Smartsheet Basics

Archives for June 2021

Can't seem to clear a filter in a report
Am I missing something? I created a filter in a report (to filter only to a specific type of clinic on my list of healthcare clients). I was NOT able to clear it when done. I had to remedy by making a NEW filter that simply said show me everything if the field is NOT blank. Is this a known issue or is there a button I am…
Pop Up Message
Hello, I don't think this is currently possible, but I'd like to confirm. Is there an option to configure a popup window to display when a box is checked? I'd like to add a checkbox that removes a row but would like to require the user confirm that is their intent. Thanks, Khari
Data entry in Smartsheet->Invoice generation->Send to client->Sign->Attach signed invoice to row
Currently we use the Google Doc integration to produce an invoice pulling the data from a selected row in Smartsheet. This gives us a pdf, which we then manually deliver to the client, get signed, then scan and upload. We would like to change to an e-signature. Adobe can do it, but we would need to export our file to…
Add a row of data to charts
I update a dashboard with a number of charts on a weekly basis. Every week I have to reselect all of my data, reselect the columns I want in my chart and respecify the chart type to only add a new line of data. Am I missing something? Is there a simpler way to just include an additional line of data in my charts?
User Management Upload csv trouble
HI there. I have been trying all day to upload my contacts to the user management page, but it simply does not work. I have tried all the suggestions on this community, to no avail, I have to send something out urgently and cannot do so until I have all the contacts loaded properly.. but am simply stuck. anyone that can…
Using automation to create copy of deleted rows
A suggestion for the SmartSheet development team: there's lots of posts in the community forum about retrieving deleted records and making back-up tables. Perhaps something that would fill a gap would be a new option on automation: trigger = "When rows are deleted" !! Seems so easy and simple then to set-up a workflow:…
Can data received from a form be sent to different sheets?
Hi everyone, I find Forms is a great feature to gather consistent data and then take actions. I wonder if there is a possibility that we can send data received from a form to different sheet? Now I think it is only possible for one source sheet. Many thanks, Dat
Is there a webinar or video tutorial on how to set up the Project Management Office template?
I seem to get stuck whenever I try to add an additional project and the formulas between sheets don't seem to transfer properly. I've reviewed the written instructions several times but I can't figure out what I'm doing wrong. I would love to see an example of how to set up multiple sheets that roll up to the dashboard.…
Resource Allocation Filter
I''ve created a new view for my resource allocation. I have a few projects that have resource view enabled. However I only want to look at 2 of my project to see the allocation. When I select the two project in the filter, I notice that my list or resources is by far smaller than if I looked at all project. However upon…
Help Needed
Hello, All. I need to create a formula where I am summing particular values in the same column wherever that value appears. For example, if 1 appears 5 times in the column, I wish the formula to return 5. However, I also wish this formula to sum up 2 other values in the column if they appear (column value equals that…

Trending in Smartsheet Basics

Auto populate name
Is there a way to auto populate a name based on what user checked a box? User checks an column, the column next to it auto records that user as the "checker"
Reactivating a sheet/form
One of my sheets reached its limit which caught me off guard. Before I could even try and move or delete some rows my form that was connected with it deactivated and now I cannot even open it. Is there a way to reactivate the form?
Multiple Contact list with Request Update
I have found that I can not include a Contact list column which is set to Allow multiple contacts in a automated request an update action. If you include the contact list column, none of the specified fields will show up and the open request web page only has the message, no submit or field list. The only work around I…

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