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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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Using a nested IF to determine a range
Here's a little tid-bit I just figured out today... You can use a nested IF statement to output ranges/cross sheet references that are to be evaluated. The particular use case that led to this was an INDEX/MATCH where we wanted to INDEX on a single date column, but MATCH on one of 4 different columns depending on an Asset…
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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…
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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…
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Getting list of archived projects from Resource Management
Here is how you can currently get a list of archived projects from Resource Management. This solution does not explore Bridge or integrations using API. Resource Management does not allow you to export the archive status or archive date of a project This should be fixed. This could be possible this is possible through…
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Use Javascript in Bridge to efficiently import data from an API
Hi all - I'm excited to share a custom Javascript solution with my fellow Bridge users. I am not a Jscript coder - all credit for this goes to the awesome @Nathan Lloyd at Smartsheet - Large Enterprise Technical Sales Engineer, who gave me the basis for this script at ENGAGE 2022. Thank you Nathan! In this thread I'll…
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Copying Rows and their attachments work around
Currently Smartsheet doesn't have the ability to copy rows including their attachments. I've found a workaround that is much quicker than uploading all the attachments individually on other rows. This is especially useful if you have MANY rows that you need to copy including their attachments. Save your sheet as a new…
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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…
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Lock or Store Date/Value Solution without using Zapier
Hi 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 sheet and get the created date/other value and then use the VLOOKUP/INDEX/MATCH to get it…
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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…
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Poor Man's Datamesh
Prior to getting Datamesh, I devised a solution to transfer data from one page to another, without having matching columns. This process uses an intermediary sheet. It's kind of a pain to set up, but it works well and requires little to no maintenance. I still find some very small use cases where this comes in handy.…
