-
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…
-
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,…
-
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…
-
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…
-
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…
-
Month Name written as Text for Today's Date
what function return month name from date "i.e =TEXT(MONTH(TODAY()),"MMM")"?
-
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),…
-
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…
-
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:…
-
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…
-
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…