Log of user access to sheets

M. David
M. David ✭✭✭✭✭

In the Control Center, I create a group of files each time a new project is started. I am being asked to create a report/sheet/dashboard that shows the date of the last time the project manager viewed/edited the sheet. If successful, this will show information on 20-25 projects, so automating the solution as much as possible, is a plus. I've conducted some searches in the Community, but couldn't find a solution to this request. All help is appreciated.

Thanks.

Answers

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Hi Mark,

    To see when the Project Manager last edited can be done with a formula but to see when they viewed can't.

    It might be possible with Event Reporting Add-on. Is that an option?

    More info:


    Hope that helps!

    Have a fantastic weekend!

    Best,

    Andrée Starå

    Workflow Consultant / CEO @WORK BOLD

    work-bold

    Did my post help answer your question or solve your problem? Please help the Community bymarking it as the accepted answer。它会让别人更容易找到溶解tion or help to answer!

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  • M. David
    M. David ✭✭✭✭✭

    Hello,

    I think I could get by with showing when it was edited last. I looked into the Event Reporting, and it didn't seem like it would work for what I need. As for making the first option work, what would a formula look like for that? Thinking through it, there really should be an edit at least every 15 days. So if a formula showed that it hasn't been edited within the last 15 days, that would work. Would I then pull the data into a report?

    Thanks for your help with this.

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Happy to help!

    Try something like this.

    This will get you the latest date that the PM modified any rows.

    =MAX(COLLECT(Modified:Modified; [Modified By]:[Modified By];[email protected]))

    The same version but with the below changes for your and others convenience.

    =MAX(COLLECT(Modified:Modified, [Modified By]:[Modified By],[email protected]))

    Depending on your country you’ll need to exchange the comma to a period and the semi-colon to a comma.

    Did it work?

    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.

  • M. David
    M. David ✭✭✭✭✭

    This looks promising. I do have a few questions. Where do you see this going? Should it be in the Sheet Summary and then create a report of those data fields? I'm also confused by the "Modified" and "Modified By" sections of the formula. Does this look at the entire sheet in some cool way I am unaware of? There are several columns that it seems should play into this somehow and they are; Assigned To = the project manager, Start Date and End Date = fairly self explanatory. I guess the only other thing I have is that I would like it to check and make sure the modification it is checking for is by the PM. It may actually have changes because of cell-linking, but I want to ignore those. I want to see if the sheet has been changed specifically by the PM within the last X number of days.

    I hope that helps. I appreciate the help.

    Thanks.

  • M. David
    M. David ✭✭✭✭✭

    Andree,

    Wondering if you've seen my response above. Let me know if you have any questions. Thanks for the help with this.

    M. David

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    @M. David

    Please see my comments and more below.

    This looks promising. I do have a few questions. Where do you see this going? Should it be in the Sheet Summary and then create a report of those data fields?That depends on your process and structure.I'm also confused by the "Modified" and "Modified By" sections of the formula. Does this look at the entire sheet in some cool way I am unaware of?The modified and modified by (system columns) look at each row, andin我的前女友ample, I'm looking at the columns.There are several columns that it seems should play into this somehow and they are; Assigned To = the project manager, Start Date and End Date = fairly self explanatory. I guess the only other thing I have is that I would like it to check and make sure the modification it is checking for is by the PM. It may actually have changes because of cell-linking, but I want to ignore those. I want to see if the sheet has been changed specifically by the PM within the last X number of days.

    Can you maybe share the sheet(s)/copies of the sheet(s) or some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too,[email protected])

    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.

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    @M. David

    How did it go? Did you manage to get something set up?

    Have a fantastic weekend!

    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.

Hi @Sachiko Kagami<\/a>,<\/p>

The WORKDAY function is what you're after here.<\/p>

\n \n https:\/\/help.smartsheet.com\/function\/workday\n <\/a>\n<\/div>

In your case, I think the following should work:<\/p>

=COUNTIFS({Customer Escalation Region}, $Region@row, {Customer Escalation Request Reason}, \"Close Gap\", {Customer Escalation Request Date}, WORKDAY(TODAY(),-1)<\/p>

This will do the check for yesterday, skipping weekends. Public holidays aren't automatically in there, but you can add these as per the link.<\/p>

Hope this helps - if there are any issues then just post! 😊<\/span><\/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":106910,"type":"question","name":"Paid for ProSupport but can't access it","excerpt":"I upgraded my business plan to include pro support. However, there are no phone numbers listed under the Contact Us section. My only option is to file a support ticket. On 6\/5, I emailed Daniel Tiner, the sales rep who completed the purchase for me. I have not received a response. This is very frustrating as I paid for the…","categoryID":321,"dateInserted":"2023-06-26T17:57:45+00:00","dateUpdated":null,"dateLastComment":"2023-06-26T20:54:56+00:00","insertUserID":160597,"insertUser":{"userID":160597,"name":"Melydia Clewell","title":"System Admin","url":"https:\/\/community.smartsheet.com\/profile\/Melydia%20Clewell","photoUrl":"https:\/\/lh3.googleusercontent.com\/a-\/AOh14GiEHafKTTFY_CU4Fe2nykN67iSnlxIdPBnF0DMvfS4=s96-c","dateLastActive":"2023-06-26T20:53:23+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"updateUserID":null,"lastUserID":160597,"lastUser":{"userID":160597,"name":"Melydia Clewell","title":"System Admin","url":"https:\/\/community.smartsheet.com\/profile\/Melydia%20Clewell","photoUrl":"https:\/\/lh3.googleusercontent.com\/a-\/AOh14GiEHafKTTFY_CU4Fe2nykN67iSnlxIdPBnF0DMvfS4=s96-c","dateLastActive":"2023-06-26T20:53:23+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":4,"countViews":29,"score":null,"hot":3375617561,"url":"https:\/\/community.smartsheet.com\/discussion\/106910\/paid-for-prosupport-but-cant-access-it","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/106910\/paid-for-prosupport-but-cant-access-it","format":"Rich","tagIDs":[207,281,446],"lastPost":{"discussionID":106910,"commentID":382447,"name":"Re: Paid for ProSupport but can't access it","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/382447#Comment_382447","dateInserted":"2023-06-26T20:54:56+00:00","insertUserID":160597,"insertUser":{"userID":160597,"name":"Melydia Clewell","title":"System Admin","url":"https:\/\/community.smartsheet.com\/profile\/Melydia%20Clewell","photoUrl":"https:\/\/lh3.googleusercontent.com\/a-\/AOh14GiEHafKTTFY_CU4Fe2nykN67iSnlxIdPBnF0DMvfS4=s96-c","dateLastActive":"2023-06-26T20:53:23+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Using Smartsheet","url":"https:\/\/community.smartsheet.com\/categories\/using-smartsheet"},{"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-06-26T20:55:04+00:00","dateAnswered":"2023-06-26T20:54:56+00:00","acceptedAnswers":[{"commentID":382447,"body":"

@Steve_Mitchell<\/a>, thank you! I just filed a ticket. i appreciate your help.<\/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":207,"urlcode":"Sales","name":"Sales"},{"tagID":281,"urlcode":"Support","name":"Support"},{"tagID":446,"urlcode":"update-requests","name":"Update Requests"}]},{"discussionID":106894,"type":"question","name":"How to Count a value in a drop down \/ multi-selection list?","excerpt":"Hi, I'm wanting to count the total amount time this value \"VAVE\" is being assigned to a drop down column. I'm using a summary sheet to collect this data using formulas. So in the request type column(drop down list) I want the total in this sheet. I also want a total by the Brand. I keep getting an incorrect number, like 48…","categoryID":321,"dateInserted":"2023-06-26T15:09:07+00:00","dateUpdated":"2023-06-26T15:09:27+00:00","dateLastComment":"2023-06-26T20:54:24+00:00","insertUserID":162246,"insertUser":{"userID":162246,"name":"Shawn_K2","url":"https:\/\/community.smartsheet.com\/profile\/Shawn_K2","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!nPFlXyflhuI!uj8vZ9JIm_o!1axowkoO9t8","dateLastActive":"2023-06-27T13:13:25+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":162246,"lastUserID":116407,"lastUser":{"userID":116407,"name":"Darren Mullen","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Darren%20Mullen","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/9WIC1TB7AJQT\/nP1GU5H4ITA1P.png","dateLastActive":"2023-06-27T16:34:01+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":7,"countViews":62,"score":null,"hot":3375609211,"url":"https:\/\/community.smartsheet.com\/discussion\/106894\/how-to-count-a-value-in-a-drop-down-multi-selection-list","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/106894\/how-to-count-a-value-in-a-drop-down-multi-selection-list","format":"Rich","tagIDs":[254],"lastPost":{"discussionID":106894,"commentID":382446,"name":"Re: How to Count a value in a drop down \/ multi-selection list?","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/382446#Comment_382446","dateInserted":"2023-06-26T20:54:24+00:00","insertUserID":116407,"insertUser":{"userID":116407,"name":"Darren Mullen","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Darren%20Mullen","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/9WIC1TB7AJQT\/nP1GU5H4ITA1P.png","dateLastActive":"2023-06-27T16:34:01+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Using Smartsheet","url":"https:\/\/community.smartsheet.com\/categories\/using-smartsheet"},{"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\/LKT88AUTSMAT\/image.png","urlSrcSet":{"10":"","300":"","800":"","1200":"","1600":""},"alt":"image.png"},"attributes":{"question":{"status":"accepted","dateAccepted":"2023-06-26T16:54:33+00:00","dateAnswered":"2023-06-26T16:44:18+00:00","acceptedAnswers":[{"commentID":382355,"body":"

@Shawn_K2<\/a> UGH I make a mistake. I copied your formula without looking at it close enough 😜<\/span><\/p>


<\/p>

try =COUNTIFS({CPR Request Type}, HAS(@cell, \"VAVE\"))<\/p>"},{"commentID":382446,"body":"

@Shawn_K2<\/a> <\/p>

=COUNTIFS({CPR Request Type}, HAS(@cell, \"VAVE\"), {CPR Brand}, HAS(@cell, \"ING\"))<\/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=341&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":5413,"limit":3},"title":"Trending in Using Smartsheet","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">

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