Smartsheet Basics

Archives for November 2019

Sales Tax Calculations
I'm looking for development help to calculate sales tax rates from a "Lat / Lon" entry in a Smartsheet cell and returning the correct sales tax rate based on that location to another Smartsheet cell, perhaps using the Pitney Bowes API tool. https://developerportal.pitneybowes.com/software-apis/gettingstarted If anyone has…
Avoid access to smartsheet when request for update
First of all, english is not my native langage, please excuse my mistakes. Hello all, I have a smartsheet with several external counterparts (customers and providers). I manage the smartsheet which is not shared and nobody is able to reach / open it. I send requests for update with automatic processes. but when counterpart…
Charts Plotting 0
I recently contacted support to find out if there was an option within dashboard charts to keep the charts from plotting 0. I received the following response: Currently we don't have a feature in place that will prevent specific values from showing on the chart. At this time the only solutions that we can provide would be…
Expanding Reports from the Dashboard
I have a dashboard widget that connects to a report that summarizes all of the unique projects in my department. The report only shows the project name and the gantt chart timeline. I want the executive manager to see this report but to also click on it if he wants more detail. However, when he clicks on the report it…
Generate Bar Code and link to cells
can we generate barcodes of each equipment and with the help of bar code scanner, can it display the information of it with the the options to update the forms? I know we can update the forms but how can we display the informations from the sheet at the same time?
Dynamic Forms
Hi, I'm trying to create a form that is dynamic wherein the other fields will changed when a certain category is picked. For example, selecting category: printing project that will have how many pages, if it's double sided and what type of project it will be. Then another project that selected category: Room Setup request…
How can I tell if an item is in the drop down list
In Google sheets, you can tell if an item is in a dropdown list or not by the handy red caret on the upper right corner of the cell: Is there an equivalent here?
Attaching Files from Sharepoint
Hi, I've been looking at possible ways to attach files from Sharepoint Libraries (like the way to attach from onedrive) I found that if you attach a URL - the URL of the file within Sharepoint this appears to work. Does anyone have any thoughts as to why this would not be a good workaround? Many Thanks
How to create a report with task finished in last 5 days
I am trying to create a report that tells me how many tasks have been completed in the last 5 days. Currently, I have a reporting field called child to make sure I only show children tasks and i also work off the status of blue. In the when I put finished is in the last 5 day(s). When I am looking at the report I don't…
Poor Quality Outlook Emails from Smartsheet Automation
When receiving emails from smartsheet.automation.com, we are experiencing very poor quality emails that have large spacing between paragraphs, and sometimes the text is stripped from a sentence and moved to a different row. I had our IT look at it because I had a feeling it had something to do with our "Warning Label"…

Trending in Smartsheet Basics

Retrieve value from "Top Parent" when Ancestor level = 2
I have a project management sheet. CSYYXXXX is the header for the project name column Tasks is the tasks column - at the parent row, I just write "Tasks" and then there are child rows below that. Some of these child rows and another level of descendant rows. I want a column formula (to serve as a helper column for various…
Target Date/Delta info vs Baseline in PMO plan template
Hello! I've read through several past posts related to this but couldn't quite find my answer. We are using the PMO plan template and have activated the baseline feature. My manager has asked if there is a reason to keep the Target Start/End date columns as well as the related Delta columns since they're basically the same…
Using a Gantt Chart to calculate a Start Date from an End [due] Date
I'm a Smartsheet newbie . . . . We have a repeating process at work that takes us a fixed amount to time to complete. I created a 'typical' Gantt chart with predecessors and duration in days and used a random start date to make sure everything is working. It is. Is there a way to take the 'typical' chart, change the end…

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