Smartsheet Basics

Archives for September 2020

Change from Licensed to Free Smartsheet Account
Hello, We are in the process of moving some users from a full licensed account to a free account in our Enterprise Plan. Reason being to control editing and changes to sheets in our business by setting up "Powerusers" in our company What's the best process to move someone from a Full Licenced account to a Free Account?…
delete data from a cell without eliminating the formula
Is it possible to delete data from a cell without eliminating the formula?
Is there a way to do an Org Chart in Smart Sheet?
I got this link from a colleague https://www.smartsheet.com/org-chart-templates-excel it has a bunch of excel templates and then at the bottom it says "Make Better Decisions, Faster by Creating Org Charts in Smartsheet" but then does not give any info on how to do that.
Form
We currently have form based on smartsheet, but need to enhance form to show user only records mapped to their username in smartsheet
Vlookup on sheet using form submission
I am using a form to add a new row to a sheet with each submission. I have a field on the form that the user selects if this is a new contact or previous contact. If it is a previous contact, I want to pull information from another sheet for this contact. To do this I have a Vlookup formula that I was able to get working…
Be the first to try new Smartsheet capabilities
Hi SMAR Community! Do you get excited for Smartsheet releases? Do you love trying out new capabilities? Are you an innovator always looking to build new solutions with Smartsheet? We created the Early Adopter Program just for you. The Early Adopter Program gives you exclusive, early access to some of our newest…
How many versions?
How many file versions will Smartsheet keep of each file? I'm part of a business plan.
Importing contact information
Hello, I have a list of 450+ contacts with name, email, and two phone numbers. I know that I can mass import the names and emails, but the phone information does not come over. Is there a way I can do that? Thank you, Tayler
concatenating dates
I'm trying to concatenate a client code column (in a text format) with a long form date column (2018.04.27) so the concatenated column would appear like this — BHI2018.04.27. But, when the date appears in the concatenated column it shows up as BHI09/08/20. Is there a way to make the slashes go away, or have it appear in…
Template for routing for signatures?
Hi all, I'd like to create a template that can be used to route through our Root Cause Analysis Team for signatures. All plans need to get signatures from team members, patient safety managers and hospital leadership. Does anyone have an existing template that you could share that would serve this purpose? Thanks for any…

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Is there a way to see if my sheet is being referenced?
I have a sheet I would like to delete but I want to make sure it is not being referenced or being pulled into a dashboard. Can I do that?
How to have separate data table for a new version of the form?
Hi All, I created a copy of the form I used so far, to ask a bit different questions and to collect the data in a bit different way. After the pilot stage I want to decide which version 1st or 2nd of the form will be used as the final version. But I see that the data punched into this 2nd version of the form are collected…
TO DO LIST follow up via general meeting list
Hallo en good afternoon , All the meetings within TVP we list them up into a Smarthseet. Grid is named by meeting follow up…. Into the sheet we have created different intern customers. This makes that we have a report per intern customer , so you can work easily in meetings with a structure. As you see below Build up in…

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