Smartsheet Basics

Archives for June 2022

Data connector date changed between smartsheet and excel (created date)
I bring a lot of data into excel from smartsheet using the data connector (enterprise license). I usually keep the system field, Created (Date) in sheets so that I can see that updated data has been imported into excel. Tonight for the first time I updated data in a sheet with 1842 records from an oracle database and the…
INDEX MATCH FORMULA
Hello, I'm using the following formula in one of my sheets. The expectation was to have the formula compare random entries within the {WARRID} and [Claim ID]:[Claim ID] column and when a match was identified return the cell value contained in the {POTTL} column for the matched row. So far I have not had any luck.…
Using a form to create child tasks
I've read in several places that this isn't possible but I keep getting so close I don't want to give up. The need is straightforward. When a form is submitted add a number of child tasks to the entry. Here's what I've tried Create a template sheet and use VLOOKUP or INDEX to update the the parent task, then trigger a…
Dashboards
Hi - i have a number of sheets for capturing Risks which have drop downs in the some of the columns. My manager wants to pull key data from this into a dashboard to present a visual summary of our risks/issues, but i cannot seem to get any column with a dropdown in it, into the dashboard - surely this is possible?
Show Percentage from Sheet as Pie Chart in Dashboard
Hi- I have a user on my team who is looking to show progress made against major tasks in his sheet as individual pie charts on a dashboard. For example, if "Milestone 1" is 50% complete, he'd like a pie chart on the dashboard that's just half filled in. Some of these tasks will just have an estimated percentage filled in,…
Workflow Notifications
Hoping someone can help with the below: For my department's invoicing process, a smartsheet was created with 15 different workflows, one for each vendor. Each entry could require anywhere from 2-6 approvals from management based on the invoice amount. Recently, some aligned users have been receiving MULTIPLE email…
How to use a Form to gather information on existing data?
Hello, I am looking to use a Form to gather survey answers on existing data in my sheet. For example a project is sent to the Customer and 10 days after the State changes to 'Customer Review', an email notification will go out with the link to the Survey Form. How can I capture the results from the survey form into the…
Using data from the Dashboard to a Powerpoint slide
How can I transfer or copy-paste graphs from the Dashboard to a Powerpoint slide?
Flourish Charts
Hello! I discovered Flourish which is an online platform that allows you to build beautiful charts for FREE. Once published, I can pick up a URL, script, or iframe code to use elsewhere. However, when I drop the code into my smartsheet dashboard as web content, it says "We can't find any embeddable content from this link."…
Conditional Logic in Forms
I am trying to use logic in my form, for example I know that I can do 'if field fruit is apple then show field grocery' however I was wondering if there was a way to do "If fruit is any of apple or orange AND dessert is cookie THEN show the following fields: grocery" , so that two different fields (columns) could be used…

Trending in Smartsheet Basics

Why would line breaks NOT present in the Report View be present in the Dashboard Widget view?
I have a field I am pulling from Salesforce into Smartsheet that has often has a lot of line breaks in it. I used a CHAR formula to remove the line breaks, and it shows correctly without the line breaks in both the Sheet and the Report. However, as soon as I pull the report into a Dashboard widget, line breaks appear…but…
"Filter Off" setting does not persist
I've seen several issues posted regarding sheets maintaining a previous filter applied when the sheet is re-opened. The tech support response indicates the user should change the filter and save the sheet; however, a simple "filter off" selection does not prompt to resave the sheet. Bookmarking the URL that is created with…
Workflow
Hi, I manage a portfolio that issues permits for film shoots. Currently, our process is largely manual: applicants submit a form on our website, we receive an email, add the details to a spreadsheet, send an invoice, request proof of payment, and finally manually update and generate a PDF permit to send back to them. I…

Help shape the future of Smartsheet.
Share your ideas and feature requests.

Watch video

Smartsheet Basics

Discussion List