Smartsheet Basics

Archives for August 2019

Approval workflow
Hi Guys, Im new to smartsheet , please help me. I created an approval workflow then if the approver is not around how I am going to reassign it to other approver without breaking the approval sequence. Please let me know your thoughts. Thank you very much.
Duration Vs Project Days
I have a project where the planned tasks are spread over several weeks, see attached. How is the summary % complete total calculated? Can I relate to %complete against project days? Regards Steve
Form Submission Automation
Faculty can submit a request for a course copy via a Smartsheet form I created. In the form, they are required to enter the name of their Program Director/Chair. If the name of the person requesting the course copy is different than the Program Director/Chair, I'd like to send an automatic request for approval from the…
Exporting options in Dynamic View
Currently, there isn't a way to export or print a dynamic view report. How do I create a report that provides my vendors with up to date status on all deliverables, allowing them to also be able to export the information onto an excel spreadsheet. My question is how can I design pull communication within a dynamic view…
Bar code scanner not capturing actual bar code only numbers/text
I am trying to build an inventory/stock management sheet but i cannot scan the actual bar code image into the sheet. I have tried using an Iphone XR and a Samsung Galaxy S9 with no luck on wither. It will only scan the numbers and/or text. I have tried over ten different bar codes on various items with no luck. Please…
formulas
When I am trying to add several variables using =sum( formula and scroll to locate other variables, my formula is cancelled and I receive an error code. As if I can only use variables/amounts on desktop screen and not above or below.
SOLVED: Missing Report Builder button
In the Reporting module in the Smartsheet e-Academy, it indicates there should be a Report Builder button in a report to enable one to modify the report. In my instance I do not see such a button. Is this a known issue? I've attached screenshots of what it's supposed to look like, and what it actually looks like. I could…
Importing rows from Google Forms
Hi, I'm setting up a form in Google Forms to collect data from users. The reason I am doing this using Google Forms instead of the native Smartsheet form solution is because I need to add logic in the form so that some fields become mandatory to be answered depending on a previous selection. Well, the issue I'm facing is…
Contact field on form not working from web, ok on mobile
I have a form that has a contact field (email). It's a required field and the form just recently started acting glitchy. When accessing the form from a web browser, it does not allow the user to type anything and they can only select from past field values. When accessing the form from the mobile app, it works as expected…
Reporting on Tasks Past Due by Person
I'm looking to collect ongoing data/statistics on how many tasks reach past due. I would like to collect this by person assigned and across all projects and then by month. Any suggestions on how to tackle this using smartsheet?

Trending in Smartsheet Basics

Dashboard % are not matching
Hi! I have a Dashboard feeding off pretty simple raw data. It's mainly detailing this is how many accounts we think we'll get, this is how many we've gotten and then provides a %. I wanted to add a chart just to pretty it up a bit but now the % done is reporting differently and I have no clue why. Here is the raw data: The…
Showing "stacked" data / Statuses of items by swimlane
I have multiple items that each have their own statuses and that roll up to "workstreams" or swimlanes. On the dashboard, I would like to show the progress of the items by swimlane without breaking it out into separate widgets for each. This would ideally be a stacked bar where each bar represented the Items and was broken…
Australian User Access to Smartsheet Templates?
Hi, I keep getting bounced around by Smartsheet when trying to access the pre-existing smartsheet templates?? I am not located in America or Europe (I'm in NZ but my plan is billed under Australia). It would save me a LOT of time if I could access these again. I have a Pro plan. thanks H

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