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Hi the Smartsheet community.


I am new to smartsheet and have a couple of newbie questions:

Question 1: I want to create a report based on my project critical path. Can I create a report that shows the last uploaded documents?

Question 2: Is there the possibility to only allow a task to be completed once a document has been uploaded and there after completed.

Question 3: I created a template for my critical path that will be used for several projects. Each of my projects will have different participants. Therefore I wanted to create one master contact list and have insert a vlookup formula to look for the right task owner on that master contact list. But for some reason it does not automatically update. Am I doing it wrong or is it not possible to do so on smartsheet?


Thank you in advance.


Mina

Answers

  • hollyconradsmith
    hollyconradsmith ✭✭✭✭
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    Hi @Manzi ,

    The CRITICAL function could be used to check a checkbox in the sheet. A report could then filter to only critical path items. Alternatively, you could manually check a checkbox for the same effect if you are not using a project template.

    Question 2, there is not a way that I know of (it's something we would want to use, too).

    Question 3: We implemented this using Index(collect( ). We have a role name IE "Project manager" in the project sheet. We then have project-specific "responsibility" sheets that the schedule "assigned to" column pulls from.

    Holly Conrad Smith

    Director of Technology & Innovation 💡 at Streamline

    CliftonStrengths Top 5: Deliberative, Restorative, Achiever, Consistency, Harmony

  • Manzi
    Manzi ✭✭
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    Thank you so much @hollyconradsmith . I truly appreciate you helping me!

    All clear for question 1 and 2. For question 3, I am not able to make the formula work.

    The formula would therefore be the following: =Index(collect(reference to contact list- email address column, reference to the contact list- title, reference to my column Owner), 0, 4)

    INDEX(COLLECT({Contact List Range 4}, {Contact List Range 4}, Owner@row), 0, 4)

    It shows as incorrect argument. What am I doing wrong?

  • hollyconradsmith
    hollyconradsmith ✭✭✭✭
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    Your formula appears to be pulling the same range for both. For index(collect, you use 2 different ranges.

    Format:

    Index(Collect({owner range}, {title range}, title@row), 1)

    Also best practice is to name your ranges from other sheets something recognizable rather than leaving the default name.

    https://help.smartsheet.com/articles/2476606-formulas-reference-data-from-other-sheets

    Holly Conrad Smith

    Director of Technology & Innovation 💡 at Streamline

    CliftonStrengths Top 5: Deliberative, Restorative, Achiever, Consistency, Harmony

  • Manzi
    Manzi ✭✭
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    Amazing! that worked perfectly.

    Thank you so much! I truly appreciate it!

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