Smartsheet Basics

Archives for February 2019

Formula to search column on different sheet
I want to create a formula in a checkbox column. I want the formula to go like this: I have 2 smartsheets. 1 is a sign-in sheet which will have a column for employee number. The 2nd smartsheet will be a smartsheet to search through the first smartsheet and check off any employee who's number appears on that sheet. For…
Request: Video Tutorial for Filters
Could Smartsheet add a brief how-to video on filtering to the help article? My team is asking for one and I can make it myself but I think the quality of Smartsheet's videos is excellent and would love to give them something more professionally done. It should demo how to create a filter and illustrate the difference…
Multiple Projects into one Summary
Hi all, I am trying to set up a workspace to help manage multiple clients via projects. I have set up a template set for each project that includes plan, dashboard, key reports. My next step is trying to to roll up each project sheet into one summary for management. I was able to add a checkbox to each template so I can…
Editors can't attach files
Hi, I have a grid that is shared with a lot of people. Some of them Admins and some Editors - Can share. From some reason, in the last few weeks all editors can't attach files to rows any more. Does anyone have a clue what could be the reason for that? All editors are not licensed users if that makes any different. Thanks!
Share a sheet to all company employees
Hi, we would like to share an inventory sheet to all of our company employees and I'm searching for a solution that will prevent the fact that I need to type every single email addresses into the share function. Does anyone has an idea on how we can do this? thanks
Inspection Records
Hello I want to produce a record for equipment inspections. There will be over 100 items of equipment to list and inspection frequencies vary. I will need to show evidence that the inspection has been carried out, by whom and on what date. Ideally, it would be good to be able to show basic points checked (guards, cables,…
Formula for status
Hi, Can I please have help with a formula. I want to show in a status column the following status': Current - if expiry date hasn't been reached Expiring Soon - If expiry date is in the next 60 days Expired - If expiry date is today or greater than today Column name for Date is "Expiry Date" Thanks, really appreciate any…
Trigger Approval Request with the submission of an Update Request
Is it possible to send an automatic Approval Request right after an automatic Update Request was filled in.
Calculating a staged reduction in severity
I have one column that shows what a risk is ranked as (a score from 1 to 49 with 49 being the most risky). I am trying to put in another column that lets a ranking for the effectiveness of the mitigation planning (score of 1-5) and then have that drive an auto-calculation of the final score of the Risk. Unfortunately I am…
Do Filters Work Correctly?
I created a filter that: * Shows rows that match <all conditions> * <Status> <is not one of> <3 values selected> (DONE, DEAD, LATER) * <Archive> <is unchecked> The instructions my team is getting are that they can flip tasks to DONE and DEAD, but they won't be hidden from view until our next meeting where they are then…

Trending in Smartsheet Basics

Dashboards
I have a dashboard layed out with widgets and want to use it as "template" for new projects that come in. How do I do this? I tried copying it along with an updated metric sheet but all my links for the dashboard are for the previous project's metric sheet. I supposed I need to relink to the new metric sheet however when I…
Automated Workflow Question
Is there a way to set an automation so that all data from one month flows (based on the DATE column) flows to another sheet (archive) when a new month begins? Everything I find is either asking for a specific date OR talks about a weekly trigger which will not work.
Approval Automation in Bulk?
Is there a way to bulk send approval requests to a department head so they can review multiple requests through a single email? Current automation workflow appears to send individual email based on each submission. If a department head had multiple submissions 20-30, then they would receive that many emails. Is there a way…

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

Watch video

Smartsheet Basics

Discussion List