General Questions

Manzi

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

hollyconradsmith

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.

Manzi

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

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

Manzi

Amazing! that worked perfectly.

Thank you so much! I truly appreciate it!