Smartsheet Basics

Archives for June 2022

Admin permissions not working
I'm an admin, yet I can't do simple things like add columns. What am I doing incorrectly?
error using INDEX MATCH with @row
I'm trying to parse a column from one sheet to another. The formula I'm using is =INDEX({sheet with column Range 1}, MATCH(client@row, {sheet with column Range 1}),1) The end of the formula is 1 as the column number is 1. I'm getting an UNPRASSABLE error. Cans somebody please advise. Thank you.
Unable to add a new event to the calendar app
Hi. I am using the calendar app to surface due dates across multiple sheets. The set up is working the way I intended, however, we cannot add new events to the calendar. Is this because the calendar is serving up a report and I can't add items to the report? It appears that the finish date and the sheet name are the fields…
Can I copy individual fields (within a column) to another sheet in particular order (Workflow)
Dear all, Can I copy individual fields (within a column) to another sheet in particular order triggered as Workflow process? I have a main sheet that is used to capture activities and statusses. Based on a specific status a part of the information (in specific order) will need to be copied to a new sheet to make it ready…
How to remove duplicate rows after copied from source sheet to target sheet?
Hi, I have 2 sheets (Source and Target), and setup the automatic copy-row when the condition is met (i.e, Critical Task=Yes). I have a "Copied Row" as a helper row for it to trigger whether or not to copy the row over to the target sheet. Yet I ended up with duplicate rows in the target sheet. How do I set it up so that if…
Project Metadata sheet for each project or Master Metadata sheet. Which is best?
I've just started working with Smartsheet. The Learning Center is very helpful and I'm setting up a proof of concept in the trial version following the directions here for setup: https://app.smartsheet.com/b/publish?EQBCT=8c1ace8ce2d14472a986005d454626d8 I have a single Project Intake Sheet with all projects on it and I'm…
Sheet Being Sent Monthly
I have no idea on why one of my smartsheets is being sent to the same person for the past three months on certain days. I don't see a recurrence anywhere for sending emails with attachments. Could use some help please
Forms - Send Auto generated number to requestor during form submission
Hi, I have created a form wherein have selected a column which is Auto number generated to create a New ticket # each time a row is added. Is there any possibility, that this ticket gets picked during "Send me a copy of my responses" At this time, it send only details as captured on the form but not this Auto Generated #…
Nested IF, OR, AND with TODAY formula to return a symbol (RYGB) based on "Drop Down Menu Status"
Hi All, I'm trying to set a symbol (Red, Yellow, Green, Blue) in a column based on the individual values in one column. Here is what I have so far (but it is wrong): =IF([Current Status]@row = "Sarepta", "Green", IF(OR([Current Status]@row = "Thermo", [Current Status]@row = "Catalent"), "Yellow", IF(AND(TODAY()[Current…
Automation not running as expected
I am having an issue where my automation is not sending out the email notification when triggered. I have two automations tied to a ticket when the status changes to 'completed'. One will run and work but the other does not, it does not show in the automation pop up that it is running either, it just shows when it was last…

Trending in Smartsheet Basics

Linking sheets for a dropdown
I have 2 sheets: Model-Part Number List and Shipping & Receiving Log. On the Shipping & Receiving Log I want there to be a drop down that selects model number from the Model-Part Number List Sheet. Then I want to automatically populate the corresponding PartNo and Description to the Shipping & Receiving Log from the…
Remove automation recipient from a workflow
We have several automated workflows that need to be cleaned up and I cannot find the name of a previous recipient. Is there a way to find a name other than search each workflow?
Current User Report Filter to Include Group Memebers
I currently have a report that is filtered to show tasks assigned to the “Current User”. The Current User may have teams members who help them – say User A has three assistants. I would like the Report to allow the assistants to also see the tasks assigned to User A. There are multiple Users who have assistants…

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