Smartsheet Basics

Archives for October 2019

Cell linking broke my sheet!
Yikes. I was trying out the cell linking feature now my sheet is messed up and tells me to log out and back in. I tried to delete the linked cells and save but it won't let me. I can't save or publish. I can't revert..... Reached out to support but hoping someone can help fix. formName: ajax formAction: fa_gridSave…
Move Row Workflow
I finally figured this out! Yay! But now the workflow moved rows even where the condition was not met. My Trigger was 'When Rows are Changed' 'When' was set to a specific field formatted as a Checkbox when I checked the box, several other rows with an unchecked box moved too? Can anyone help?
Dashboard - how to change Metric Widget data source after time of creation
How do i change the data source of a metric widget? You can 'add data' but this adds a new one. In my particular use case we can now copy and paste widgets between dashboards, however this is no way to edit the data, ie use the widget as a template. For me, we have a standard project template, and want a standard dashboard…
Checklist Form to Upload docs to DropBox
I have a form to collect data from Property Managers for each of my tenants. Each column is a document with a yes/no that will be checked on the form if the Property Manager uploads the document. Also on the form is a URL to the Dropbox folder where the documents are to be stored. When I trial the form it sends me to the…
Master Contact List for use across sheets in a workspace
I have 16 grids that all use a Contact List with 23 of the same client contacts. (1) its a HUGE waste of time to have to populate 23 contacts into a list 16 times and (2) every time a new person joins or leaves the team, I have to go into each of the 16 grids and make the same change. Is there a way to create a contact…
Automate sending an email referencing a column
I have a form where the public submits information for a schedule change. Can I set up a workflow so when I mark 'complete' in a column, I can reference the column where the email is located to send out an auto response that their request has been completed? These are non-smartsheet users who do not need any access to the…
Can I auto-populate recurring rows?
I am a dispatcher for a restroom rental company and we have a dispatch smartsheet page. We have services that we do weekly, twice a week and every other week. Right now I just copy and paste the rows so that the information is there for my drivers every week/every time we need to do that service. Is there a way for…
commas after each choice in a multi select row
Hello, I have a helper row where I want all the selections FROM A MULTIPLE SELECTION column to appear. I got it to work, but I would like a comma separating the selections. What I'm exactly trying to do is combine all the selections in the Multi-Select "SPECIALTY" column PLUS the single item in the "SUB-SPECIALTY" column.…
Can't Import Trello into Smartsheet
I get this error every time trying to import Trello into Smarthseet. "An error occurred while importing from Atlassian Trello." Any ideas what is causing this error and how I can get this import to work?
Send form via email (not just link)
We have a form (survey) that we want to send out via email (not smartsheet automation because we dont want to share the sheet with the individuals we want responses from). Instead of just sending a link - is it possible to "embed" the form in an email. I have been scouring the net for ways to embed html websites in email…

Trending in Smartsheet Basics

How to Share Single Workspace Folder?
I have a workspace that I created with two subfolders. A user needs to have access to only one of them but when I have that folder selected, I can only share the entire workspace with them. Is there a secret way that I can share the parent folder and ensure that any new files created will be shared with the same people? I…
I have a Pro plan but I cannot create ANY reports
I have a Pro plan but I cannot create ANY reports. The system does not allow me to choose a folder, and consequently a sheet to create a row report and suggests an upgrade to Business or Enterprise. I'm quite new to Smartsheet and feel a bit disappointed with this limitation, or maybe I'm just doing something wrong. Alberto
SUmmary in Report Widget
How can i create a Report widget that only shows a status with "red status" from my main data source? Do i need to create a separate data source on just my "red status"

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