Best Practice

Learn best practices, tips and tricks, and more from fellow Community members!

Discussion List

  • New Community Category: Best Practice
    In 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 practi…
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    Announcement 223 views 6 comments Most recent by Genevieve P.
  • Work Breakdown Structure (WBS) - Column Formula Configuration
    In Best Practice
    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…
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    1.2K views 11 comments Most recent by Brian Cunningham
  • SUCCESSORS Testing
    In Best Practice
    I have seen in the past quite a few people asking how we can leverage predecessors for alerts so that when (for example) the preceding task is complete, a notification goes out automatically to the owner of the next task letting them know …
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    143 views 7 comments Most recent by Paul Newcome
  • Working with Symbol Formulas
    In Best Practice
    Hello Smartsheet Community! As our Community grows, I am starting to see some trends about features and workarounds users want to learn more about. For these topics, I am starting a new series of announcements. In this series, I will write…
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    14.6K views 19 comments Most recent by Andrée Starå
  • Lock or Store Date/Value Solution without using Zapier
    In Best Practice
    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 shee…
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    3.7K views 28 comments Most recent by Andrée Starå
  • Formulas for Calculating Time
    In Best Practice
    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 …
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    11.1K views 131 comments Most recent by Paul Newcome
  • Quick way to copy formulas across sheets I found
    In Best Practice
    Problem: I had the need to copy a list of 26 formulas to 56 sheets maintaining the formulas for each sheet. to increase the data collection across the sheets. All sheets have the same column names. Smartsheet defaults to saving the end res…
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    672 views 8 comments Most recent by Trish A
  • @row referencing cell above
    In Best Practice
    Is there a way that I can use @row to reference the cell above? I'm creating a formula to check for duplicates and I want to compare details in the current row to the one above.
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    Accepted Answer 852 views 7 comments Most recent by LakeWaconia
  • INDEX and MATCH across two sheets: a detailed explanation
    In Best Practice
    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…
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    346 views 6 comments Most recent by Andrée Starå
  • Daily Update Solution without the need to open the sheet, use Zapier, or similar
    In Best Practice
    Hi everyone, Happy New Year! I hope you're well and safe! I've developed a way to use the newly released Record a date feature to update sheets with today's date automatically without the need to open it or similar. 1. Add a so-called hel…
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    506 views 7 comments Most recent by Paul Newcome
  • List of date formula I have used repeatedly
    In Best Practice
    Doing this so I have an ongoing list of functioning optimized formulas , keeping it in the community in case it helps someone else. Please feel free to comment with your own, but I'm keeping the most basic of the formulas out of this. Bel…
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    273 views 15 comments Most recent by L_123