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Best Practice

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

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

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"…
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…
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…