Smartsheet Basics

Archives for January 2021

Editing Cells on a Report without a license
Hi SC -- Thank you for always being so great with support! I have searched the articles and it seems like this should be possible but not able to make it work? In fact when I login as myself (without the license on a dummy/personal email account) I cannot even see the information on the report much less edit the cells? To…
Using Smartsheet for Event Registration Acceptance and/or Event Registration Reporting
1) Are you using Smartsheet to collect registrations for your events? 2) Are you using Smartsheet to report on event registrations in a shared report or dashboard? 3) Can we collaborate? We are an association membership community with a limited budget. We are thinking of using Smartsheet for several different use cases: A…
Summing Durations Issue
Hello , I am looking to sum a durations column that has varied input including hours, days and weeks. However it sums the number instead of the indented values. Ex: 1h, 5d, 2w should sum up to*:151, but instead I get 8. Is there a way to convert all durations into hours and then sum? To make it more complicated I am using…
Can I "count a specific person in an Assigned To column when there are multiple people in that cell?
I want to know how many tasks are assigned to a certain individual, but this individual is assigned to tasks that are also assigned to others as represented in the Assigned To column. The "Allow Multiple Contacts Per Cell" box checked. Is there a formula that will pull out only one of the names listed? i.e., 3 cells have…
Group Management: Download list of group members
Hi! I am a sys admin and manage groups for our account. I have to do an audit/update of a large Group in Group Management. I received a new csv master list of the group of members, including all who are already in the group, and those new members who will need to be added to the group. I think I have to compare who is in…
Forms Announcement: New enhancement for conditional logic
Hi Community, As the PM for Smartsheet forms, I read and appreciate every piece of feedback that you submit. Since we released conditional logic for forms last spring, one of your most frequent requests has been the ability to conditionally show additional form elements. I’m pleased to announce that you can now apply logic…
Document Builder: adding form attachments
Hi there - Is it possible to add the attachments a user uploaded to their form to the Document Builder? I don't see the option to map, so I assume no, but can't seem to confirm that it's not possible anywhere. Also if there is a work around that would be great! The form is a reimbursement form, and including at least a…
Automatic date column completion when a comment is added or modified
Hello, I want to create an automatic workflow to get the last update date of the comment section in a date column. To do this, I created the attached workflow but it doesn't work. Could you please help me to fix it ? Regards, Souhaïl BOUDADI
Convert PDF into Smartsheet form?
Hi all, My workgroup uses the attached PDF for purchase requests. The problem is we rely on the Purchaser to input the request into an excel sheet and that is the only way to track what has been ordered and by who. The requests that get lost on someone's desk sit there until the requestor emails wondering if it has been…
Form submission email
I have created a new form to collect information for Project Change Requests (PCR). The form auto generates the PCR ID and does a lookup to another sheet for the project name based on the project ID input by the user. Is there any way to include the PCR ID and Project name in the email that is sent to the user upon…

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Trending in Smartsheet Basics

Dynamic Dashboard Filters
I would like to add two dynamic filters as a widget within my Dashboard to define a date range (start and end date) which would then return a count value to that same Dashboard. I have been searching for answers but am not coming up with the solution I'm looking for. What is the cleanest way to configure this?
Sorting Columns in Report Widget in Dashboards
Is it possible to sort a report widget in dashboards? We have data that could be sorted by date or by location name depending on the use case. Is this possible? I know the underlying sheet can be sorted by column, but I can't see a way to sort the data in the report widget.
Trace Data Moved by Automation
Is there a way to see where data is coming from if it is input or copied into a sheet by an automation? I have a sheet that is receiving to lines of data every night. I am not sure where these two lines of data are coming from. Initially I thought I was just failing to delete everything I didn't need after a sort, but I…

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