Smartsheet Basics

Archives for April 2020

Possible to create multiple linked templates?
Hi All, Hoping there's a few Smartsheet super users out there that can help! I've created a pretty flash client specific dashboard which pulls in from one master project template, which is is also linked to about another 10 seperate report sheets. Without cloning and linking it all up again, I was wondering if there was a…
Change "From" when sending Update Request
When sending an Update Request, is it possible to change the From person? My sheet was created by someone else but I want to set up a reminder update request that would appear to come from me instead of the owner. I'm currently an Admin on the sheet. TIA! Colin
Importing Excel Spreadsheets into Smartsheet
I am trying to automate a function that we desperately need. We have a spreadsheet that is generated every morning and every night. I want to import it into a Smartsheet that I will use for a Dashboard. My problem is that every time I import the spreadsheet it creates a new Smartsheet and I lose my Summary fields. I need…
Lookup item in sheet and move data.
Hello, I would like in a form input a tagnumber like 1212122. Then after the form is submitted smartsheet will lookup this tagnummer in the main sheet. Then if found move the complete content of that row to another sheet and ( not just the form contents ). I made this tagnumber the primary column in both sheets. i am able…
Display a message / Instructions if cell is empty
If I have a cell that needs input, like a persons name, but if that info is not filled out based on another column how would I make it generate or display a message? I have column - Plates Made By, I want a message to display if this info is missing. Based on column(s),Column - # of Plate Made, Column - Shift, Column -…
Webinar recording available: Top 5 tips for optimizing your sheets
Missed the webinar? Review the recording in the Smartsheet Learning Center. Top 5 tips for optimizing your sheets. Learn best practices for getting the most out of your Smartsheet, including sheet structure, collaborating in a variety of ways, and tips for focusing on what matters most.
Automation Copy Rows
Is there a way, when using the automation copy rows, to select which rows to copy from a sheet instead of it copying all rows?
Recurring Tasks
I would like to create a recurring task on a gantt chart without having to create multiple lines. I don't believe this is a feature so can I ask that this feature be put on the list for future.
Highlighting Gantt Chart Date Columns
I have several projects that were suspended due to Covid issues but are starting to open back up. I have to push out everything due to this suspension and I would like to highlight (or just delete/hide) those date columns during the suspension period. Is there anyway to do that? If not, can I submit that as a feature…
Locking a Formula in a Column
I created a formula in a column that I do not want people to be able to change, but to still function as people add new information in the rows. By locking the column, will the formula still work (the cell will still populat/update) when the reference cell in the row is updated?

Trending in Smartsheet Basics

Is there a way to set up a notification of an uploaded document on one specific row?
I am new to the group and looking forward to learning more about utilizing Smartsheet! I have a colleague that wants to get notifications of new uploaded documents, but only to one row, not the entire sheet. Is this possible?
Why is the workflow running at 1am?
I set up a workflow that when a box is checked and it is a certain market, the workflow is to run daily by sending an email to specific group of people to alert that particular box is checked. The boxes are being checked at around 4pm but the automation email is not being sent until 1am or 3am the following day. Am I…
Gantt chart issue
I'm on a trial basis. I entered all my Tasks/Descriptions/Dates, etc and they look good in Grid view. However, when I switch to Gantt, one one of them runs across a variety of due dates. I'm sure I'm missing something

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