Smartsheet Basics

Archives for April 2021

Forms - Going back to make changes
Hello, Is there a way to go back to the form and make edits? for example, one section of the form is for user A which he/she will complete their fields, save and exit out of it. User B comes in later to update section two. How can user B bring up the form again to complete their section? Cheers, David
How to Trigger Workflow
I have a sheet that contains a status field that could be one of the following values: Closed, Pending, Active, Failed I'd like to trigger a workflow for an update specifically when the Status changes from Active to Pending. Any ideas on how to do that? Thanks
How to create a form that dynamically expands number of rows of data for a single question?
Hello, I am attempting to create a Smartsheet form that resembles an Excel design and want to understand the best process when creating this. Challenge: This particular form will be filled out by users to enter their expenses incurred for travel. Travel could have more than 1 taxi ride or multiple flight plans. Having a…
Index Match Between 2 Sheets
I am trying to use Index Match between 2 sheets to pull a value and can't figure out how to get it to look at the other sheet as a reference. I have tried several variations from what I have found here but can't get bast error messages. I want to pull the name from column "eCW" in the sheet called "eCW Users" into column…
Using Forms
Hello, does anyone know when you use forms as a quiz and have multiple choices with only one right answer how do you ensure that only one selection is allowed? Currently we used logic to identify which answer was the correct one but I can't seem to lock it to only one selection for the user can see if he has the wrong…
Is it possible to do a mass change of permissions in a workspace?
Hi all, I put together a workspace that has an entire office shared to it, later realizing I should of made people editors instead of Admins. Is there a way to change everyone all at once time or do I have to click through each person and change their permission? Thanks, Amanda Jeske
Using Reports on Dashboards - Current User
Hi there, I have a report that shows a timeline for each of our clients and it is filtered by Current User based on assigned tasks. I was working on building out some dashboards for our Account Managers and when I add the Report Widget to the dashboard it shows my tasks to the end user and not theirs. Is there a way to get…
Parent Rows Not Summing % Complete of Children Rows
Hello, I have a Sheet that has multiple children rows below the Parent Row (and tabbed in) and the Parent row either only shows the % Complete of the row directly below it or does not show percentage complete of any of the children rows below it. I've checked that the children rows are tabbed in under the parent row, also…
Getting Error on Formula - #INCORRECT ARGUMENT SET
I am getting an error on the formula I have entered saying #INCORRECT ARGUMENT SET =IF(AND([EHS COVID Approved]@row = "Yes", [ExComm Travel Approved?]@row = "Yes", "jeff.shepherd@advance-auto.com")) Basically it is not inputting the Jeff.Shepherd@advance-auto.com email as the answer if the 2 conditions are met... not sure…
Message in a bulk email
When a user get a single request the message shows as I have it in the workflow, see this example. But when it is a bulk request, so 7 or more rows going to the same email the message I have in the workflow does not appear or when you click on the "open update form" either. Here is an example of the bulk email with no…

Trending in Smartsheet Basics

Record a date automation isn't working
I set up the automation below, and it's not working. When I change the status of a row to complete, nothing happens. If I go into the automation manager and select "run" or "test" the completion date column fills in with today's date. What am I doing wrong? This should be straight-forward. I've tried building this…
Why are my Task Rows expanded every morning?
I've been using smartsheet for a few years now and never had this issue before, but starting this year, every morning when I go into one of my project sheets at the start of my work day they are ALL expanded. I have parent and child tasks that are 100% completed a year ago that are now suddenly expanded every morning. So…
Where are the AI (formula generation) icons now? 2025
Before, I was used to seeing the AI icon listed on the right side menu, at the bottom. where is the AI formula generator icon now in 2025?

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