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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…
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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…
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Pre-Filled Forms Using URL Queries: Tips and Tricks
Using URL queries to pre—fill forms seems to be catching on a bit more lately. There are a lot of resources out there, but they can be kind of spread out, so I figured I would start a thread that has some of the lessons learned, tips, and tricks that I have discovered along the way. Tip #1 [info callout] The first one that…
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Controlling record visibility in reports using Smartsheet Groups
This solution allows you to combine the "Current User" filter and Smartsheet Group membership to filter records based on who is a member of a Smartsheet Group. Solution overview Python Create scheduled task to run daily Python script that pulls all Smartsheet groups and group members and saves as CSV on SharePoint site.…
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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,…
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Query Strings - Development
So I've developed several processes that fully rely on query strings for a variety of reasons, and many of my users find it difficult to reverse engineer my sheets to develop similar solutions, even with the official smartsheet help guide. I've made a fairly basic tutorial so I don't have to keep explaining it, and thought…
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Ready Status Solved - I hope this helps everyone
I've seen a lot of posts with people trying to figure out how to parse out predecessors so that they can set the status of the next task to "Ready" or something similar. I came up with a solution that worked for me, I figured I'd share it. This solution takes care of the various dependency types and lead/lags. 1) Create an…
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Month Name written as Text for Today's Date
what function return month name from date "i.e =TEXT(MONTH(TODAY()),"MMM")"?
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Formula to add Months to Date
This is the simplest formula I can find to add Months to Date. This considers sum of months exceeding 12, converting it to January and adding 1 to the year. Where: Term column is the number of months to add, Date is the starting date. =DATE( YEAR([Date]@row) + INT((MONTH([Date]@row) + [Term]@row - 1) / 12),…
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Calculating Quarters with a Start and a Finish date
I searched the community and did not see a formula that calculated Quarter based on a Start and a Finish date while also accounting for cases where the year for the Start and Finish date differ. The formula below handles that. A few notes … It assumes that Finish is always >= Start. The entire formula is wrapped with…
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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:…