Smartsheet Basics

Archives for May 2020

Can I disable "Display Summary Tasks" at the template level?
I have a sheet. I save it with Display Summary Tasks disabled. I create a template from sheet. Any new sheets using this template now have "Display Summary Tasks" enabled. Am I doing something wrong or do I need to file a feature request?
Why does cell history show user updating cell?
"View cell history" for certain cells in a collection of rows shows a user updating those cells at 8:43am. In Activity Monitor, I see that user's action at 8:43am was "Row hierarchy changes." So, she didn't actually update the cell contents, which is just a formula displaying red, green or yellow status if certain dates…
Pulling Multiple Rows of Data into 1 Cell
Hello, Does anyone know how to pull multiple rows of data into one cell? I'd like to build a cell that look-up the date "05/20/20" and brings all the values into one cell. I'm thinking vlookup: =VLOOKUP("5/20/20", {Test Range 1}, 2, false) + " - " + VLOOKUP("5/20/20", {Test Range 1}, 3, false) + " - " + VLOOKUP("5/20/20",…
Moving Row Automation Not Working
I have a sheet that has 3 columns that need to match true before moving the row to a completed sheet. We are using this as a tasks/job tracker for a warehouse. Having an issue when the conditions that need to be met are not as simple as Complete, Complete, Shipped or Delivered before the row is moved to a completed sheet.…
Move row automation/ Advance options
Hello, Is there a way to select the fields (columns) one wants to move to another sheet thru Move Row automation? One can use Advance Options> Column Visibility to select what to show for Alerts/Reminders and even in the approval workflow but it's not an option when moving/copying rows. Thanks
How do I edit a Google Doc from the Smartsheet Dashboard again?
I have a Google Doc embedded in a Smartsheet Dashboard that I used to be able to edit right from the dashboard. In the last couple of months, I have not been able to update the Google Doc from the Dashboard, which is a problem when I am in a meeting and want to add notes while doing a presentation about the dashboard. Has…
User access report, is there such functionality?
Hello, I would like to see a report where I can see usage of a Smartsheet. Is there such functionality?
Save as New folder creation based on field value in sheet
We have a master sheet that contains all of our projects that are submitted and as new projects are approved (indicated by a value in a field), we make a copy of a template folder (Save as New). Is there a way to automate this process in Smartsheets? Ideally as the field goes from submitted to approved I'd like the folder…
Insightful & Vote Up Buttons
Hi, can anyone point me in the direction of an explanation for the 'Insightful' and 'Vote Up' buttons? Thanks Steve
Trigger Conditions
Hi I am really struggling with the trigger field and options! I've got a workflow that triggers when a row is added or changes. Part of the process for declining, and requesting further information, will not trigger again in the workflow back from the start. The original trigger field, in all the training I see online with…

Trending in Smartsheet Basics

How to Share Single Workspace Folder?
I have a workspace that I created with two subfolders. A user needs to have access to only one of them but when I have that folder selected, I can only share the entire workspace with them. Is there a secret way that I can share the parent folder and ensure that any new files created will be shared with the same people? I…
SUmmary in Report Widget
How can i create a Report widget that only shows a status with "red status" from my main data source? Do i need to create a separate data source on just my "red status"
Time Zone / real time stamp
hello, How can I set our account to reflect real time and dates. for example, when viewing the cell history, It usually shows the day before. The correct time stamp for this edit should be 9/3/25 5:50pm. Any way to change this to our correct time zone? We are in Guam.

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