Smartsheet Basics

Archives for December 2021

Utilizing a Template
I located this template while searching on google, but it's only available when starting a Free account? My corporation has a Smartsheet account I want to use this template is that possible?
Why is copy and paste adding characters?
I am trying to copy and paste rows over from Excel to Smartsheets. It does work; however, it is adding extra characters to smart sheet. I attached a picture so you can see. Here is the original excel, and then what it looks like in Smartsheet. Is there any work around this?
Check-box not working
I set one of my columns as a checkbox so the information can be marked as complete once it is reviewed. However, the small checkbox is not populating the column entries. I have set this up before on another sheet with no issue, so not sure what is going on. I have unchecked the checkbox option and selected it again several…
How can I get SmartSheet to help with ongoing issue with sorting by contacts?
We stopped being able to reliably sort reports by any Contact column many weeks ago. What seems to be happening is that in some rows the contact's name is used for sorting purposes, and for other rows the contact's email is used. The renders sorting to be fairly useless. I am sure there is a "workaround," but we have…
In the automation email notification, is there a way to edit who the email came from?
For example, is there a way to edit the name Bill Sjolinder so it's from a different name or general name? Bill Sjolinder had created this smartsheet form and shared it to me. He transferred me ownership and still an admin.
Setting up a Record a Date workflow - will it account for fields already changed?
Hello - I have a sheet that requires text in a specific column field. I want to set up a Record a Date workflow for anytime the text field goes from blank to containing any text (not blank). There are currently over 900 entries and half have some sort of text entry already in the field in question. If I were to start a…
Auto fill a form ?
I have a sheet that has say 50 questions on it. Some of them I can pull in from another sheet, and I just need to confirm the answer with the client. Is it not possible to display that answer that I pulled in from another sheet when I use the form view instead of the sheet view? The form looks much better , but you can't…
Automation and system column
Hello, We would like to get an email notification with the name of the last person who edited a row in smartsheet. To do this, we have set up the column “Automatic / system numbering” - “Modified by”. However, we have many automations in our grid. So a modification has an impact on different cells. And when the…
Summarizing labor hours per person across multiple sheets
I’m looking for some advice on how to achieve something. I manage multiple projects, each with their own project plan sheet. On each project plan sheet I have a column that lists the estimated labor hours for each task. On a dashboard I would like to be able to show the total labor hours broken out by person across all…
Tracking Template Usage Weekly
Hi, I have a set of mandatory templates/sheets within smartsheets that need to be filled in weekly by my team. I have a date cell recording when the sheet was last edited and who is responsible for filling the sheet in and am looking to create a record of who has filled in their templates each week. Unsure of the best way…

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Trending in Smartsheet Basics

Is there an export feature when in "Table" View?
I’m working in Table View and can’t seem to find an export option. Is there a way to export directly from this view, or does it need to be switched back to Grid first? Any guidance would be appreciated.
Suddenly receiving multiple emails titled "Your Smartsheet Order has been Activated"
Starting a couple of days ago, I started getting 2 or more emails a day about my account being activated. I have a monthly subscription but have never received this type of email from Smartsheet. The email looks legitimate - the sender is "reply_to@Smartsheet .com" - except for maybe the greeting, which is "Dear Customer".…
Uncategorized items in timeline view
Hi, I have a sheet setup which has a number of columns one of which is called category. All values in this are filled in but when i go to timeline view - some values are showing as uncategorised. Other ones are categorised correctly without issue. I cannot figure out how to resolve this, i have tried removing the group and…

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