Smartsheet Basics

Archives for April 2018

Need help with a recurring report formula
Hi. I am new to Smartsheet and it has been a while since I have done alot with formulas in Excel. I am setting up a report tracker for our organization that will have recurring reports due on a weekly, monthly, and quarterly frequency. I need some help with a formula to automatically adjust the next due date so that…
Linking
I was wondering if smartsheet linking has the capability to perform this following type of function: If I create a Request Log spreadsheet, and one of those columns has a drop down with options, approved, hold, pending, is it possible to create a function wherein once that approved selections has been made then that row of…
Shared Filters
Is there a way to save a filter and use across all smartsheets? I want to be able to create a filter and then share will all my co-workers.
Adding a contact list for my sheet
I'm new to SS, and this seems like a very basic question, but I'm stumped! The documentation says to go to Account > My Smartsheet Contacts - to add contacts to my sheet - But I can't find a link called "Account" or "My smartsheet contacts" Can someone point me in the right direction? Mary Lou
Reports that pull only parent rows
Is there is a way to do this without having to create another column and naming it Parent?
Could we get a setting to lock the gantt chart to 5 years
It would great if there was a setting that would limit the gantt chart view to 5 years in support of shorter projects. Another option that would be even better is to have a start and end date setting for the timeline. It would make it better for printing and sharing.
Conditional Formatting
I want cells that need to be filled in with values to be highlighted. Like, if A2 and B2 contain a value, highlight C2. Only problem is that C2 has a formula so it's not technically "blank". And I want the formatting to go away once the formula has been overwritten. The formula is there because if someone indicates "Y" in…
Why can't I access the Pivot app?
Hello, I'm a smartsheet admin for my company. Why don't I have permission for the pivot app? https://pivot.smartsheetapps.com/ thanks
Forms & Actions
Once a form is submitted, can you create an action item to submit a different form to update additional columns not in the original form? Example: Original requestor uses hyperlink to submit form A with columns [task], [notes], [date requested]. Form is submitted. Action item sends a NEW form populated with the following…
Delete task dependency
I'm trying to delete one task dependency on a Gantt chart. I found this quick YouTube video, which says to click the dependency line, but I'm unable to click on it. My dependency lines are not green like in the YouTube video. Thoughts?

Trending in Smartsheet Basics

Primary Email
Hello, I'm system admin and I'm trying to change my primary email but it wont let me. All the help resources brings me back to system admin. But I'm system admin. Help pls.
Automation to send attachment not working consistently
I've seen other posts on this issue, but the responses all say that the attachment itself must be the trigger in order for an attachment to be sent with an alert instead of an update request. However, I had another notification set up where the trigger was checking a box, and it would send an alert with a link to the sheet…
Workaround when a report I have on a dashboard has more than 500 rows
I have a published dashboard which all non-licensed Users can access to submit a request. This dashboard also shows a report with 'open' requests and 'closed' requests The 'open' requests report is ok. It very rarely holds more than 50 rows The 'closed' report is my issue as the maximum number of rows I can display is 500.…

Help shape the future of Smartsheet.
Share your ideas and feature requests.

Watch video<

Smartsheet Basics

Discussion List