Smartsheet Basics

Archives for June 2022

Date IF formula providing #INVALID VALUE error
Hi, I'm in the process of setting up a sheet to alert myself and my team 3 months before something is due based on specific criteria. The formula works for some cells but not all of them. Formula being used for 'Review Target - 3months': =IF(GAMP@row = 1, DATE(YEAR([Last Activity]@row) + 5, MONTH([Last Activity]@row) - 3,…
Creating multiple workflow alerts based on different criterias
I have a request update and 4 alert someone based on a certain criteria all in the same workflow, example of alert someone below. The request update workflow works by email address from columns in my Smartsheet, the 4 alert someone are set up by using a condition of looking at the Source Name (4 different ones in my file)…
Dashboard. Rich Text Widget. How to remove hyperlinks?
I have a text (paragraph) which is linked to another sheet. Is there a way to remove the link without deleting the entire text?
Finding workflows a sheet is involved with
Hello, I wanted to see if there is a way to see all of the workflows a sheet is involved in not just the ones created on the sheet. I have a sheet that is being fed information from another source, but I am not sure where from and would like to see the workflow running it. Thanks!
Is it possible to set up a recurring update request that keeps sending until all cells are updated
Hello, I've set up a sustainability tracker for a team at my organisation and they are hoping to limit who access to it, whilst still wanting input from certain collaborators. My idea to achieve this would be using an automated workflow - namely an update request. I'm wondering if it is possible to set up the update…
Email notification worflow
Hi all, if i sent an email notification to someone as part of a workflow , is there any way they can respond via email that would update in smartsheets without having the user log on to smarthsheets this is where we have passive smartsheet users when managing agile projects , where they literally say done!
Pre-Filled Comment Section in Approval Workflow Process
Hi - I've created a workflow based on the 'alert someone when specified criteria are met' template. This workflow requires several different approvals with required specific approval language. Is there a way to pre-fill the approval language if the workflow is approved? Meaning, they hit the approve button, language is…
Looking for Pivot Table Feature in Smartsheet
Hello! I'm needing to recreate this Excel Pivot table feature in Smartsheet: All I need is a summary of all part numbers. I was trying to recreate this with smartsheet summarys but I think I'm off track. I need to be able to do this in a sheet so I can use formulas so a report won't work, I don't think Any insight would be…
How to clear a Cell in a Automation Workflow for a sheet
Hello, I'm wondering if there is a way to blank a cell for an automation workflow. I have it set right now to copy a row to another sheet when a checkbox is checked, then set the 4 cell values to zero to clear them. I'd like it to clear the cell instead with no data and no zero showing. So far I have tried double quotes…
Renaming Column Name in Report instead of Source Sheet
1) Is it possible to change the Name of Column in Report instead of Source Sheet. 2) Auto Columns name is appearing in the Report instead of Column Name (Ex. Created by , Modified By, Created Date and Modified Date). Is there any way to change System Columns name in the Report. Thanks for your support. Best regards.

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Trending in Smartsheet Basics

Quick Fill to Multiple Cells?
Is there an easy way to quickly drag down the same cell values to 1,000+ cells? Important: I have the sheet filtered, as I only want this to be copied to specific rows. I have over 1,300 rows on the sheet, so I can't just use the column formula functionality. I was hoping I could just double click the bottom right corner…
Filters not working appropriately
Has anyone else noticed that filters in Smartsheet show incorrect data? In the screenshot below I have the unnamed filter enabled and as you can see it is displaying a date that falls outside of the range given. Any ideas? ~MR
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.

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