-
Community Category: Best Practice
Welcome 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 practices. The Smartsheet Community Team will collect nominated posts and put them here in…
-
Replacing all special characters in form query string parameters with a formula
Hello everyone! I am excited to be speaking at the "Leveraging the Query String in Forms" session at Engage 23! I wanted to share a formula that a customer and I developed to replace any special characters that could show up in cell when you are building a URL to a form with query string parameters using a formula. This…
-
Generate Docs - How to fix Font Size Issues - a guide
I'm was using Generate Form to create a PDF I needed. While I was getting the content I needed, the font size in the form was wonky and inconsistent. The first 3 fields were in LARGE FONT size while the rest were a standardized. I don't know why or how the this happened. I was able to find a solution after an hour + of…
-
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.…
-
TIP: Calculations on an AutoNumber Column
I've noticed when trying to run formulas on my AutoNumber column, that it doesn't always work. Here's a table of some of the results. For each row I changed the autonumber "Numerical Places" from 0 to 00 to 000 to 0000. You'll see that the results conclude that Formulas on an Auto Number column MUST USE SINGLE DIGIT…
-
Using DataMesh to Split One Line Onto Multiple Lines (for Forms Entries and Other Uses)
This is a problem I've heard a few times so I'm answering it in a separate post for reference in long form. I'm using the example from @WtaylorW's question over here. The basic need is to take one line and split it onto multiple lines. In this example you have a form that's inputting multiple names in different columns,…
-
Split Multiple Selections In Single Form Into Individual Rows (Core Product)
There have been a number of people asking how to make multiple selections in a single form and then have those selections broken down into individual rows, and the previous answer was always to use a 3rd party app, a premium add-on, or the API. Below is a set of detailed instructions on how to accomplish this within the…
-
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…
-
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:…
-
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…
-
Use workflows to streamline your approval process
Suppose you work in a marketing department, and your team creates various types of content, such as blog posts, social media posts, and email newsletters. You want to establish a streamlined approval process to ensure that all content goes through the necessary stages before publication. Here's how you can set up a content…
