Smartsheet Basics

Archives for January 2021

Forms: how to make dates static
We have a form that has a date field for "week ending". We'd like to be able to only have the dates that are for the actual end date (Saturday) to be available for use. Right now since it's a date field it pulls up the calendar and they can choose any date. Other than going to a drop down and putting in the next 56…
Importing Excel Sheet
Hi , If I add an existing Excel sheet that has VBA coding to import info from another document, will it still work once it's imported into Smartsheet or will I have to re-import it each time there is an update. Thank you!
Automate: Assigned to
Hi, We have just started to use Smartsheet in our organization, and for each week we are onboarding new team members to our workspace. Is it possible automate the contact list that we use in the column Assigned to, so its in sync with the people that are in the Workspace? Now I have to manually go into every project and…
Dashboard PDF
Is it possible to automate sending a PDF version of the dashboard to a group or manually selecting something to send a PDF of the dashboard to a group?
Creating multiple rows of data from one Form submission
Hello! Does anyone know if there is a solution that would allow a submitter of a form to create multiple rows of data within a sheet without having to submit multiple forms? I don't think there is a solution, but I did think that I saw a few posts on here regarding a work around solution. Thank you for any suggestions.
When using a form for input, can I add multiple rows?
I am using a form to input 'New Items to be added to the POS'. Process: a form is filled out by C-Store associates when a new vendor order comes in and some of the merchandise is new and not in our POS (This means that the register has no price for the new merchandies). The form is a way to alert Accounting to add the new…
Parent/child hierarchy disappears on the report
Hi When I build a report the parent & child hierarchy from the sheet doesn't pull across, is there a way to make this happen please?
Smartsheet access
Can i provide access to some projects in smartsheets for folks outside of my organization(vendor)? If yes , any warning should i be aware of?
Legend to Project Timeline
Dear Community I create a project schedule as a gantt chart an would like to see a legend below if I export it to PDF. In this legend I would like to see what a color of a timeline means. For ex. I use dark blue for night work so legend should show a dark blue rectangle with a comment "Night work". Thank you very much Alisa
11 new rows always pop up even after deleted
hi all anyone have similiar problems? these empty rows keep appeared even after deletion. i havent create any automation and the properties also cannot be seen

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Dashboard % are not matching
Hi! I have a Dashboard feeding off pretty simple raw data. It's mainly detailing this is how many accounts we think we'll get, this is how many we've gotten and then provides a %. I wanted to add a chart just to pretty it up a bit but now the % done is reporting differently and I have no clue why. Here is the raw data: The…
Showing "stacked" data / Statuses of items by swimlane
I have multiple items that each have their own statuses and that roll up to "workstreams" or swimlanes. On the dashboard, I would like to show the progress of the items by swimlane without breaking it out into separate widgets for each. This would ideally be a stacked bar where each bar represented the Items and was broken…

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