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

Certification Quiz Wrong Anser
Hello, I have a strange question. I just completed the core product prep quiz, and the answers that we given on a couple of my wrong answers were either wrong, or partially wrong. Who would I forward this information to? Thanks!
Editable field within workflow before approve or decline
hello all, Would it be possible to include editable fields for the approver to input specific details before taking action? For instance, in the attached workflow, I’d like the approver to be able to enter information such as the Computer Name, MAC Address, and Applications prior to approval. Similar to how the Comments…
Smartsheet offline for laptop/desktop users
Does anyone know if it is ever the intention to make it possible for desktop users te get something similar to offline forms. We work in the construction industry where internet dropouts are not uncommon on sites and users are becoming frustrated when they get 70% through a complex form and they lose everything when the…

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