Відео

I meant the conversation tied to a row***

You're welcome! It doesn't, this is for pulling data points in, not the attachments/comments associated with that row. If needed, you can use the move/copy row which may work for your use case. - Ryan

Made my day!! Thank you. I’m glad it’s landing for you. -Ryan

You’ll need to divide it up. You can also use premium apps like data table, data shuttle and bridge to divide/filter for you too. -Ryan

None sorry - Ryan

You'll need to replace the "Tasks@row" in the first contains with @cell... =IF(COUNT(CHILDREN(Tasks@row)) > 0, IF(COUNTIFS(DESCENDANTS([End Date]@row), >=TODAY(), DESCENDANTS([End Date]@row), <=TODAY(30), DESCENDANTS(Tasks@row), CONTAINS("Decision", @cell)) > 0, 1, 0), IF(AND([End Date]@row >= TODAY(), [End Date]@row <= TODAY(30), CONTAINS("Decision", Tasks@row)), 1, 0)) Does that get what you were going after? BTW - I offer hourly formula help on my website as well if you need more. - Ryan

@@workflowcreative Wonderful, that worked! Thank you for the quick reply and tip about your website. I am sure I will be reaching out for more help. Thanks!

@@EmilyWyent Glad to hear it! - Ryan

So glad it helped! And thank you for the kind words. - Ryan

You bet -Ryan

1) Emojis!! 2) What is your current formula? -Ryan

@@workflowcreative Thanks. I am using your formula right now. I changed Start Date to End Date and Not Started to In Progress. However I do want to capture tasks that are not started and overdue. =IF(COUNT(CHILDREN([Task Name]@row)) > 0, IF(COUNTIFS(DESCENDANTS([End Date]@row), <TODAY(), DESCENDANTS(Status@row), "In Progress") > 0, 1, 0), IF(AND([End Date]@row < TODAY(), Status@row = "In Progress"), 1, 0))

@@vikramsharma9892 I added it in two places. Just delete the one you don't need... =IF(COUNT(CHILDREN([Task Name]@row)) > 0, IF(COUNTIFS(DESCENDANTS([Start Date]@row), <TODAY(), DESCENDANTS(Status@row), OR(@cell = "Not Started", @cell = "In Progress")) > 0, 1, 0), IF(AND([Start Date]@row < TODAY(), OR(Status@row = "Not Started", Status@row = "In Progress")), 1, 0))

@@workflowcreative This is perfect. Thank you very much for doing this. Love it.. and I am using it..

Thank you! Glad it helped. - Ryan

In core Smartsheet: Data flows from sheets to reports only; If you have the Smartsheet add-on called Data Mesh, you can use the report as the source, then send the data to your sheet. -Ryan

@@workflowcreative oh that's great!Do we have any of your demo videos which explain the process..that would be life saviour😍

@@artmonkeycreations123 I don't yet. Sorry

Thanks a lot 👍 appreciated

I have a Summary raw Data report hence unable to use data mesh. I cannot use the Row data report because it doesn't pull summary data.

Hi There. About a minute into the video, I display the filters. These may not work for you though if your data is different - Ryan

@@workflowcreative The filters show the initial filters - were there other filters you used once you created the hidden columns for the parent tasks? Using the initial filter still doesn't show the parent tasks with the new formulas. TIA for the help!

@@LyliGarcia-qu9qc Try removing all of your filters and see if you get the rows you want. Then slowly add filters to your report. - Ryan

Hi There. About a minute into the video, I display the filters. These may not work for you though if your data is different - Ryan

You Can! Just add your columns and criteria in the Collect function in the formula.

It can! You’ll need to add a column and make it an auto number type column. Then add an automation: when rows are added, send an alert to the contact in the submitter column. In the body, use {{}} and insert the auto row column name there. Like {{Row}} -Ryan

Sweet! Thanks for that! -Ryan

What’s up Jorge! You can add addresses and other details but if I understand what you’re asking, it’s probably not the best solution since the map doesn’t update automatically. You have to update it manually with every change. Maybe take a look at google looker studio maps. -Ryan

Glad it helped! -Ryan

With vlookup, your formula will break if a column is inserted in your range or someone moves your columns on your sheet. With index/match you specify both the lookup column and the results column. This way, they can move around the sheet as much as you need and the formula stays intact. -Ryan

Hi John, how are you getting the images/attachments on the sheet initially? Through a form or directly adding them to the rows?

No, via a third party app I developed where my trade workers are sending images back that land in to smartsheet. I was using Google's sheets where the images appear as a string file (eg dog walking.png) and the images are saved directly into Google drive. I was hoping smartsheet has a similar set up but from research I don't think this is possible unless you have any ideas around it? Thanks John

@@johnpearson7910 Got it. No. SS doesn’t expose image urls or keep the public urls for attachments for more than 30 days. It seems you’ve ran into a limitation for your use case. An alternative approach would be to use your app to store the files in Google, Dropbox, or box and just send the url to SS. -Ryan

Hi Darius. This is tough b/c you may have multiple people assigned to the tasks beneath the parent and reports do not play well with Multi-Contact columns. Otherwise, I would say have the parent collect the Assigned_To children. If they are all the same person, it would work. Alternatively, you can add a column that displays the parent on the same row as the child. It's not ideal, but it will would add some context to the task row for the viewer. - Ryan

you bet! glad you enjoyed it! - Ryan

You can! But anytime you add a column formula to a drop-down column, you lose the drop-down feature. What’s your scenario? - Ryan

Hi Terri! It's going to be a combo of an If statement and an ancestor function. Hard to say without seeing your data though. I saw you booked some time on my calendar for next week! I look forward to chatting and helping you with your formula. - Ryan

Thank you! I look forward to chatting.

Hi! Have to added all the proper columns? Is it bringing in any rows into your sheet? Maybe remove your filters one by one and see if that works. -Ryan

@@workflowcreative I am having the same issues and don’t have any filters on my sheet. The formula shows up in the cell but the result does not appear

@@christenuber5508 Go back through the video and be really meticulous. It's usually something small that's missing (like you're referencing a specific cell instead of a range, etc.). Otherwise, if you want to send me an email at Ryan@WorkflowCreative.com with some screenshots/video of your Smartsheet components, I can take a look for you. - Ryan

Glad it helped! The subscribe is worth it, for sure. - Ryan

Hi! What does your solution entail? 2 sheets? 1 column called “Status” on sheet1 and 1 column called “Status” on sheet2?

Ok then??

Then you would use the index match formula on sheet2 (like in the above video) with a “key” that connects the two sheets rows (a key is a column that holds unique values like SKU, product number, work order number, etc. ) That index match would update your status column in sheet2 based on the data in sheet1. Does that help?

Is there any way I can connect with you 1:1? @@workflowcreative

Whoop! Great way to start the weekend. 😊Thanks for letting me know and I’m glad it helped! -Ryan

Depends on your account type. You can’t have this with the standard accounts but if you have an enterprise account you can get an add-on called Data Shuttle where you can connect your excel sheet to Smartsheet and have it periodically get picked up. help.smartsheet.com/learning-track/integrations-and-add-ons/data-shuttle An alternative would be to put your data in a google sheet and use Zapier.com to connect the sheet with Smartsheet. Does that help? -Ryan

@@workflowcreative I'm really struggling with how to integrate smartsheet dashboards with existing process data being managed in Excel. I can't expect all stakeholders to adapt to Smartsheet, but don't want to be doing manual cut and paste. I'm also not a big fan of not having offline access to the smartsheet sheets. That's a big negative for me.

@@daveandanneatkinson1507 Unfortunately, I don't think this is something we can solve over comments. Did you want to jump on a no-charge 30 minute call to discuss this in more detail? Head over to my website WorkflowCreative.com and click the button at the top to book some time. I'm happy to help walk you through your options. - Ryan

Oh wow! So glad it helped. I know the feeling of struggling, so I'm just trying to help pass along the shortcuts :) - Ryan

I heard that! I do the same with new tools. Glad it helped though! - Ryan

100% agree! And you're welcome! :) Happy to help. - Ryan

Whoop! Glad to hear it helped! - Ryan

Hi Juan! Unfortunately, Smartsheet doesn’t have dynamic dashboards. Have a look at google looker studio and tableau. Alternatively you could hack something together on SS, but it’s not pretty. It involves the submission of a form (or dynamic view) on the dashboard. That submission then marks the rows of the data for you. You then refresh the dashboard and the rows are filtered for you. But that doesn’t sound like it’s an exact use case for your question. - Ryan

Hi there. You would do that on the sheet itself. At the top left, select "Automations". Then create an Alert automation. - Ryan

Happy to help! - Ryan

You are so welcome! Glad it helped! - Ryan

Happy to hear you found it useful! You're exactly right. Data Shuttle to google sheets, but you'll still need to manually import back to the map again. What else?.. All google products can be embedded on dashboards so data shuttle off to a google sheet then have chart/graphs etc auto update. You can also use looker studio to create interactive (filterable) charts/graphs and embed those as well.

Glad I could help Deepanshu. I appreciate your comment. Sometimes it feels like I’m shouting in the void. :)

Hi there. You would build your set of assets for each project, and put them (including your project plan) in a folder. Feel free to name it "PROJECT TEMPLATE". Then for each project that is approved, someone could receive a notification that they need to take an action. That action would be right clicking on the PROJECT TEMPLATE folder and selecting "Save As New".

Hey Chris, The web content widget isn’t available in the trial or individual version of Smartsheet. If you upgrade to the PRO plan, just remember that it limits you to 10 total widgets, but you do have access to the web content widget. -Ryan

@@workflowcreative Thanks.

integration has nothing to do with smartsheet .Is simply an embeded google maps in a smarsheet dash page .You have same result using a link embeded into another column .As long is static info don't see the point .insert the link from My maps into a column and have pretty much exactly same results .However .Thanks for sharing

Hi Shaukhi, If you have access to the premium app called Data Mesh, use that. If not...First you'll need a "key" between the two sheets. This could be a Property ID, an inventory number, a street address, etc. It needs to live on both sheets. Then, start building your index/match formulas like in the video for each of your columns on your second (Destination) sheet. You'll need to create a Cross Sheet Reference (right click, manage references) on your Destination sheet for each of your columns on your first (Source) sheet.

Unfortunately, no. Smartsheet does not keep a history of the automations/emails. If you are displaying the recipient's email in a contact column, you can get the emails from there, but it's still not a list of who actually received it.

@@workflowcreative thanks for the information

@@bhupindermoun6695 You're welcome! Happy to help - Ryan

Ashley, you're welcome! So glad to hear that someone found some use out of these vids. haha! Made my day.

Thanks! Glad you liked it. Let me know if I can help in any way.

Hi Ellyn, you can wrap your formula with IFERROR so =IFERROR( your entire formula goes here , "") Let me know if that's what you're looking for -Ryan