Smartsheet Basics

Archives for November 2019

dropdown list
I have a first sheet name 'customer contact' On other sheet name 'report' where I use the customer contact list to make a dropdown list. My question : It is possible to refresh automatically the drowpdown list when I add a new contact in the sheet customer contact? Thanks per advance for your time and support. Best regards.
Automation to Move Rows from Sheet to Sheet is not working
I have my sheets set up where each row represents a project and respective information. I have a column in each that can be changed to a department heading and I have an automation set up to make it so that when changed the rows move to the department sheet selected in the drop down box. Now, I have 6 sheets with basically…
Admin & Dashboard
Hi, Why as an Admin, I can't edit dashboard and to add more widgets or edit sheets? I don't like to be in a box because Cloud Platforms such as Smart Sheet should increase our efficiencies! Thank you, Matt
Incorrect Argument on IF/ISBLANK
Hi I am trying to set up a cell that automatically set a word in a cell depending on what the due date is. If date is less than today's date "overdue" will be added to cell, If date is more that today's date "on track will be added, If there is no date, I would like the word "on hold" to be added. Not sure were I am going…
=COUNTIFS Specific Dates
I am trying to count the number of times a specific schedule date is listed in a column for a sheet, not able to narrow down the formula exactly
New Electronic Medical Record rollout
Hi, We're about to implement a new EMR system at our clinic system. Was wondering if anyone else has done this with Smartsheet. Would like to hear about lessons learned, how you used Smartsheet etc. Thanks! Linda
Workflow for multiple column
Hi, i am trying to create a workflow for more than one column. I want to use the same exact condition for multiple column at the time. I have over 20 column so it would be long to create 20 workflow that basically do the same thing. Is that possible? Same problem with conditionnal formating. Thanks for your help.
Automated Workflows
I have been trying to create an automated workflow that triggers an email to the assigned to person when the Due Date field is not completed. I have tried different intervals, but it still isn't working. I have checked the permission settings and Personal settings. I appreciate any assistance.
Retaining Email Messages as comments
Is there a way to retain email messages as comments, when they are sent directly from a row in Smartsheet? If not, this would be a great addition.
Sheet Summary Report and Dashboard Widgets
Hi! Can I use a Sheet Summary Report to drive a Metric widget? I have 25 project sheets that I would like to roll-up into a sheet summary report. I would then like to create dashboard metric widgets using this data. I am currently driving the metric widgets off of the individual sheets, but this is getting cumbersome as we…

Trending in Smartsheet Basics

Record a date automation isn't working
I set up the automation below, and it's not working. When I change the status of a row to complete, nothing happens. If I go into the automation manager and select "run" or "test" the completion date column fills in with today's date. What am I doing wrong? This should be straight-forward. I've tried building this…
Why are my Task Rows expanded every morning?
I've been using smartsheet for a few years now and never had this issue before, but starting this year, every morning when I go into one of my project sheets at the start of my work day they are ALL expanded. I have parent and child tasks that are 100% completed a year ago that are now suddenly expanded every morning. So…
Where are the AI (formula generation) icons now? 2025
Before, I was used to seeing the AI icon listed on the right side menu, at the bottom. where is the AI formula generator icon now in 2025?

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