Smartsheet Basics

Archives for January 2021

File shortcut on dashboard
I was hoping to be able to create a file shortcut on a dashboard im creating to a onedrive file that is synced from a sharepoint account. However I dont seem to be able to select the synced folder, I can only select files that are based on onedrive. Is this correct? Obviously I'm able to add the file as a url shortcut but…
Can Smartsheet generate QR codes to access forms?
Hi. I woud like to be able to generate a QR code to leave at specific work sites to give workers at that site an easy link to access to smartsheet forms. We already use forms to record entries into our service logs but we are growing quickly and have lots more sites and it is becoming tricky to manage. If we were able to…
Project health using DELTA
I am playing with the Project management Office Template. Each Project has a project planner. In the project planner there are two sets of dates: Start/End and Targeted Start/End ??? How are these two sets of dates suppose to be used ??? Why would they differ? and how does it all work with the two calculated 'Delta'…
Can I pull out a metric from a REPORT?
Anyone? :) Thanks in advance!
How can I allow a Dashboard viewer to add comments to their requests?
I set up a service request Sheet, a Report that pulls from this, and a Dashboard for the Requestor to see the status of their requests with the gadget for Reports. How can I share this Dashboard with the Requestor and allow them to add comments to their requests whenever they want without sharing the underlying Report and…
How can I create multiple rows from one form entry?
Can I put a list of selections (employees) in the Employee field of a form and have multiple SS entries with the other fields duplicated for each employee?
How do you remove sample data from template sets AND clear out data from 2020 sets to restart 2021
I am brand new to SmartSheet but immediately recognize the template sets as being extremely useful. I am trying to customize the Marketing Shared Services Template set but... in general HOW do you delete the sample data in the template sets so that you can start using what you customize? I can't clear out the Marketing…
How do you remove sample data from template sets AND clear out data from 2020 sets to restart 2021
I am brand new to SmartSheet but immediately recognize the template sets as being extremely useful. I am trying to customize the Marketing Shared Services Template set but... in general HOW do you delete the sample data in the template sets so that you can start using what you customize? I can't clear out the Marketing…
Copy column from one sheet to other sheet
I have a master sheet with the event name, date, location etc. that when a row is added to master sheet I just need the name and dates of event to be imported to new sheet (Event Shipping Manifest). Can that be done? Thank you for your help.
Remove a dropdown option once selected
Is there a way to have a single select dropdown list where once an option is selected, it is no longer an option for others to select? I'm trying to create a sign up sheet where someone can volunteer for a specific date and time, but once that slot is filled, someone else cannot sign up for it. I'm trying to do this in a…

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Is it possible to offload an attachment with Data Shuttle?
Hello, I am working on a workflow in data shuttle where it offloads any rows that have the helper box checked. Most of these rows will also have attachments that are filled with data. I find that when I offload, the attachments do not come over. Is there a way to include/ download/ offload/ export/ the attachments as well?…
If you switch your Grid View to Table view, can and will your sheet stay as a table view permanently
I ask this question because i have switched my grid sheets before to table view and exited out of the sheet, then when i come back its back in grid view. Just wondering if thats normal. thanks
Core App Certification
Hello, I was planning on taking the Core app certification exam and it says Purchase Required on the page but there is no place to purchase. It also says "Access ending soon" when you navigate to the page with product certifications. Can someone explain what is happening?

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