Smartsheet Basics

Archives for May 2021

Question about displaying current month data on dashboards
Hello, We have a sheet tracking monthly metrics and I would like to find a way to flow only current metrics onto a dashboard. My goal is to have the dashboard be a snapshot of the prior month metrics. So if I were viewing the dashboard in June, I'd see metrics for May for several different data points. I'm thinking maybe…
How have folks summarized statistics from multiple sheets to feed a chart widget?
Our marketing folks use a new sheet for every campaign. During the span of a few months, there could be several dozen such sheets active. They are all built from a template and reside in the same folder . Within each sheet there are several summary fields that can indicate number of tasks, number of unstarted tasks, number…
Partial Critical Path Display
Hello Support team, I am having problem to display the full critical path. Basically, my project has 3 section and Critical path is highlighted only in the last section. The activities in section 1 and 2 can be complete in parallel. Could you help me on that? Thanks
Not able to attach the file using "Add Shortcut" widget in smartsheet dashboard.
I am trying to attach file from OneDrive using Add shortcut widget in the smartsheet dashboard, but the file is not getting attached. Please find the screenshot below :
Deleting Multiple Update Requests at once
Is there a way of removing old update requests from a sheet? When I click the Update Request icon on the right side of the screen, it shows me a list of update requests but they are all old and I'd like to remove them if possible. Is there a way of doing this automatically instaead of going through them one by one?
Workflow review
Hi all is there a way to show if workflows you have set up , have gone to various users. I have people saying they havent received the notification, but others say they have. Thanks Tom
Workflow
Hi all is there a way to show if workflows you have set up , have gone to various users. I have people saying they havent received the notification, but others say they have. Thanks Tom
Assign To workflow using full names?
Hi Am using the new 'Assign people' in work flows and rather then use the name in the 'Contact List' column Smartsheet is using the users full name. (see attached). The non licenced user's full name appears nowhere in my contact or user management lists. (just deleted and ran a test, still full name) The use of the full…
Show milestones along a row with multiple dates
It is possible to show milestones along a single row with multiple dates per the screen set below?
Email Alert Notification
Hello, I know Smartsheet will allow you to create an automation that sends an email alert to an email from a contact list or to someone who has access to the sheet. Is there a way to send an alert to an email address in a particular column that does not meet the previous criteria? I am setting up a new hire form that a…

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Is there a way to put a display name on a hyperlink in the Form Description?
Is this possible? I see it was asked quite a few years back and a couple people added it as an enhancement, just wanted to see if it was ever implemented?
Sheet Summary best practice - request for guidance
Hi, I have a sheet summary that is calculating the same values over and over for different categories - a total and progress counts for Fred, Wilma, Barney and Betty. What's the optimal way to do this? Should I create all values in a single sheet summary or can I create multiple summaries for the same sheet, each focused…
Formula to populate red, yellow, green balls
Hi, I'm looking for help creating a formula to populate red, yellow, green balls based on a compliance level. Any help is appreciated. Kindly, Jolene

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