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 178 views 6 comments Most recent by Genevieve P.
  • 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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    478 views 7 comments Most recent by L_123
  • 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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    8.7K views 113 comments Most recent by jagullic
  • 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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    763 views 10 comments Most recent by Lea Gikas
  • 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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    3K views 26 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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    314 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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    224 views 15 comments Most recent by L_123
  • Can you use 2 match criterias in an index/match formula?
    In Best Practice
    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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    Accepted Answer 1.1K views 12 comments Most recent by Paul Newcome
  • For Every one want to have More color symbol for health Status column.
    In Best Practice
    Dear Community Memebers, I saw many equations asking to have More color symbol for health Status column, so i added this post to be a simple reference to solve this issue and with your help and comments we can develop it to match the most …
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    169 views 5 comments Most recent by Suresh Seetharaman
  • Using Forms & Automation to Drive Leads
    In Best Practice
    Good afternoon Smartsheet Community, We use Smartsheet Forms sometimes for some client contact forms to track real estate or other sales leads. We found it helps to use Forms and Automations to make it super easy to contact potential clien…
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    83 views 0 comments Started by Nick Burrus
  • Formula To Indicate A Task Is Ready Because Predecessors Are Complete [Solution]
    In Best Practice
    I have seen many posts about people wanting the ability to indicate a particular task/row is ready to begin because all of the predecessors are complete (many of them archived). All of the proposed solutions had short comings (e.g. only wo…
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    374 views 7 comments Most recent by Tanner Polzin