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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…

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Other Best Practices

How to bulk create cross sheet references using Python and Smartsheet API
Hello, This post provides a solution for quickly adding cross sheet references to a large number of sheets. The cross sheet reference refers to a single column. Caution The API code can update any sheet where you have permission to create cross sheet references. There is no way to automatically remove or edit cross sheet…
Power Automate - Post Attachments to Row/Sheet
Hello everyone! I spent WAY to long looking for this answer so I thought I would share it with the Community in hopes of helping someone else. Problem: Adding attachments to rows/sheet is not possible through the standard SmartSheet Connector Solution: This can only be done by creating a Custom Connector. It CANNOT be done…
Script in Python to download all PDF attachments in a Sheet
Hi Guys, Created a basic script to download all PDFs from a sheet. Use case: I use Document Builder to create documents from field inspections. However, we need to store these in sharepoint for redundancy. This script basically pulls all "PDFs" so you can then migrate them where you need to. I don't want to pay an…

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