Best Practice

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

Discussion List

  • 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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    1K views 8 comments Most recent by Trish A
  • 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…
    758 7
    758 views 7 comments Most recent by Paul Newcome
  • 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?
    2779 12
    Answered ✓ 2.8K 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 …
    368 5
    368 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…
    137 0
    137 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…
    909 7
    909 views 7 comments Most recent by Tanner Polzin
  • Using a nested IF to determine a range
    In Best Practice
    Here's a little tid-bit I just figured out today... You can use a nested IF statement to output ranges/cross sheet references that are to be evaluated. The particular use case that led to this was an INDEX/MATCH where we wanted to INDEX o…
    120 6
    120 views 6 comments Most recent by L_123
  • Tips & Tricks for the new experience
    In Best Practice
    Hi everyone, I hope you're well and safe! I thought it would be a good idea to start a thread with tips & tricks for the new experience. Here's my first one, and it's a big one, IMHO. Full-Screen View Have you found any? I hope th…
    197 0
    197 views 0 comments Started by Andrée Starå