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?

Upcoming Events

Brandfolder Collaborator User Guide
Get ready to seamlessly upload and organize content within your Brandfolder! This on-demand session is designed to help you become a confident contributor and collaborator, ensuring your team has the right assets at the right time. What You’ll Learn: Maximize Features in the Asset Modal: Learn to navigate the asset modal,…
Brandfolder Admin User Training
Managing digital assets doesn’t have to be complicated. Join us for this two-part, on-demand webinar series designed to give Brandfolder administrators the confidence and skills to create smooth, efficient workflows. Whether you’re just getting started or ready to optimize your setup, these sessions will help you unlock…
Smartsheet Customer Success Onboarding (Japan)
Smartsheet カスタマーサクセスオンボーディングは、Smartsheet についての基本を学びたい方向けに毎週開催しているインストラクター主導のトレーニングコースです。ウェビナーは、始めるための基本、共同作業、およびさまざまな方法での作業の視覚化の基本など、Smartsheet のご利用を開始するために必要なすべてを網羅しています。

Trending in Smartsheet Basics

Graph Question
Can someone tell me how to get rid of the 120.0% max on this graph? It is always going total 100% and never any more, so I would like to use more of the space for graph display purposes. I even tried reducing it so that the largest value was 99.999%, thinking maybe being exactly 100 would cause the next "level" to…
Creating a folder in SharePoint from Smartsheet and naming it based on row data
I'm a Power Automate Novice and I'm not experienced in expressions. I am building a data flow in Power Automate to create a new Sharepoint folder when a new row is created in my smartsheet. I can get to the stage of creating a new folder however I would like to name it based on cell data in the row. I have tried to use the…
Copy Row Automation Not Working
Good day, I have the above simple automation to copy a row to another sheet when a specific checkbox is checked. I am having two issues: The automation does not run when the box is checked When I run the automation manually, all the rows in the first grid, are copied to the destination grid. How can I fix the automation…

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

Watch video<

Smartsheet Basics

Discussion List