Auto-numbering automation

Hello

I have a sheet, that uses numerical ranks to keep track of projects. These ranks are simple number assignments (i.e: 1, 1.1, 1.2, 2, etc.), that we use to determine the priority of the project. If a project changes priority, or we have a new project that comes in at a high priority we have to manually update the numerical rank.

Is there a known way to automate this, so any changes made to the sheet will automatically update the numerical rank to reflect the change in priority as projects are shifted around?

Answers

  • Ipshita
    Ipshita ✭✭✭✭✭✭

    Hello@Tbrooks

    Can you show an example from your sheet as to how your said sheet is determining the priority? Based on what you have stated here, since the ranking of the project is based on the priority, we'll need to create a relationship between the two columns using an IF statement. So that, the ranking is calculated on the logic of priority as -

    =IF((Priority)>="High", 1) and so on and so forth... where Priority is High, Medium, Low etc.

    Hope this helps,

    Cheers!

    Ipshita

    Ipshita Mukherjee

  • Thank you for the reply Ipshita. I'm attaching a quick screengrab of what I'm working with. My company uses "rank" to determine a tasks priority. Rank 1 tasks are the most important and so forth. As new tasks come in, we rank them; accordingly, and depending on the needs of the businesses we may see a rank 10 task, move up to rank 4 priorities (or vice versa).

    What I'm trying to solve for (hopefully with automation) is that whenever we have a new task (we'll manually type the initial rank) or a change in priority. We can update the rank and the rankings will update via automation to the new information. Does that make sense?

    image.png


  • Hollie Green
    Hollie Green ✭✭✭✭✭

    If I am understanding correctly

    1.1 would have the highest rank and highest priority

    1.2 would have the highest rank but next to highest priority

    If this is accurate you could do a column for rank input and a column for priority input that you would input the initial rank and priority and then update as needed. The formula below could go in your Rank column.

    =[Rank input]@row + "." + [Priority input]@row

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@Pamela Wagner<\/a> There's nothing in core Smartsheet. <\/p>

If you have a unique ID (like ticket number) that is in both sheets, you could use DataMesh if you have access to that or cross sheet formulas to pull in the data you want based on the matching unique ID.<\/p>

Otherwise, you'd have to use an Add-on. If you are interested in hearing about an add-on that can do this, send me a message at https:\/\/smartsheetguru.com\/contact<\/a><\/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":106845,"type":"question","name":"Count function","excerpt":"Hi I need help with a formula. I have a column that I want to count but only based on a values in a different column. I have tried the following formula but it's not working and I can't figure out what I am doing wrong. =countif([Test Script #]:[Test Script #], [Pass ?]:[Pass ?], <> \"N\/A\") The Test Script # column is the…","categoryID":322,"dateInserted":"2023-06-23T17:50:06+00:00","dateUpdated":null,"dateLastComment":"2023-06-23T19:30:43+00:00","insertUserID":127983,"insertUser":{"userID":127983,"name":"Carol-Anne Cerbone","url":"https:\/\/community.smartsheet.com\/profile\/Carol-Anne%20Cerbone","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!h1jY4Qxc4TY!prNYaQRZvvo!a6wiwaB2GsY","dateLastActive":"2023-06-23T19:29:42+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭"},"updateUserID":null,"lastUserID":127983,"lastUser":{"userID":127983,"name":"Carol-Anne Cerbone","url":"https:\/\/community.smartsheet.com\/profile\/Carol-Anne%20Cerbone","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!h1jY4Qxc4TY!prNYaQRZvvo!a6wiwaB2GsY","dateLastActive":"2023-06-23T19:29:42+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":8,"countViews":54,"score":null,"hot":3375096049,"url":"https:\/\/community.smartsheet.com\/discussion\/106845\/count-function","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/106845\/count-function","format":"Rich","tagIDs":[254],"lastPost":{"discussionID":106845,"commentID":382093,"name":"Re: Count function","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/382093#Comment_382093","dateInserted":"2023-06-23T19:30:43+00:00","insertUserID":127983,"insertUser":{"userID":127983,"name":"Carol-Anne Cerbone","url":"https:\/\/community.smartsheet.com\/profile\/Carol-Anne%20Cerbone","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!h1jY4Qxc4TY!prNYaQRZvvo!a6wiwaB2GsY","dateLastActive":"2023-06-23T19:29:42+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-06-23T19:30:46+00:00","dateAnswered":"2023-06-23T19:28:59+00:00","acceptedAnswers":[{"commentID":382092,"body":"

@Carol-Anne Cerbone<\/a> <\/p>

How about this?<\/p>

=COUNT([Test Script #]:[Test Script #]) - COUNTIF([Pass?]:[Pass?], =\"N\/A\")<\/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":106844,"type":"question","name":"Avg number of selections per condition","excerpt":"Hi there, I need some help. I'm trying to calculate the avg number of issues per condition in our master tracker. The issues are in a multi-value cell {Rev Rec Master Tracker Range 1} while the condition is a single-value cell in {Rev Rec Master Tracker Range 2} with values either as \"Backlog\" or \"Net New\". I'd like to…","categoryID":322,"dateInserted":"2023-06-23T17:36:11+00:00","dateUpdated":null,"dateLastComment":"2023-06-23T18:36:10+00:00","insertUserID":162710,"insertUser":{"userID":162710,"name":"Leah Schmid","url":"https:\/\/community.smartsheet.com\/profile\/Leah%20Schmid","photoUrl":"https:\/\/lh3.googleusercontent.com\/a\/AAcHTtenj_SBCEO-5DL1Uq6fCj1Eudu-GWv5LWQWq-DX-A=s96-c","dateLastActive":"2023-06-23T19:56:32+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":162710,"lastUser":{"userID":162710,"name":"Leah Schmid","url":"https:\/\/community.smartsheet.com\/profile\/Leah%20Schmid","photoUrl":"https:\/\/lh3.googleusercontent.com\/a\/AAcHTtenj_SBCEO-5DL1Uq6fCj1Eudu-GWv5LWQWq-DX-A=s96-c","dateLastActive":"2023-06-23T19:56:32+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":4,"countViews":42,"score":null,"hot":3375089541,"url":"https:\/\/community.smartsheet.com\/discussion\/106844\/avg-number-of-selections-per-condition","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/106844\/avg-number-of-selections-per-condition","format":"Rich","tagIDs":[254],"lastPost":{"discussionID":106844,"commentID":382062,"name":"Re: Avg number of selections per condition","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/382062#Comment_382062","dateInserted":"2023-06-23T18:36:10+00:00","insertUserID":162710,"insertUser":{"userID":162710,"name":"Leah Schmid","url":"https:\/\/community.smartsheet.com\/profile\/Leah%20Schmid","photoUrl":"https:\/\/lh3.googleusercontent.com\/a\/AAcHTtenj_SBCEO-5DL1Uq6fCj1Eudu-GWv5LWQWq-DX-A=s96-c","dateLastActive":"2023-06-23T19:56:32+00:00","banned":0,"punished":0,"private":false,"label":"✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-06-23T18:35:49+00:00","dateAnswered":"2023-06-23T18:26:57+00:00","acceptedAnswers":[{"commentID":382060,"body":"

So for \"Backlog\" you would want it to count 3 Action Plan Notes and then divide by 2 \"Backlog\" entries? If so, try this:<\/p>

=COUNTM(COLLECT({Action Plan Notes}, {RR Type}, @cell = \"Backlog\")) \/ COUNTIFS({RR Type}, @cell = \"Backlog\")<\/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":[]}">

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