Smartsheet Basics

Archives for May 2021

Automation notification without email
Hi, Is that possible to create an automation workflow with a trigger to alert someone BUT only when in the notification center of smartsheet (without sending an email?)
Comments Box on the left
Is there a way to have the comments box notes reflect in ascending order of the latest note you made, where it shows your most recent note at the top vs scroll to the bottom?
How to do independent cell conditional formatting in the same row
I have the conditional formatting set up exactly as I need however, if the first rule is met, it then applies to the other "Days Outstanding" no matter if they are met or not. For example, the IT status is "submitted" and days outstanding is greater than 3, so it is correct to be highlighted. However, the Security is…
Document Generator from multiple rows into one Document
Can I select multiple rows to a single document to "Mary": Name item Qty Price Mary 1234 01 $10.00 Mary 2345 02 $35.00 Mary 3456 01 $90.00 Mary 4567 10 $ 5.00 Also, will the document generator create multiple pages based on text wrapping? Thank you,
Can a dashboard be exported to a Google slide deck?
I would like to take parts of a dashboard and roll the data into a preestablish Slide deck
How to automate monthly metric?
My customer is looking for a month over month metric for a dashboard Essentially, how many rows out of the total have a check mark in a certain column at the start of each month. They want to be able to see the trends over time, so I need to show all the months as time passes. Counting the check marks with a =COUNT formula…
All projects not showing for a resource in resource views
I have a resource view set up and one user, Lori has 4 of her projects showing but not all showing. Is there a limit to how many show up under a user/resource? Other projects she has assigned tasks to are showing up under other users/resources so they are set up for resource views correctly. Thanks for any info you may…
Adjust Chart Axis
I have a chart within my dashboard that I'm unable to correct the (Y) axis to reflect 0% -100 % . It is currently reflecting 0% -120%. None of my data from my sheets will ever approach beyond 100 %. How do I correct this ?
How do I adjust the spelling of someone's name in Smartsheets. - RESOLVED
I adjusted the spelling in my contacts, but it is still showing as an incorrect spelling in the drop downs on the project sheets and raids for assigned to.
Alert someone automation - Not including attachments
Is anyone noticing that a automation of alert someone is not including attachments of that row, even if its to send all rows, comments and attachments? If I right click on the row and send it, it includes everything - but not on a automation.

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IF {Status} is "X" or "XX" and {Date} is in the coming 90 days
Hello, In the formula below I am asking if the status in a reference sheet is "Pending Submission" or "Pending Approval" then display "No" in a symbol column. I would be very grateful for any best practice on how to structure the formula to add in if {status} is "Pending Submission" or "Pending Approval" and a {Date…
Multiple Selection in drop down or buttons on forms
There should be a way to select multiple options on a form when choosing from a list.
Copy rows to another sheet multiple times
I have a sheet in which staff can enter their upcoming PTO with a start and end date. I want to view in calendar view with individual entries on each date, not one bar that spans across multiple dates. Is there a way to copy a row to another sheet multiple times based on the number of workdays between start and end date? I…

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