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Best Practice

Review best practices, tips and tricks, and more from fellow Community members.

For Every one want to have More color symbol for health Status column.
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 of your wishes. the following screenshot shows the color reference you can use it in…
Using Forms & Automation to Drive Leads
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 clients in a timely manner. I broke it down step by step with video walkthroughs below:…
Using a nested IF to determine a range
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 on a single date column, but MATCH on one of 4 different columns depending on an Asset…

Other Best Practices

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…
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"…
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…