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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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When to use = and "" in COUNTIF formulas
I came across some weird COUNTIF functionality recently in one of my duplicate check column formulas. I wrote some exploratory formulas and wanted to share! Key Takeaways Numbers with leading 0s requires both = and "" Regular text requires "", but = is optional Regular numbers do not require = or "", but work with one or…
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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…
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Syntax: Add Row via API for Multi Select Contact Column, MULTI_CONTACT
Dropping this here in the hopes Google picks it up for future developers. At times when you cannot use the SDKs for adding rows via the API with multi-select contact columns (i.e. Bridge), the following body payload syntax is correct for posting new rows to a sheet. [ { "cells": [ { "columnId": 4532552246972292, "value":…
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Keeping Separators in Numbers When Joining / Concatenating
I have had quite a few use cases where I needed to use a formula to calculate an amount or amounts then join that amount into a text string, but when you do that, you lose your separators. If you want dollars, you also end up with no cents or single digit cents which can look a little wonky. The below formulas can…
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If are unable to login to Community due to Human Verification Failing (Cloudflare)
In our corporate environment on VPN, we cannot log into the Smartsheet Community Platform/Community Forums because the "Verifying that you are human" step fails. We get stuck on that screen indefinitely and I PROMISE I'm not a robot ;) (wink wink) If you're reading this and it happens to you, do this to get around it: Only…
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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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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…
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How to explain Smartsheet?!
Please check this video it can help you to position Smartsheet in your company all credits to . Cicero. The video is generated with GoogleNotebook its awesome i think. We explore why thousands of organizations trust Smartsheet to manage work smarter, not harder. 💡 Key Takeaways: Smartsheet goes beyond spreadsheets it…
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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.…