Smartsheet Basics

Archives for January 2021

Task Automation Question
How can I automate when a task is assigned from another user to automatically add to my sheet?
Best Practices for managing 60+ projects in Smartsheet
Hello, I am a fairly new user of Smartsheet and have recently started at a construction company as a project manager where we design manufacture and erect large steel buildings for rural and industrial use. (From farm sheds through to aircraft hangers and fabrication workshops.) We have up to 70 projects active at any one…
I would like the default value for date in a form to be now. Example: Today(), Now(), etc...
The default value in a form to be today(), now(), etc...
Form integration with proofing
Hello, I work for a CPG company and we have a checklist we want 4 different departments to check when they are asked to proof apart form other observations or comments they might have. It is important for us that everyone checks these boxes to avoid any legal errors with the packaging in the future. For this purpose I…
Can I use a Join when trying to create a report from 2 sheets
I want to "Join" the data from one sheet to the other sheet in a Report using the Primary Field so that I only get 1 ROW with all the columns filled in. Instead, I get DOUBLE primary each with data populated only from the Sheet it came from which isn't useful at all. Is this possible?
Comments on row using Comment vs Cell comments and reading through cell history
Good day Smartsheet community, I am trying to see how everyone else is managing progress/next steps for each task or action. Are you all using the comments function or do you have a row and just type up comments and right click Cell History when you want to read what has transpired? Hoping to get best practices. Thanks,…
Can I set sheet to show the sheet summary when a user lands on the page?
I'd like to display the sheet summary when a user lands on sheet, and keep the summary open until a user dismisses it.
Column Character Limit
I am looking for a way around the 50 charcter limit in the column headers. I have a sheet that sends out update requests monthly to various team members and the headers are questions they are required to answer. I am having a difficult time paring down my questions to 50 characters. Any ideas on how to get around this? I…
Basic Automation flows not working
I cannot for the life of me figure out why the most basic automation tasks are not working. I have checked my permissions and I should be getting notifications, but my workflow seems to work very sporadically. I want the email to be sent to the PM when the "helper box" column is checked just so I can see what the email…
Making mandatory an update request in automation workflow
I would like to know if in an automation workflow is it possible to make it mandatory to modify or change a column data or field in the request before making it complete. I have set a Field of the status of Our customers, and in a certain moments I need our sales team to update some columns,... I did a workflow to send…

Trending in Smartsheet Basics

Are Automations the BEST WAY to clear a sheet before a Bridge Workflow is run?
I've seen various ideas on how to clear a sheet using bridge before beginning a workflow. However, could it be as simple as this?: Add a checkbox column such as "Delete Row" Use Bridge to change all rows to be removed using an "update sheet" in Bridge. Use automation to move rows out when the row is checked instead of a…
Issue with Dashboards Showing Percentages with Unwanted Decimals
We are having an issue with the way Dashboards are now showing Percentages (if the source value was an integer). It sounds like Smartsheet implemented a silent update to Dashboards, but as part of the update, the behavior of some of the widgets changed. We have a Project Management workspace template, that includes a…
How Can I AutoAdd my SysAdmin user Group to Every Newly Created Workspace?
I have a set of templates pulled together that will be used for every new Workspace going forward. I also want to ensure that my SysAdmin Group is always assigned viewer access by default. I added my SysAdmin Group to the template workspace as viewers. I did a "Save New" and selected the Sharing Options checkbox "Sharing"…

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