Smartsheet Basics

Archives for June 2022

Question about cell linking and automation
Hello, I have recently been put in charge of several sheets that were managed by someone no longer on our team. I have experiencing an issue with one of the sheets adding in data and I am not sure where it is coming from. The way the sheet that I am having issues with works is that it pull in a Transaction Number and then…
How wide the dashboard screen in pixels?
I attended the Smartsheets day, and loved the presentation on creating a better dashboard, however I can't seem to find the image size that will go across the screen. I've created a nice banner image in Powerpoint as suggested, but at best it works 3/4 screen at about 8 squares wide with a white border. Alternately, what…
Form fields and contact lists
This discussion was created from comments split from: Confused about Contact List functionality ... Best practices?.
Simple Automation Not Working
Hi Everyone, I have set up the following automation: Unfortunately, the automation does not appear to be working: I've saved the sheet and refreshed the page multiple times. Can someone help me troubleshoot? I have a very similar automation set up on a similar sheet, and it's working just fine.
Replacing sheet data regularly to update dashboard
Hi all, How can I replace large swaths of data in a sheet regularly, and preserve its sheet summary functions so that the dashboard will reflect the new data? Is there a way to import an excel sheet directly into a preexisting sheet? Cut and paste is not an option as there is too much data. Thank you for any insight or…
Invite to comment on proof is blank
When I send a proof request to users, the page is often blank after they click on the notification link. Sometimes they see the page for a split second before it goes blank. This is not a user error and I'm a business user so it's frustrating to get no response at all to my ticket. I had another non-user-error issue about…
Updating Column name in forms
When updating the column name in a form (to ensure that my sheet columns correspond correctly to questions) it deletes the help text for my question. Usually I have the help text written somewhere else so I don't need to redo work, but is there a way to avoid this issue?
New To SmartSheets have a project need help with
All, I am trying to setup a Form that another Engineer can fill out to request a quote and start the process of ordering and inventory. Here is my starting point. I want the Engineer to fill out a form that can have multiple pieces of hardware (1 router, 2 switches, 5 Access points) they would all be for the same…
Why is the formatting for the list in the description edit field different than in the form?
The field settings view should match the form view, the field settings are where the edits are made.
How to get access to Document Builder
Document Builder is not listed under the [File] menu

Trending in Smartsheet Basics

Missing Reports on a Dashboard. Then suddenly appears after refreshing. Then missing again.
Hi everyone, Have you experienced being haunted by a Report widget within the dashboard? Our Clients were complaining that some tables within the dashboard suddenly went missing, but after refreshing, it will appear and then gone again. This is my first time encountering this, and I've already raised a ticket to Tech…
Dashboard Issues & Privacy
I have a master data sheet with data on it for 5 different clients. I've then created a series of reports that filter information for each client so they can view their own data without seeing everyone else's data. But I can't give them access to a report without giving them access to the source sheet. So I created a…
how to get automated workflow to trigger when a new row is added from a form?
I've created the automation below and would like it to run whenever a new row is added from a form. I've tested it out and when i create a new row the automation doesn't trigger- where am I going wrong?

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