Best Practice
Learn best practices, tips and tricks, and more from fellow Community members!
Discussion List
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New Community Category: Best PracticeIn Best PracticeWelcome to the Best Practice Category in Community! With so many great discussions happening we see incredible solutions being built out by our members. This category is a place to find creative solutions, tips and tricks, and best practi…
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Quick way to copy formulas across sheets I foundIn Best PracticeProblem: 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 res…
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Formulas for Calculating TimeIn Best PracticeI 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 …
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Work Breakdown Structure (WBS) - Column Formula ConfigurationIn Best PracticeHello 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…
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Lock or Store Date/Value Solution without using ZapierIn Best PracticeHi all, I hope you're well and safe! I've developed a solution that lets you store the date or value. You'd use the copy-row automation and a VLOOKUP or combination of INDEX/MATCH to make it work. We'd trigger the copy-row to another shee…
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Daily Update Solution without the need to open the sheet, use Zapier, or similarIn Best PracticeHi 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 hel…
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List of date formula I have used repeatedlyIn Best PracticeDoing this so I have an ongoing list of functioning optimized formulas , keeping it in the community in case it helps someone else. Please feel free to comment with your own, but I'm keeping the most basic of the formulas out of this. Bel…
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Can you use 2 match criterias in an index/match formula?In Best PracticeI am looking to structure an index and match formula, but it needs to match two columns of data and having some troubles. Is this possible or will I need to create a work-around with a Join function in another column?
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For Every one want to have More color symbol for health Status column.In Best PracticeDear 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 …
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Using Forms & Automation to Drive LeadsIn Best PracticeGood afternoon Smartsheet Community, We use Smartsheet Forms sometimes for some client contact forms to track real estate or other sales leads. We found it helps to use Forms and Automations to make it super easy to contact potential clien…
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Formula To Indicate A Task Is Ready Because Predecessors Are Complete [Solution]In Best PracticeI 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 wo…
