Smartsheet Basics

Archives for November 2019

How to Link my 2020 Capital Budget to my Capital Budget Form
Hello My organization has finalized our 2020 Capital Ex Budget. Starting in January 2020, I want to create a Capital Exp Form that provides the options that were approved for the 2020 Cap Ex Budget. For example, the form would be set up as follows: 1. Is the capital expenditure request a 2020 approved capital expenditure.…
VLOOKUP Won't Reference Another Sheet
In my 'Install' sheet status column I have a formula =IF(Health3 = "red", "At Risk", IF(Health3 = "yellow", "On Hold", IF(Health3 = "blue", "In Progress", IF(Health3 = "green", "Complete")))) In my 'tracker' sheet i am trying to reference the the status column in the 'install' sheet. =vlookup I've selected cell to…
Is there a way to publish a sheet that defaults to a view?
I'd like to publish my sheet and have it default to the gantt view so that users see the gantt view by default. Right now, the default view only shows the grid. Is it possible to change the default view when publishing a link?
Be great if Smartsheets could be used offline
A number of regions (countries) have very tight internet use. It would be helpful to be able to download local version, work on it while abroad and resync on return.
Proofing Review Request
Hello, I am starting to test out the new Proofing functionality and was wondering if there are permission level limitations on who can send out the "Set up Review Request"? We have some people who are admins and some who are not who would use proofing. I want to make sure anyone can send out a review request, but wasn't…
Elapsed Time Not Being Calculated!
Hi Can you all please view the attached file. The problem is self-explanatory: whether the duration is normal (the 1st row), or it is written with the letter "e" (for elapsed time), the Finish date remains the same! I have checked and my sheet has Sundays defined as holidays. Please help! Nasir
Will creating a baseline report duplicate resource allocation?
Hello, in Smartsheet's "Project Management Fundamentals" course, specifically in the section on Reporting, there's a great example on how you can compare the original plan (baseline) to actual project dates. The solution illustrated here is to Save As New the original plan (BEFORE you modify any dates), and save it outside…
Unsubscribed by mistake
Hi One of the users in my team has Unsubscribed the automation message by mistake. How do I turn this on again for her? Also, how do I know how many of my users have unsubscribed themselves in the same manner? Thanks
Proofing- Previous Versions
Hello everyone, I have been using the proofing feature in our team for internal proofing. I have an issue where as soon as you add a new document version, the previous versions are no longer visible they sit loading. You can still download the older version you just can't see them on the proofing panel. This means you…
Access down?
Anyone experiencing problems accessing their sheets; we just went down.

Trending in Smartsheet Basics

Approval Automation in Bulk?
Is there a way to bulk send approval requests to a department head so they can review multiple requests through a single email? Current automation workflow appears to send individual email based on each submission. If a department head had multiple submissions 20-30, then they would receive that many emails. Is there a way…
Unable to Publish a Report
I need to publish a report in order to add the URL to a dashboard so we can retain its calendar view. The Publish option is not showing in the drop down and I am the owner of the report and the source sheet. What are we missing?
Is there any way to move attachments from one row/sheet to another sheet?
I have a form that users may complete with lots of information as well as submit attachments. The data is then used to populate rows on another sheet. Is there any way (was hoping for some automation?) to get row level attachments to another sheet instead of manually downloading them then uploading them?

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