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Save for Later Option in Forms
I don't believe there is a save for later option in forms. I hope I am wrong! :) What is the best way to allow for multiple people to update information in a form? I really don't want to create 4 forms based on the team in the organization that will need to fill it out. Am I missing any better alternatives?
Meet Aaron Manley, our November Member Spotlight! 🎉
Clear your throat, take a deep breath, and yell CONGRATS! as loud as you can because @Aaron Manley is our November Member Spotlight! Aaron is a Community Champion, recent ENGAGE Template Contest winner, and an all-around awesome guy. Aaron lives in Tulsa, Oklahoma in the United States, and is an Engineer III at Williams.…
Add data to Smartsheet by connecting to any API
I built a Smartsheet App called API Retriever that allows you to connect to any API, pull your data, and import it into your sheets. Check it out at https://www.apiretriever.com I'm happy to assist if you need any help creating a request. Let me know if you have any feedback or need any assistance!
Advice on creating a sheet to track open, ongoing and closed action items from large meeting
Not sure if this is a question as much as a looking for inspiration. If you have a system for tracking action items from meetings, let me know what you have put together/found most helpful!
Meet Cherise Reguero, our October Member Spotlight! 🎉
Let's hear a big cheer for @Cherise Reguero, our October Member Spotlight! Cherise is a Smartsheet Community Rockstar and designed this year's Community ENGAGE sticker. A multi-hyphenate! As the Operations Manager at Alluvionic, Inc., Florida-based Cherise is a Smartsheet partner and builds solutions for clients. Recently,…
Tracking Certifications
I'm trying to create a smartsheet. To track employee certifications. There are a lot of employees. The employees should be able to see only their own certifications and update this information and not see everyone else's information. The supervisors should be able to see all of their employees certifications in one place.…
Meet Adam, Changer of ways
Hello everyone! Happy to be joining the community and already seeing how valuable this can really be. I went rogue and got a smartsheet subscription in April 2022 and my employer has already upgraded to Enterprise + Control Center. Looking forward to improving the way we work as we plan our roll-out. Cheers, Adam
Project Schedule/Milestone Tracking Solutions
Hi Everyone! Does anyone have a project schedule/milestone tracking solution to share? I'm trying to create a company wide solution to input/track schedules for multiple projects, multiple milestones within each project, and provide executive level visibility of the status of each project. Any good ideas would be…
Best Practice Help: new hire checklist
I'd like to use the smartsheet I'm creating as a new hire checklist, however, we don't have enough licenses for all new hires. Does anyone have a workaround to do this beyond exporting the sheet (it looses some features when this is done). Are you using smartsheets as a new hire checklist?
Indenting Text for Dashboard Exports
Hey Smartsheet Community! I am posting this in response to the Engage Product Vision sessions that Ben Canning hosted, where there was some talk about someday exporting dashboard content other mediums such as PDF, Powerpoint, Google Slides, etc. In my company's change management journey we have been working hard to…

Best Practice

Work Breakdown Structure (WBS) - Column Formula Configuration
Hello Everyone, Recently myself and two fellow Smartsheet Sales Engineers, @Lea Gikas and @Dave Stanley got together to create a WBS solution powered by Column Formulas. We wanted to provide the resulting configuration to the community in case some may find it helpful in executing project management solutions, this…
Formulas for Calculating Time
I have decided to create a post that consolidates all of the different time based solutions that I have put together. Some of these solutions can be made more efficient or condensed into fewer but larger formulas. I am still going through these working on making them more efficient and tweaking them, but all of them have…
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…
Quick way to copy formulas across sheets I found
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 result, and doesn't offer the ability to just copy the formulas from one column in one…
Formula To Indicate A Task Is Ready Because Predecessors Are Complete [Solution]
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 works on rows with a single FS predecessor with no lag). Here is my full solution to…
Daily Update Solution without the need to open the sheet, use Zapier, or similar
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 helper column. (Date). We can call it Today Helper and add a date before the current day.…
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:…
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…
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…
Use Javascript in Bridge to efficiently import data from an API
Hi all - I'm excited to share a custom Javascript solution with my fellow Bridge users. I am not a Jscript coder - all credit for this goes to the awesome @Nathan Lloyd at Smartsheet - Large Enterprise Technical Sales Engineer, who gave me the basis for this script at ENGAGE 2022. Thank you Nathan! In this thread I'll…

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How to access Core App Path Self-Paced eLearning courses?
I'm a licensed user and preparing for the Core Product Certification Exam (which I have purchased). I prefer the "Core App Path Self-Paced eLearning" as a guided preparation (versus this) but only 1 "welcome" course is showing up on my end: After completing this course, I clicked "next course" and got this notification:…
December Question of the Month 💭 Join the conversation and receive a badge
Can you believe it’s the last month of 2023? 🤯 During this year, you were busy with so many things — work and personal projects, spending time with friends and family, pursuing your goals and passions, while also finding space to rest and grow. You’re truly the definition of peak humans. That’s why now we invite you to…
New Early Adopter! - Kayla Crosby
Good Morning! Now that I have joined the Smartsheet Early Adopter program, I am very excited to connect with follow Early Adopters and talk formula's, dashboards, reports, and all other things Smartsheet. I am originally from the state of Connecticut up in the Northeast, but I now reside in Orlando, FL and work for Loews…

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