Smartsheet Basics

Archives for November 2020

Sales
Are any Sales Departments in Columbus Ohio currently using Smartsheet?
Using a formula with parameters that are calculated in RIGHT/LEFT function
Hello everyone, I have a problem with one formula and I do not know how to correct it : I have a sheet with four columns : First one : the date in text format Year-Week number Second column : extract year Third column : extract week number Fourth colmun : calculate an automatic date I would like to use a formula that…
Is there a way to run a report on a user's activity?
I know I can run their smartsheet access report but that doesn't give me the information I need. I think the best way to explain what I am looking for is to give an example. I am trying to create dashboards for some of the executives so they have their most used smartsheets all in one place. The user access report says…
Where does Smartsheet record the user name/ID of the form submitter?
Our team tried to get fancy by asking for the form-filler's User ID and try to get Smartsheet to perform an 'auto-lookup' of that ID in a separate spreadsheet (or maybe the user directory) to autofill their name, email address, department, etc. Naturally, that didn't work. So now we want to get back to basics. But, uh...…
Can Smartsheet Allow to save direct the attachment in Smartsheet without reupload?
After we open attachment from Smartsheet , it will downloaded and we need reupload if we made changes. Is there anyway that i can open the attachment file, make the changes , save and it will replace the existing files?
Error With Link To Report Through Dashboard
I have an issue with a shared viewer of a dashboard where they get a blank (no content) report when they click on the link in the dashboard. As the creator of the dashboard and the report i can see the content of the report just fine when i click through to it. However they just see it as blank! They are a shared viewer to…
Allow only the 'Contact' to edit their Row
Hello all, With our team to looking to return to the office, we thought a simple dashboard to track where each team-member is located would be useful (similar to https://www.simpleinout.com/en-au). One final improvement would be to only allow the individual listed in the Name column to update their location(s). Is there a…
Sharing smartsheet with the restrict of records Creator
Dear Sir/Madam, Is there any option to share sheet with restriction of Records creator. In My case: I have created one sheet with the form. (with 8 type of Forms). Requestor (Record Creator) are submitting request using smartsheet form but do not want to share all records to all requestor. Want to restrict the sheet to see…
Smartsheet Problem: modification of cardViewbyColumID by the browser while opening URL
Currently we face a Problem while using URL´s to specific CardViews of a Smartsheet table. We use a dashboard as access point to different card views of one smarsheet table. The respective card views are saved as URL´s to predefined settings of a combination of a preset filter and view by column ID. That means, clicking…
Help with template set selection
I'm looking for a template set (set of template sets!) to create a prototype but I can't find what I need. Could someone give me some recommendations? We will have multiple templates for different types of project (website development, etc.) and for personal task/objective management. Some of the project sheets need to…

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Filter for comparing dates
Trying to create a filter to only display rows when dates in "Max Obtained Date (LW)" column are greater than dates in "Max License Status Date (NMLS) column. Any ideas?
Read cell with comma as a number/value
Dear all, I have a column with numbers that can contain a comma. I need to do a sumif on this column, but Smartsheet reads this column as text, and therefore my formular does not work. I have tried different ways to convert the column to a number in another column, but I have not managed to find a function that works. I…
Suggestions for multiple file uploads?
I'm looking for suggestions on the best way to create an intake form that would allow external users the ability to upload documents in our system. The idea is that internally we would be alerted when documents are uploaded, review and approve them. External users may need to upload 15 documents. Any suggestions?

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