An Alternative to Nested IF’s

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An Alternative to Nested IF’s Warning: It takes longer to explain the problem than it does to explain the solution. One of the common issues raised on the Smartsheet Community is problems dealing with NESTED IF’s. NESTED IF are a series of IF statements that are chained (nested) together. These are allowed and occur becauseRead more

Smartsheet: A Different (Maybe Even Better) Send Row

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Anyone that uses Smartsheet should probably know that the user can send a row with a few clicks of the mouse and some typing. This will send the chosen user(s) an e-mail copy of the row(s). The e-mail provides a convenient link back to the sheet that contains the row. Unlike some of Smartsheet’s otherRead more

Forcing TODAY() refresh in Smartsheet

Because Smartsheet and other spreadsheets lend themselves to being used as task lists, a common request on the Smartsheet Community is how to “create recurring tasks in Smartsheet”. While on the surface, this seems to be a simple question, it isn’t. The answer isn’t simple either. We aren’t going to cover that bigger question here. OneRead more

Smartsheet: Stop Alerting me! The task is complete!

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UPDATE 2017-03-23: Smartsheet release yesterday (2017-03-22) may have made this work-around moo. I hope so, but won’t know for sure until I have updated a bunch of sheets. If you find something that still requires this work-around, let me know. Smartsheet has two types of Alerts: Notifications and Reminders. A common request is how toRead more

Smartsheet: Referencing a cell that doesn’t exist yet

When I saw the post on the Smartsheet Community, I didn’t think there was an answer. The question (paraphrased) was: How do I reference a cell that does not exist yet? The use case is a sheet is populated via a WebForm and adds new rows to the sheet at the top. A certain columnRead more

Smartsheet: Fixed date upon completion

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One of the FAQ’s in the Smartsheet Community is a asking for a way to have a “Completion Date” cell be updated automatically when a user sets a status to ‘completed’, a percent complete to 100%, checking a “Done” checkbox, or dozens of other ways a task can be marked as finished. For example, a userRead more

Smartsheet: Budget month starts on a particular day

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Despite (or because of) being active on the Smartsheet Community (when I have time),  occasionally I get emails to one of the several emails I have added to my profile there. Here’s one I got recently. Hi Craig,  Can you please help me figure out a formula for this situation: I have a ‘Start Date’ columnRead more

Smartsheet: Looking for #REF

The #REF error appears when Smartsheet gets confused. This shows up in the Predecessor column. The most likely cause is a row deletion. When this happens, the dependencies in the project sheet may no longer be accurate. You can find the #REF  errors easily using the Search feature I sometimes forget to check – or the #REF showsRead more

To Automate or Not to Automate, that is the Question

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Apologies to the Bard. New Stuff Yesterday (May 7, 2016), Smartsheet and Zapier rolled out an update. Go here for Smartsheet’s release notes and while I couldn’t find a page for Zapier’s release notes (looks like they blog them), their documentation has been updated too. In all fairness, I’ve been lukewarm to Zapier. I have a free accountRead more