Smartsheet Basics

Archives for August 2019

symbols - words showing not colour
Hello please can someone help with formatting? I can't understand why the word Grey is showing rather than the symbol? I've selected the set for the 4 colours from the symbol menu for the status column and created the below formula =IF(Status15 = "Complete", "Green", IF(Status15 = "In Progress", "Yellow", IF(Status15 =…
reminder not available at all for automation
Even though I go to Automation and click on set a reminder, I only get the alert triggers. What should I do to get reminders triggers? Regards Pio
Keep Workspace/Folder Structure when Bulk Transferring Sheet Owner
How can I get sheets to remain in the workspace/folder when bulk transferring a user's sheets to someone else?
How to remove "Fill out forms with the Smartsheet app" from top of form?
I created a form, and emailed the form link to several persons. I want the persons to simply click on the form link, which will open the form, then complete and submit the form. To keep the process simple, the persons do not have the Smartsheet app. When the person clicks on the link, at the top of the form the user will…
Meeting agenda item reports
We're piloting the use of the template set including the past & future agenda item reports. The issue is the reports aren't pulling the correct data. I added a column to the meeting sheet that is the meeting date (function pulls it in date format from the parent row where the date is entered as text) so each child row is…
Editable PDF Worksheet
I created a worksheet with "checkboxes" I want to publish this to allow for certain individuals to be able to make multiple copies and to be able to check off the boxes as needed.
Average only if certain status
Hi, I am trying to create a formula that takes the average of a column called 'days in work', i only want to take the average if a different column 'status' has the status of the row shown as 'in progress'. I tried to do IF ( status column = "days in work, average (...)) but it did not work. I need help figuring out the…
Saving Sheet changes
Hi everyone, someone on my team brought this to my attention and i want to see if anyone else has experienced this. I have a sheet where the 90% of the data is entered via a form. the remaining 10% of data is filled in afterwards once some additional information is received. my team member says that he is 1000% certain he…
Copy/Paste Not Working Today
Today I copied data from and Excel spreadsheet and tried copying it to corresponding cells in a Smartsheet grid and the paste function didn't work - no data was pasted. I've copied and pasted data into sheets many times in the past and have never encountered this problem until today. Is anyone else having this issue? Can…
Transfer Sheet and Report Ownership While Keeping in Same Folders
An employee retired without transferring his sheets and reports, that are in various workspaces and folders, to me. How do I keep the sheets and reports in the same workspace and folders while transferring ownership to me? I'm SysAdm and licensed user on Enterprise account.

Trending in Smartsheet Basics

Move Row Automated Workflow moving ALL rows regardless of criteria
I set up a workflow to move rows that are marked Closed to a Closed sheet. However, the trigger does not seem to work and when I force run the workflow, it moves all of the rows regardless of what is in the cell. What am I doing wrong?
Search a string and return multiple results
Hi experts, I have a formula that searches a string for a keywords, in a string that may include more than one result. It only returns the first instance found. Is it possible to have it continue searching and return all found keywords? Here is what I have currently…. I am looking at JOIN(COLLECT, but not clear how to…
Custom Report View
I have a report that is pulling information from a sheet. Is there any way to set this report up so that anyone that views it only sees the rows with their name on it?

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