question of the Month - Join the conversation and receive a badge
During November, we had a great conversation about AI, and how it's helping you to work smarter, not harder. We loved reading how you use it with your formulas, to analyze data, onboard new users, or even as a trainer to improve your skills faster. We also received excellent video responses, and you’ll see a selection of…

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