Best Of
Workstation Picture!
Here's a quick picture of my "workstation" (for the scavenger hunt). I can't say it is always that clean though. I usually have at least 5 or 6 of the notebooks open and scattered across the desk. Hahaha
Archive Workspaces
Add feature to archive a workspace (without breaking any references within or outside the workspace) so that it is either moved under Archived folder or through appropriate implementation is hidden from other workspaces (but can be accessed if needed)
Introduction
Hello all!
I am terrible at talking about myself, but here goes anyway... I have been using Smartsheet for about 5ish years now. When I first started, I wasn't given a choice in the matter and fought it from the start. But then it started to grow on me.
I saw the many capabilities of it and how it could help in so many areas. Now I use it for quite a bit in my personal life including tracking water levels for kayaking trips, mileage and maintenance of my personal vehicle, quite a few things for my tree service, and a whole slew of other stuff.
I am also fortunate in that I get to pretty much live in Smartsheet for my job as well. Being an information management consultant and leveraging Smartsheet for solutions has given me the opportunity to pay my bills doing something that I enjoy! I definitely consider myself lucky there.
I definitely enjoy a good challenge. I am one of those crazy ones that has fun building out the crazy formulas and solutions, so feel free to reach out!
Side note: Greatest band ever...
Welcome to Just for fun - let's post some memes!
Hey everyone, welcome to the Just for Fun Topic (formerly known as a Category) which is just that - a place for all of us to take a breather and have a laugh or two.
To start, let's go with the Internet's chosen love language: Memes. What's your favorite Smartsheet meme? Drop it in the comments (keep it clean please!). Here's mine:
Freeze Row
Enhancement request to add capability to freeze row (like freeze column)
Shared items in a folder/workspace
Let us have a specific folder/workspace "Shared to me" where all items shared individually to us sit nicely together and not in between all the stuff in "Sheets".
Somtimes unsers having access to workspaces with one version of a sheet and having another version in their "Sheets" folder mix it all up.
Conditional formatting for Reports
The ability to apply conditional formatting rules from within a report would be huge. Having to modify the Source sheet for a specific report doesn't seem to be very efficient.
Calendar Tricks - Adding and Deleting Entries from Within the Calendar View
We use the Smartsheet Calendar view to manage all of our activities for a TV show.
The issue becomes Adding and Deleting events in the Calendar View as you have to to go back to the Grid view to do it.
Here is my Workaround:
To Add Events
- Create a Form attached to the sheet to allow the user to create a new entry. Make sure you configure it properly how you want it.
- Once done open the form and copy the URL
- Create a Column in the Sheet Call it Something like New Record
- Add the formula ="
{The URL You Copied}
" with the URL pasted between the equals and quotes. It now puts a clickable URL in that column- Note: It might be easier to do this in a notepad and not type right into smartsheet. Then simply paste the formula into the cell. It can get a bit confusing trying to click the column to edit it..
- Now Right Click the Cell and select Convert to Cell Formula and it will copy the formula down.
Now when you are in Calendar View and you click Edit on the event there is a URL in each entry that you can click and it will allow you to add a new entry to the calendar via the form without going back to grid view!!
To Delete Events
First Create a Duplicate Calendar File
- There are a few different ways to do this but I prefer this method to create the Archive Sheet
- Copy the Calendar File by choosing SaveAsNew
- Name it Something like CalendarArchive
- Check Sharing Options
- Uncheck the Automated Workflows & Alerts
- Uncheck Everything under Sheet Data and Formatting
- Copy the Calendar File by choosing SaveAsNew
- Note: You could SaveAsNew and then open it and delete all the data.. JUST MAKE SURE YOU ARE IN THE ARCHIVE SHEET AND NOT THE MAIN SHEET
Now create the Column and the Workflow.
- Again create a column and call it something like "Delete Record"
- Chose Edit Column Properties and choose Column Type CheckBox
- Now open AUTOMATION > CREATE WORKFLOW FROM TEMPLATE
- Chose the "Move a Row to Another Sheet when Specified Criteria Met"
- Now Simply Choose when Delete Record is Checked Move the Specified Row to the Archive Sheet.
Now when you are in Calendar View and you click Edit there is a checkbox in each entry that you can click and it will "delete" the record you have selected.
Might take some time for the workflow to perform the action and update the calendar but my users know once they click it that it will eventually disappear
The good thing is that if a user accidentally "deletes" something you can go to the archive file and simply move it back manually by Right-clicking the row and selecting move to another sheet
** If you have been paying attention the archive sheet is missing the DeleteEvent Column.. don't worry smartsheet will automatically create it when it moves the first row over
Hope that helps some people !!
Is there a way to make an option for column heading text to be boldface?
Boldface type would help column headings stand out better. It would be nice to have that as an option, if and when I wanted to use it.

Descriptions for Reports
I would love an area where I can outline specific information, filter details, or specific usage instructions within a report when sharing with my team. Especially those that are mainly collaborators and don't spend as much time in Smartsheet.