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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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Can you use 2 match criterias in an index/match formula?
I am looking to structure an index and match formula, but it needs to match two columns of data and having some troubles. Is this possible or will I need to create a work-around with a Join function in another column?
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Sheet automation notification email tracking using a PowerAutomate Flow and Outlook
This post details how to track all sheet automation notifications emails. This solution is medium complexity and will likely require you to use an AI for some simple coding. Smartsheet allows users to automatically send email notifications from sheets. There are a few significant problems with these automated emails.…
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Scheduling automatic reminders for Proof reviewers
Here is a way to create reminders for Proof reviewers. This solution will: Send a reminder 5 days after the initial invite, if no one has responded to a Proof review request. Send a reminder 5 days after the last reminder, if no one has responded to a Proof review. Reset when a new Proof version is created. Some useful…
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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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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…
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Speedometer Chart: Core Product
I've noticed a few people asking for Speedometer Charts in Smartsheet, so I figured I would go ahead and publish this solution that I developed. It was some years ago, so there may be better ways and / or more efficient formulas, but this should at least help get everyone started… A few notes to kick things off… This…
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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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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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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…