How to save a formular if i export the table to an excel file?
Is there a way how to save or export a formular, so that i can reimport the (excel) file for an oncomming use?
Answers
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Paul Newcome ✭✭✭✭✭✭If you add an apostrophe at the beginning of the formula (before the = sign), it will display the formula itself. Then you can export to excel, and when it imports, the apostrophe will be dropped and the formula will run.
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Hi Paul.
Thank you for your replay and the trick. I understood what you mean, but probably i mixed up some terms here.
I would need to know how i can backup / save a form (not formula) which had been created to let others fill in the table according to the rules made within that form.
sorry for the wrong wording here…
Markus
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Paul Newcome ✭✭✭✭✭✭
I am not aware of a way to back up a form itself.
One option would be to add in a column that can be hidden later. In this column you would specify the details of the form including which fields are shown and notes regarding those fields such as dropdown vs radio buttons, required, hidden, default value, etc. You could also include notes regarding the form options such as new entries going to the top or bottom of the page, customized confirmation message, etc.
If you are not using the Sheet Summary fields, you can also use this section for your notes and it will be included in an extra tab in the Excel Workbook.
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Hello Paul.
Thank you very much for your replay.
Since I am just the IT guy – i have not created those tables and forms – it would be very handy to have a one - button - click solution
But i will have a look into the tables with the forms and check both of your ideas with extra columns or using the summary fields.
Nice Greetings. Markus
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Andrée Starå ✭✭✭✭✭✭Hi Markus,@zooom_for_RBX
Another option could be to print(save as PDF) rows from the sheet. That will include the column headers and cells from those rows..
Make sense?
Would that work/help?
I hope that helps!
Have a fantastic week!
Best,
Andrée Starå
Workflow Consultant / CEO @WORK BOLD
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå| Workflow Consultant / CEO @WORK BOLD
W:www.workbold.com| E:[email protected]| P: +46 (0) - 72 - 510 99 35
Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.
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Hello Andrée.
Thank you for your idea. That's not what i was searching for.
My solution right now:
Open the forms overview and open the preview of each single form. Create a screenshot, so i can simply do the same layout and use the same columns in the oncoming event.
Greetings from Markus
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Andrée Starå ✭✭✭✭✭✭
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå| Workflow Consultant / CEO @WORK BOLD
W:www.workbold.com| E:[email protected]| P: +46 (0) - 72 - 510 99 35
Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.
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Replace [Employee] if your column has a difference name. This will essentially generate a list of distinct entries and then count them.<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":322,"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions","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"}]},{"discussionID":109307,"type":"question","name":"Show approval status based on # of approvals vs. denials","excerpt":"I'm looking for a formula that will show \"Yes\", \"Hold\", or \"No\" based on # of approvals. There are 6 total approvals needed, if all 6 approve, then the Approved column would show \"Yes\". If there is 1 or more denials, then the Approved column would show \"No\". If the total of the columns don't equal to 6, then the Approved…","snippet":"I'm looking for a formula that will show \"Yes\", \"Hold\", or \"No\" based on # of approvals. There are 6 total approvals needed, if all 6 approve, then the Approved column would show…","categoryID":322,"dateInserted":"2023-08-22T21:20:12+00:00","dateUpdated":null,"dateLastComment":"2023-08-22T22:04:40+00:00","insertUserID":96646,"insertUser":{"userID":96646,"name":"@SPark","url":"https:\/\/community.smartsheet.com\/profile\/%40SPark","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!co_Wh_2S-n4!ZAPZGbmgZrw!TRZYwfjvFdi","dateLastActive":"2023-08-22T22:57:22+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭"},"updateUserID":null,"lastUserID":96646,"lastUser":{"userID":96646,"name":"@SPark","url":"https:\/\/community.smartsheet.com\/profile\/%40SPark","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!co_Wh_2S-n4!ZAPZGbmgZrw!TRZYwfjvFdi","dateLastActive":"2023-08-22T22:57:22+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":2,"countViews":28,"score":null,"hot":3385482292,"url":"https:\/\/community.smartsheet.com\/discussion\/109307\/show-approval-status-based-on-of-approvals-vs-denials","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/109307\/show-approval-status-based-on-of-approvals-vs-denials","format":"Rich","lastPost":{"discussionID":109307,"commentID":392022,"name":"Re: Show approval status based on # of approvals vs. denials","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/392022#Comment_392022","dateInserted":"2023-08-22T22:04:40+00:00","insertUserID":96646,"insertUser":{"userID":96646,"name":"@SPark","url":"https:\/\/community.smartsheet.com\/profile\/%40SPark","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!co_Wh_2S-n4!ZAPZGbmgZrw!TRZYwfjvFdi","dateLastActive":"2023-08-22T22:57:22+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":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions"}],"groupID":null,"statusID":3,"image":{"url":"https:\/\/us.v-cdn.net\/6031209\/uploads\/AJ5OBZXXQRAU\/2820-29-intake-smartsheet-com-2023-08-22-14-16-38.png","urlSrcSet":{"10":"","300":"","800":"","1200":"","1600":""},"alt":"(20) Intake - Smartsheet.com 2023-08-22 14-16-38.png"},"attributes":{"question":{"status":"accepted","dateAccepted":"2023-08-22T22:04:29+00:00","dateAnswered":"2023-08-22T21:36:22+00:00","acceptedAnswers":[{"commentID":392011,"body":"
Something like this: =IF([Approval Count]@row = 6, \"Yes\", IF([Denied Count]@row >= 1, \"No\", \"Hold\"))<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":322,"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions","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":109287,"type":"question","name":"Formula help","excerpt":"=IF([WD Schematic End]@row = \"n\/a\", 0, IF([WD Schematic End]@row > [STR Schematic End]@row, 1, 0)) Above formula meant to trigger a red flag if the WD & STR Schematic End dates do not match. The formula I wrote is pulling back 'invalid' ... I am missing something and cannot figure out what!","snippet":"=IF([WD Schematic End]@row = \"n\/a\", 0, IF([WD Schematic End]@row > [STR Schematic End]@row, 1, 0)) Above formula meant to trigger a red flag if the WD & STR Schematic End dates do…","categoryID":322,"dateInserted":"2023-08-22T17:45:32+00:00","dateUpdated":null,"dateLastComment":"2023-08-22T18:30:00+00:00","insertUserID":157887,"insertUser":{"userID":157887,"name":"holli.nunn","url":"https:\/\/community.smartsheet.com\/profile\/holli.nunn","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-08-22T18:29:36+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":157887,"lastUser":{"userID":157887,"name":"holli.nunn","url":"https:\/\/community.smartsheet.com\/profile\/holli.nunn","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-08-22T18:29:36+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":2,"countViews":26,"score":null,"hot":3385456532,"url":"https:\/\/community.smartsheet.com\/discussion\/109287\/formula-help","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/109287\/formula-help","format":"Rich","tagIDs":[254],"lastPost":{"discussionID":109287,"commentID":391947,"name":"Re: Formula help","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/391947#Comment_391947","dateInserted":"2023-08-22T18:30:00+00:00","insertUserID":157887,"insertUser":{"userID":157887,"name":"holli.nunn","url":"https:\/\/community.smartsheet.com\/profile\/holli.nunn","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-08-22T18:29:36+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":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions"}],"groupID":null,"statusID":3,"image":{"url":"https:\/\/us.v-cdn.net\/6031209\/uploads\/DLAV2H53BW86\/image.png","urlSrcSet":{"10":"","300":"","800":"","1200":"","1600":""},"alt":"image.png"},"attributes":{"question":{"status":"accepted","dateAccepted":"2023-08-22T18:29:34+00:00","dateAnswered":"2023-08-22T18:25:02+00:00","acceptedAnswers":[{"commentID":391943,"body":"
Give this a try:<\/p>
=IF([WD Schematic End]@row = \"n\/a\", 0, IF([WD Schematic End]@row <> [STR Schematic End]@row, 1, 0))<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":322,"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions","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=322&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":10000,"limit":3},"title":"Trending in Formulas and Functions ","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">
