Smartsheet Basics

Archives for October 2019

Hyperlink in Alert/ Automation
Hi, I would like to add a hyperlink to a Smartsheet report in an alert. The idea is that I want to direct the alert recipients to go to this report to complete a task. Is there anyway to get a hyperlink into the body text of the email alert? Otherwise I need to put the entire url into the body of the alert, and the…
Export a report and include cell images
Hey Guys, Unsure if this has been raised before but I am trying to export a report to PDF and include an image currently added to a cell in the original sheet. If I export the sheet I can see the image but not when exporting the report. Image shows on the report but when I export it, I can only see the image title…
Move Row Automation
Hi All- I have a process where I copy and rename a templates folder (the contents are not actually templates but standard forms) from an admin workspace to an active workspace. Within the copied folder, one sheet uses the move row automation to archive a block of rows to another sheet within that same copied folder. The…
Request to Update: Is there a way to make some fields required
I have a form where the user is presented a form with some of the fields from the table. Once the approval routing is complete, the user is prompted to fill the remaining fields. Is there a way to make some of these fields mandatory? Currently, all of the asterisks go away.
combining multiple sheets at months end
I have sheets for each representative, but at months end I'd like to combine them for a master working list
Formula Help IF AND (ORs) and Counts
Hello! I'm attempting to add a formula to my main sheet to prefill a column based on two other columns inputs. So if columns ID Pass/Fail AND NPPES Pass/Fail are "Pass" I want "Pass" to prefill in the column this formula will be in. If there's a mismatch of one Pass and one Fail, or if both are Fails, the row should be…
restrict data entry of a column to only admin
Hello, Is there a way to restrict data entry of one column to only the admin? but other people viewing the SmartSheet are able to view but are not able to make any changes to the column that is restricted? Please let me know, thank you!
Weather icon on calendar view
I have been using smartsheet for several years, and I would love to see on calendar view a weather icon for, al least, one week. Just like Microsoft Calendar. My projects depends on weather, so its pretty important knowing the forecast.
Changing Ownership of Workspaces
Hello, I need to change the owner of a couple workspaces I'm the owner of. I read the instructions but it's still unclear what steps I need to take. Do I make the person the owner of every item in the workspace first and then the owner of the entire workspace?
Any Plans to add "Funnel" Chart to dashboard options?
It would be REALLY useful to be able to visualize pipeline via a funnel chart.

Trending in Smartsheet Basics

Chart Widget
Is it possible to add a pattern (e.g., diagonal lines) to a dashboard chart?
Setting up a weekly automation to alert someone in 30, 60 and 90 days of a date
I have a sheet that tracks employees certifications. I'd like to setup a single automation that runs weekly to alert the employee when the expiration date is within 180, 90, 60 and 30 days away. I'd prefer that the 180 day alert only be sent monthly until the 90 day date is hit, then weekly. I'd like the message sent to…
Need to determine the stage of a house by the dates submitted
Our builders submit dates at each critical stage. I need to write a formula to show what stage the house is in by the looking at the latest date submitted. Any thoughts to what function i should use. Trying to give the last column "Stage of Job", an answer of Slab, Frame, Cabinets or Final CO, based on the latest date…

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

Watch video

Smartsheet Basics

Discussion List