Smartsheet Basics

Archives for January 2021

Approval Emails - Style Questions
I'm using a form for staff travel requests. Once submitted an email is sent to their manager for approval as part of the workflow. When the email goes out, there are two things I would like to remove: The Row # Footer with "you are receiving this email included as a collaborator etc." I think that people who aren't…
Dashboard Editing
I'm putting together a dashboard and can't figure out why the reports won't align correctly after editing and saving. I also can't find a way to get the columns to be the same size as they are in the actual report. Any ideas how I can fix this?
How to create a time gauge or something similar?
Hello, I am trying to create a widget to display on a dashboard. This widget will give the viewer an immediate idea of where the project is in the project timeline. Ideally, the widget would look like the time gauge image attached. There would be 4 segments instead of 3. The needle depicts where the current date falls on…
Archiving Design Pattern in Smartsheet
Hello, We currently have a very large Smartsheet we use to collaborate with external business partners. I have created workflows to add rows each week, and our cross-functional teams complete tasks related to each of these rows over a period of weeks. We are struggling to find the best way to declutter this sheet once all…
Document Generator
Hello, If I create a drop down list or radio buttons on the document generator it only gives me the option for one box to drag and drop over will the smart sheet know or is there a way to create logic so that if something is selected it's placed in the correct part of the pdf when the document is being generated. For…
Task Name & Sub-Task Question
We use a team task list for all our projects. We use that for assigning individual tasks. My task list has a long list of assigned tasks but if it is not the primary task from the master sheet all of my sub-tasks just show the sub-task name with no reference to the main task (for us it is the project name & percent of…
Workflow Notification to My Smartsheet Contacts
Hello, I have a workflow setup to notify 4 distribution lists which are standard email addresses. I had to add these distribution lists to my Smartsheet contacts for them to become an option in the workflow. I have Automation Permissions set to Unrestricted for the sheet. My notifications are not going to any of the…
Creating a Workflow to move certain data in a row to a New Sheet
Hi There, I am testing Smartsheets on a 30 day trial in order to pitch to my company that this is a tool we need. One thing that would be a big help for us it to cut down on copy and pasting. I see a Workflow for copying an entire row but we don't want all the data to copy to a different sheet. We just want when one row is…
Automation Notification set up for a sheet that is linked to a main sheet
Andree has answered my question this morning about Automation Notifications for a sheet that is linked to a main sheet. So I have tested my changes for Automation Permissions and I still have not received my notification. My main sheet is set up to notify me whenever changes are made to the sheet and I receive those…
Publishing Calendar View in SharePoint
I have a Release Schedule where I enter dates and tasks in to visually show environment status. iId like to publish the calendar view only to our SP site. I've tried taking the Embed URL but it continues to display the grid view in SharePoint. Any insights? Thanks.

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Trending in Smartsheet Basics

Row Menu "Send" Option Not Working
A colleague of mine and I used to use the row menu "send" option with years of success. It would email the row data to an email address of our choosing, but it no longer works. A couple of new interns we hired use the option with 100% success. I have tried all of the solutions found online and have not found a solution.…
Include Attachments in Automated Emails?
Is there a way to include attachments in automated emails? I want to automate communication to simplify a work process. Currently, emails are sent manually and occasionally contain attachments. All of the information my staff would include in the email is in the sheet, so being able to drag an attachment to a line and then…
Automations not working
Is anyone else experiencing any issues with automations not working that have been working?

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