Smartsheet Basics

Archives for April 2019

Setting Up Rules
Hi I would like to know how to set up a rule where if a certain selection is made from a drop down in a cell that it automatically prompts you to complete a related cell. For example: If a member of my team update the Recruitment Status for a vacant role to show 'Offer Made' I would like a prompt set up to automatically…
Creating a Link in Dashboard from local drive
I have previously been able to create a link to a local drive document on a dashboard but now don't seem to have the choice. Can someone point me in the right direction please? I have the options of Google Drive; OneDrive; Box; Dropbox; Evernote; Egnyte Thanks
New plan items: how to avoid start (and finish) dates in the past
Hi all - I'm a relatively new user and a little stumped figuring out how to best handle this scenario: 1) A project sheet has dependencies are enabled. 2) The project team identifies a new task they want to track; that task is ready to start (there are no dependencies). 3) The task is added to the sheet with an estimated…
Conditional Formatting based on due date
I have a due date and want to have the "Risk" green if the due date is more than 15 days out and the Status is not "Complete". How do I do this?
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Streamlining sheets
We have a sales staff that is utilizing multiple sheets, for potentially the same client. I want to rundown the "standard" process to see if anyone can help streamline this. Sales speaks to customer, and enters into SmartSheet, almost as if utilizing like a CRM. This sheet will store details like Name, date contacted,…
Pasting hyperlink cell from Excel no longer working
Until today, we were able to copy a cell from Excel that had a hyperlink, and paste it into a Smartsheet cell and it would maintain the hyperlink. This has stopped working today. It pastes the text, but not the hyperlink, and this is a critical component of our workflow. We use Chrome as our browser and have never had this…
Recurring Reminders
Hello and thanks for any assistance on this! I'd like the ability to set automatic recurring reminders for my clients. The ability to have a column "Follow Up" with a drop down menu showing 2 weeks, 1 month, 3 months, 6 months,etc... and then have an email sent to me every 2 weeks or whichever was selected. I'm ok with an…
Sum of each different categories in on one column
Hi, I have 2 columns, one with a product description(Different products on a 1000 cells) and the other column it is their individual value. May you assist on how to get a sum of, say "shirts" only from the product description column?
Formatting when exporting to pdf
Hi, Is it possible to create a pdf report based on one form entry? I know I can send an email confirming what has been entered on a form, however I would like to make this a pdf attachment rather than the body of the email. Lauren

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Is there a way to see if my sheet is being referenced?
I have a sheet I would like to delete but I want to make sure it is not being referenced or being pulled into a dashboard. Can I do that?
How to have separate data table for a new version of the form?
Hi All, I created a copy of the form I used so far, to ask a bit different questions and to collect the data in a bit different way. After the pilot stage I want to decide which version 1st or 2nd of the form will be used as the final version. But I see that the data punched into this 2nd version of the form are collected…
Auto populate name
Is there a way to auto populate a name based on what user checked a box? User checks an column, the column next to it auto records that user as the "checker"

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