Auto Sort Smartsheet

Cory Griffis
Cory Griffis ✭✭✭✭✭
edited 08/15/22 inSmartsheet Basics

I've seen a few threads about this already, but none seem to have an acceptable solution. My particular use case is this:


We have a Master Schedule sheet with over 100 active projects (this sheet is updated by various project managers). Every Monday morning we open this sheet and review all projects that match a particular filter I've set up. There are also various other filters that help review the projects by department, project manager, etc.


Here's the problem:


There appears to be no way to automatically sort the sheet when a new project is added, which could cause huge problems during our company wide meeting if rows are not sorted at the beginning of every meeting.

It seems everyone is recommending using a report instead of the source sheet, so the data is automatically sorted. While I could accept having to add new projects in one sheet while reviewing data in a report, I cannot accept losing the ability to then filter the data. I would have to create a separate report for each filter I currently have set up. This would be far too cumbersome, for something that could easily be done with a single Google Sheet.


I cannot understand why auto-sorting is not an option in Smartsheet, but I would love to hear any solutions you may have for this particular situation. I've tried Zapier, but I don't see a way to sort a sheet based on a trigger.

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@Kimberley O<\/a> <\/p>

An COUNTIFS Statement is what you are looking for.<\/p>

=COUNTIFS([Test passed?]:[Test passed?], =\"//www.santa-greenland.com/community/discussion/65263/\", [Check if customer cancelled or was no-show]:[Check if customer cancelled or was no-show], =1)<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":321,"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[]},{"discussionID":109280,"type":"question","name":"What happened to the Solution Panel icon?","excerpt":"A week or so ago, I saw the new Solution Panel icon and found it so helpful. Last week, it was gone and I found a thread somewhere that said it should be back online 8\/21. However, it's still not there and I can't find the thread to check on updates. When will that feature be available again?","snippet":"A week or so ago, I saw the new Solution Panel icon and found it so helpful. Last week, it was gone and I found a thread somewhere that said it should be back online 8\/21.…","categoryID":321,"dateInserted":"2023-08-22T16:10:43+00:00","dateUpdated":null,"dateLastComment":"2023-08-22T16:48:34+00:00","insertUserID":165485,"insertUser":{"userID":165485,"name":"Nikki R.","title":"Project Manager","url":"https:\/\/community.smartsheet.com\/profile\/Nikki%20R.","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!nzjWX6mhAKQ!iVdXotG08bw!7wqUQE6aMh9","dateLastActive":"2023-08-22T16:42:09+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":8888,"lastUser":{"userID":8888,"name":"Andrée Starå","title":"Smartsheet Expert Consultant & Partner | Workflow Consultant \/ CEO @ WORK BOLD","url":"https:\/\/community.smartsheet.com\/profile\/Andr%C3%A9e%20Star%C3%A5","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/0PAU3GBYQLBT\/nXWM7QXGD6464.jpg","dateLastActive":"2023-08-22T19:33:12+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":3,"countViews":24,"score":null,"hot":3385445357,"url":"https:\/\/community.smartsheet.com\/discussion\/109280\/what-happened-to-the-solution-panel-icon","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/109280\/what-happened-to-the-solution-panel-icon","format":"Rich","lastPost":{"discussionID":109280,"commentID":391904,"name":"Re: What happened to the Solution Panel icon?","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/391904#Comment_391904","dateInserted":"2023-08-22T16:48:34+00:00","insertUserID":8888,"insertUser":{"userID":8888,"name":"Andrée Starå","title":"Smartsheet Expert Consultant & Partner | Workflow Consultant \/ CEO @ WORK BOLD","url":"https:\/\/community.smartsheet.com\/profile\/Andr%C3%A9e%20Star%C3%A5","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/0PAU3GBYQLBT\/nXWM7QXGD6464.jpg","dateLastActive":"2023-08-22T19:33:12+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Get Help","url":"https:\/\/community.smartsheet.com\/categories\/get-help"},{"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-08-22T16:42:20+00:00","dateAnswered":"2023-08-22T16:34:12+00:00","acceptedAnswers":[{"commentID":391895,"body":"

\n \n https:\/\/community.smartsheet.com\/discussion\/109280\/what-happened-to-the-solution-panel-icon\n <\/a>\n<\/div>\n

Hi, <\/p>

I hope you're well and safe!<\/p>

They slowed down the rollout, but it's coming.<\/p>

I hope that helps!<\/p>

Be safe, and have a fantastic week!<\/p>

Best,<\/p>

Andrée Starå<\/strong><\/a> | Workflow Consultant \/ CEO @ WORK BOLD<\/strong><\/a><\/p>

✅Did my post(s) help or answer your question or solve your problem? Please support the Community by <\/em>marking it Insightful\/Vote Up, Awesome, or\/and as the accepted answer<\/em><\/strong>. It will make it easier for others to find a solution or help to answer!<\/em><\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":321,"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[]},{"discussionID":109273,"type":"question","name":"If there is no info in the second date column leave the formula cell empty or say \"incomplete\"","excerpt":"I can either get the calculation to work or I can get it to say Incomplete when the second date is empty. How do I get it to do both?","snippet":"I can either get the calculation to work or I can get it to say Incomplete when the second date is empty. How do I get it to do both?","categoryID":321,"dateInserted":"2023-08-22T15:32:56+00:00","dateUpdated":null,"dateLastComment":"2023-08-22T15:50:17+00:00","insertUserID":165479,"insertUser":{"userID":165479,"name":"Chris_Lloyd","url":"https:\/\/community.smartsheet.com\/profile\/Chris_Lloyd","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!BJPvQS46LfI!5FMteRIPY_o!hcfpPpI27mo","dateLastActive":"2023-08-22T15:49:25+00:00","banned":0,"punished":0,"private":true,"label":"✭"},"updateUserID":null,"lastUserID":165479,"lastUser":{"userID":165479,"name":"Chris_Lloyd","url":"https:\/\/community.smartsheet.com\/profile\/Chris_Lloyd","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!BJPvQS46LfI!5FMteRIPY_o!hcfpPpI27mo","dateLastActive":"2023-08-22T15:49:25+00:00","banned":0,"punished":0,"private":true,"label":"✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":2,"countViews":21,"score":null,"hot":3385438993,"url":"https:\/\/community.smartsheet.com\/discussion\/109273\/if-there-is-no-info-in-the-second-date-column-leave-the-formula-cell-empty-or-say-incomplete","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/109273\/if-there-is-no-info-in-the-second-date-column-leave-the-formula-cell-empty-or-say-incomplete","format":"Rich","tagIDs":[254],"lastPost":{"discussionID":109273,"commentID":391859,"name":"Re: If there is no info in the second date column leave the formula cell empty or say \"incomplete\"","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/391859#Comment_391859","dateInserted":"2023-08-22T15:50:17+00:00","insertUserID":165479,"insertUser":{"userID":165479,"name":"Chris_Lloyd","url":"https:\/\/community.smartsheet.com\/profile\/Chris_Lloyd","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!BJPvQS46LfI!5FMteRIPY_o!hcfpPpI27mo","dateLastActive":"2023-08-22T15:49:25+00:00","banned":0,"punished":0,"private":true,"label":"✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Get Help","url":"https:\/\/community.smartsheet.com\/categories\/get-help"},{"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B"}],"groupID":null,"statusID":3,"image":{"url":"https:\/\/us.v-cdn.net\/6031209\/uploads\/0RVDWZJTQ4LD\/smartsheet.png","urlSrcSet":{"10":"","300":"","800":"","1200":"","1600":""},"alt":"Smartsheet.png"},"attributes":{"question":{"status":"accepted","dateAccepted":"2023-08-22T15:50:00+00:00","dateAnswered":"2023-08-22T15:48:37+00:00","acceptedAnswers":[{"commentID":391857,"body":"

I think this will do what you are looking for:<\/p>

=IF(ISDATE([ASSMT DATE]@row), IF(ISDATE([AUTH'D DATE]@row), [AUTH'D DATE]@row - [ASSMT DATE]@row, \"Incomplete\"))<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":321,"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[{"tagID":254,"urlcode":"Formulas","name":"Formulas"}]}],"initialPaging":{"nextURL":"https:\/\/community.smartsheet.com\/api\/v2\/discussions?page=2&categoryID=321&includeChildCategories=1&type%5B0%5D=Question&excludeHiddenCategories=1&sort=-hot&limit=3&expand%5B0%5D=all&expand%5B1%5D=-body&expand%5B2%5D=insertUser&expand%5B3%5D=lastUser&status=accepted","prevURL":null,"currentPage":1,"total":4972,"limit":3},"title":"Trending in Smartsheet Basics","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">

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