Smartsheet Basics

Archives for December 2021

Filter options not showing
Hi all, I am trying to create a filter to only show one selection from a drop down list. When I begin to create the filter and go to select which option I'd like to filter, it's not there. The option shows up on the form and in the Smartsheet but does not show as an option when I try to add it to a filter. Any suggestions?…
How can I update a row's information using a form?
I have a sheet that identifies each submission by a submission number. If I use that submission number as the "matcher" how can I update the other columns in that submission number row? I created a form but it only adds rows at the top. However, my coworkers will be using this and they won't have access to the sheet so I…
Can you pull in children rows based on parent row criteria?
I am trying to filter a report based on parent row criteria but also show the children rows for the parent row. Is this possible?
Add month to Date
Hello, Please help me why when the "C Date" is December, and the "IN Freq" value is "12 Month" I got an error "#INVALID VALUE" and it works if "C Date" is December and the "IN Freq" value is " 6 Month" with the formula below: =IF([C Date]@row = "", "", IF([IN Freq]@row = "", "", IF((MONTH([C Date]@row) + VALUE(LEFT([IN…
Drop-down choice based on rows in another sheet
Is it possible to define the single choice column, for which possible choices are loaded from another sheet? For example, I created a nomenclature sheet for issue types. I use it to define (via VLOOKUP) a issue code prefix based on selected type. But the choice of types itself I have to type in the consumer sheet. So, when…
Function vs Project Structure
I am a contractor with many projects and I am trying to determine if it is most beneficial to have the individual projects have their own sheet with various silos of activities (in-field construction activities, office deliverables, accounting processes, etc.) and run a report for each team member/silo of responsibility. I…
How to calculate number of request per month and status?
Hi, Data are: Requested date formatted as 12/01/21 and Status such as New, In-Progress and Complete. Now I would like to calculate how may request do I have per month and the corresponding status. So basically considering only open requests. thank you in advance for your help.
Adding Approve & Decline Approval Button in body of Outlook email
Hello, I believe a 2-3 years ago this was possible. I'm looking to add an Approve & Decline button in the body of the outlook email vs. clicking on 'View Request' to Approve or Decline a request via Request Approval Workflow. Is this possible? I've outlined where ideally would like the buttons to go if it's possible. Thank…
How can I drag a file from Google Drive to a Smartsheet form?
Hi. Is there a way to adding files to a Smartsheet form directly from Google Drive without having to download it to a computer and then uploading it again to the form?
Can you specify additional columns to include in an @mention message
Currently the only included in the message is the sheet name, the row # and the Primary Column entry. Is there a way to include other specific column entry information?

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Need Help w/ Report View - Nothing Is Showing
Hello Smartsheet Community, I need some help with a report that I created and shared with a customer. The customer is not seeing any of the information that is pulling into the report. See screen shot below that the customer texted me. I do have the report filter only showing the customer their product pulling from our…
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…

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