Smartsheet Basics

Archives for January 2021

Disappearing Rows
I have what I hope is a basic problem. One of my users has a fairly uncomplicated grid the she uses to keep track of submissions. When she adds new rows, they disappear upon saving the sheet. When I look at the sheet, I can see the new rows, but she can't. She has tried restarting, logging out and back in again, and…
Cut and paste form a word doc into Smartsheet cell
Why is S not letting use C&P? I'm a part of a large project that uses Smartsheet.
Using Auto number with child (indented) rows
Hello, Is there a way to set up a column with autonumber fields with a format something like: #.#, where the # after the decimal indicates the subtask. For example: 1.0 Task A 2.0 Task B 2.1 Task B1 2.2 Task B2 2.3 Task B3 3.0 Task C The decimal could be dash or some other character. I'm open to other setups / hierarchical…
Default value in a cell from dropdown menu?
Hi! I'm creating a tracker sheet for a form. I've added some additional columns to help track the status & other info for the team working on requests submitted via the form. One of the columns is a status column, which as a dropdown menu (options: Not Started, In Progress, Complete, Cancelled). Is there a way that when a…
Removing Unsubscribe Option from Automation E-mails
Hi all, Is it possible to remove/hide the "Unsubscribe" button from automation e-mails? We had a team member accidentally unsubscribe from alerts that were imperative for them to be getting and it rendered the automation workflow disabled. Thank you in advance!
Sending attachments
Is there a way to insert the current date in the header or the body of the email?
Reporting using saved snapshots
Hi, We are attempting to migrate & automate parts of Project Budgeting and Pipeline reports into Smartsheets. Each project will be in a separate file. The project managers will be continuously updating each project but we want reporting to work on snapshots/checkpoints created by the project managers. Scheduled snapshots…
Task duration as a function of the number of resources
Hello! Can task duration be calculated as a function of the number of resources? If one person takes three weeks then allocating three people should complete the task in one week, etc. This should be easy but I can't find this capability. I'd appreciate suggestions on how to do this. Thank you, Michael
Task duration as a function of the task Allocated %
Hello!, Can task duration be calculated as a function of the allocation percentage? If one person is allocated 100% for one week then being allocated at 50% the task should take two weeks, etc. Another case may also be useful. If one person is allocated 100% for three weeks then allocating 300% the task should take one…
Form Branding ?
Hi, I created new submission form and it shows martsheet logo Before i had option to show our branding that not visible anymore Please advise , thanks

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Trending in Smartsheet Basics

Sharing with Editors outside our company
Good afternoon! My company works closely with another ambulance service, Company B. Both companies have a Smartsheet Enterprise plan. I have created a workspace that I need members of Company B to edit. Do I need to make them members on my account if they are already members on their account? Or do I just need to add their…
Linked Dropdown Columns
Good afternoon, I am trying to utilize Linked Dropdown Columns for a manual process we have. We have many sheets that use a "Client Name" column with a dropdown list. Whenever a new client comes on or exits, we have to manually update every sheet that has a Client Name column and update the dropdown list. We do not have…
Can one cell change cause workflows in multiple grids?
I'm trying to move data from two grids (Grid #1 and Grid #2) using workflows (When rows are changed) to archive grids when a cell is ONLY updated on Grid #1. Here is my setup and what the issue I'm having… Grid #1 has the column that is being updated. Workflow setup on Grid #1 to move the row when the cell is changed to a…

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