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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:…
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Use workflows to streamline your approval process
Suppose you work in a marketing department, and your team creates various types of content, such as blog posts, social media posts, and email newsletters. You want to establish a streamlined approval process to ensure that all content goes through the necessary stages before publication. Here's how you can set up a content…
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Using OR with the CONTAINS function (-or- How to Hack the CONTAINS Function)
This one comes up a lot, so I thought I would provide a few ways to solve it. The question is this: can I use the OR function in the CONTAINS function? For instances, you want to see if a cell contains "apple", "banana", or "orange". In short, you can't use OR in the CONTAINS function (TLDR: because OR provides binary…
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Fixing Form Submissions Not Appearing in your Sheet
Issue: Have you ever filled out a form and noticed that the submissions aren't showing up in the sheet where they should? This is a common problem, but there's a simple solution! Cause: This usually happens because rows with previous data in your sheet were cleared using the "backspace" key instead of using the "delete"…
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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…
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Smartsheet Dashboard Accessibility Color Themes
When designing Smartsheet dashboards, accessibility should be a top priority. This is when Smartsheet Dashboard Color Themes come to action! No more picking random colors or spending painstaking amounts of time making sure the colors you want to use actually work together. Now you can access 9 different color themes…
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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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Create a "This & Next Week Projects Report" in Smartsheet using RM advanced reporting
Hello, For a while now my teams have been missing a way to see their workload in the coming weeks. Taking screenshots of rm.smartsheet.com or giving them a licence to it are options, but it is either too manual or too costly for my taste. A more realistic alternative was to export reports from RM, reimport the files in…
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URL Query String and CHAR() Function Helper Sheet
Greetings all, Because I grew tired of spending an inordinate amount of time piecing together URL query strings, I've compiled all of the UTF-8 character codes (that I came across) into an easy to use reference sheet. I've also added in a column for the corresponding CHAR() function codes and conditionally formatted the…
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SUCCESSORS Testing
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 it is ready to start. The best approach to this was unfortunately parsing out the…
