Smartsheet Basics

Archives for August 2019

Printing Sheet Summary
Hi Is it, will it be possible to print the 'Sheet Summary' panel or export to PDF etc? Thanks Cheers Richard
Forms
In a form I have created, I would like a particular radio button to cease working once 5 people out of 50 have hit that button. In other words, that radio button is no longer available and they need to choose another radio button. Does anyone know if this is possible? Thanks in advance!
Smartsheet Mobile Team Needs Your Help!
Hi Smartsheet Community, My name is John Zoshak and I'm a product manager at Smartsheet for our mobile apps. We're looking to do some work on our app-navigation / home screen experience and I'm looking for a few customers to chat with about the current experience. It would be no longer than 30m and your feedback would go…
Alert Email Triggers a Checkbox
Hello everyone! New to the community, but loving how detailed Smartsheet is! I am setting up alerts to trigger when a due date is approaching, 6 months, 3 months and 1 month to staff whose certifications will expire on that date. I would love for the alert to trigger an additional action, to check a box in the cell…
Counting Children rows with certain formatting.
I am trying to count how many openings each time I added a children row. However, I wanted it to NOT count the Openings if one of the candidate is already hired into that position and or if the HM's decision column is changed to "Hired". This is the sample…
Jira Connected Sheet and Hierarchy re-arrangement
Hi- I have been doing some searching on the community and cannot find a clear reason or explanation as to how to to set up the "Optional: Define Row Groups" I cannot find any documentation or help videos on YouTube or the community that explains how this works. Here is a screenshot of my sample project Here is what each…
Update Form triggered by an Approval form - Need to see comments
I have an approval form where once they click on approve it triggers an update request for. I want the approver to be able to provide a pathname <project foler...> in the comments section that will be included in the update form. Is this possible? If not does that just leave adding attachments? I am trying to reduce extra…
Form Fields not accepting new values
I created a form for a smartsheet. Within the smartsheet, i have drop down fields for city, state and zip and included the most common values people will need for those fields. I did NOT click the box that states "Restrict to values only" knowing that occasionally there will be an outlier. However, when someone fills in…
Feature Update Request: Kiosk Mode for Dashboards
Smartsheet dashboards are just begging to be used as a kiosk. A rotation between a list of user specified dashboards showing different KPI's, and a home dashboard that is navigated to upon any user input would be amazing to have, and I would use it throughout the facilities I work at. I am able to obtain this functionality…
Formula Help.
I have a formula going on for the RYG. I added a new column, "Status". I wanted it to be If the status column is FILLED or CANCELLED, the ball will turned Green and canceled out all the other formatting. How can I corporate that into the existing formula below? =IF(TODAY() - [Date Opened]@row <= 60, "Green", IF(AND(TODAY()…

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Automation not running as expected
I setup the automation below to run when an item has been Priority Ranked, has a Status of "Not Prioritized" and work accepted is "Under Review." I did this so that when I'm looking at Card View by Status, items that now have a Priority Rank will change the Status to "Grey (New)" and move into that Status column. However,…
Is there a way to have automation to run monthly?
Hi Everyone, I can see automation can be sent hourly, daily and weekly. Is there a way to have a monthly option? Thanks Tracy
how to get a checkbox
I am so new to this, and I am trying to add a check box to a column and not having any luck. I have named the column, and I select checkbox, but it does not show.

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