Smartsheet Basics

Archives for December 2021

Send A Daily reminder based on Status field
First off thanks for this great community. Being new to Smartsheet, this has been a great resource to help with the deep dive. I would like to report so far so good!! I have been digging and looking into the process to send a daily email to update staff on what is left on a task list with a status not = completed. The…
need creative idea: work document (sheet/report?) shared with external stakeholder, frequ. comments
Hi, I´m hoping that someone has a creative idea for me. Scenario: While working on multiple projects, I depend on frequent updates from an external stakeholder (ES). I thought I could set up a report and share it with the ES so that we can both use the comment feature to exchange updates/feedback, but sharing a report…
User permissions
Dear Smartsheet Community, I am turning to you because I am having an issue that I am not able to resolve. I tried to ask smartsheet directly but they haven't answered yet. I do hope you can help me. I am a licensed user (pro) and I collaborate with many other consultants (mainly free users, some pro as well). On my…
Formula for years and months between two dates - three dates
Hey Smartsheet! This is regarding service/employment time for employees and I want it in years and months. Right now we have one that works for just years and that formula is: =IF(DATE(YEAR(TODAY()), MONTH([Start Date]33), DAY([Start Date]33)) < TODAY(), YEAR(TODAY()) - YEAR([Start Date]33), YEAR(TODAY()) - YEAR([Start…
Columns (fields) not available when creating a form
I am creating a form from a sheet but not all the columns in my sheet are available to me in the form. I've tried making a copy of the sheet and creating new forms but I still only get a subset of my columns. What could be causing that? Thanks much, Andrea
Find the source sheet of an automation email
Can anyone tell me how to find the source sheet of an automation email? An email was sent to someone in error which they forwarded to me but there is not enough information on the notification to identify which sheet is the source of the automation? There is an ID at the bottom of the notification, am I able to use that to…
Update multiple report filters from a dashboard
I have a dashboard that shows multiple reports based off of the same source data. For me to update the metrics on the dashboard I need to click into each report and update the date range. It would be fantastic if there was a way to update a date range from the dashboard and have it apply to all of the reports. Also while I…
Question on Dashboards
I am trying to create a graph on my dashboard that shows a month by month historical trend line graph. When I try and graph out the info it sorts the months by alphabetical order rather than in the correct order. I have 2 columns on my source sheet pulled into a report one that shows the date an item was entered and I have…
Using forms to add data to an existing row
Hello, I can see that a form will populate data into the next available row in Smartsheet. Can forms be used by other Team members to to gather and add info to pre-existing rows, governed by a specific date as an example? Regards, Richie
Tracking Summary Sheet Data Weekly for KPIs
Hey everyone I am trying to take weekly snapshots of a summary sheet to be able to create a chart of that data over time. Ideally in 1 year I would have a report/sheet that has 52 lines of the following, updated, data. Is there a way to do this in smartsheet alone or is the best method to use something like Zapier to pull…

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Trending in Smartsheet Basics

Send QR Code in an Automation
Hello! I have a user that manages events. When an event is completed, she would like to automatically send an email with a QR code that will take the recipient to Cvent to complete a survey. My thought was to keep the QR code image in a Sheet Summary field and then link to it in the sheet via a column formula, then create…
Membership/ Access question
Hi Everyone, My IT has a lot of confusion on what we access we really need to have for certain people. What is the difference between a "Member" and a "Licensed User?" We have a lot of sheets that have owners who do all of the changes of the sheet. I know that they need to be licensed users. But then, we have a lot of…
Quick Fill to Multiple Cells?
Is there an easy way to quickly drag down the same cell values to 1,000+ cells? Important: I have the sheet filtered, as I only want this to be copied to specific rows. I have over 1,300 rows on the sheet, so I can't just use the column formula functionality. I was hoping I could just double click the bottom right corner…

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