Smartsheet: Bulleted Lists

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Today’s Tip (2018-08-22): Based on this Community Post Smartsheet does not have a rich text field and the user requested bullets.   Here’s a quick way to get the result. I wouldn’t use this very often, but I don’t need to use all of my work-arounds, though it helps.   I set up a secondRead more

Smartsheet: Sort by Parent (Ignore Children)

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Today’s Tip (2018-08-03): Based on this Community Post. The user wanted to sort a hierarchy, but only on the Parent Row. Here’s how: I created a column named [Sort Order]. I added this formula: =IF(COUNT(ANCESTORS()) = 0, [Primary Column]@row, COUNT(ANCESTORS())) to each cell. It checks if this is a Parent Row (COUNT(ANCESTORS()) = 0) andRead more

Smartsheet Tip: Release items from memory (Chrome)

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This tip refers to Smartsheet, Google Chrome, and Windows (I’m on Win 10 as I write this) I found this tip recently as I was trying to figure out which Chrome tabs, of the many  I had open, were causing my work (which I often do on the Internet) to slow down. I tend toRead more

Defaulting to A Date in a Smartsheet WebForm

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Smartsheet‘s Forms allow a date to be selected when building the Form. Unfortunately, that [Today] button only selects today’s date, not setting the default to whatever date the form is used. This has never really been a major problem for me. Once the form is submitted, I captured the row’s creation date, in effect capturing “today”. BasedRead more

Finding “Next” Task in Smartsheet

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Today I was trying to get some energy and motivation by perusing the  Smartsheet Community and I ran across a question that helped with those. I will paraphrase the problem: A main task has a series of sub-tasks. The user want to check the status of each sub-task and return the status of the first non-completed taskRead more

Smartsheet: Secure Your Sheets with X-Sheet References

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A Common Request One of the common requests I see on the Smartsheet Community and hear from my customers is how can we make the data more secure? “I want to share only certain data to my _____” (vendor/customer/peer/team member) Repeat after me: Smartsheet is not a relational database. But it is getting closer toRead more

Smartsheet: Set up Update Requests to increase workflow velocity

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A Semi-Random Walk from Problem to Solution Warning: The Owner of the Sheet for this solution requires a Business or Enterprise Smartsheet license. This solution started in an odd place. Looking back on it, it doesn’t  seem so odd but at the time, I didn’t know where I would end up. I had a largeRead more

Smartsheet: Find & Replace in Hidden Columns as Admin

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Sometimes, all it takes is a talking out the problem. Or in this case, submitting a Smartsheet Enhancement Request. I wanted to do a Find & Replace All on some text. This isn’t it: but it demonstrates the problem. As an Admin, I can’t Replace All in hidden columns. So I whined and complained andRead more

Smartsheet: Update Multiple Sheets

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Updating a Sheet with new functionality takes time. This is true, despite what your supervisor may think. Updating 10 Sheets with the same functionality? More time. This post won’t show how to eliminate all of the time, but it should save some. A Simple Example I have a Project Master Sheet (I avoid using Smartsheet’sRead more