Smartsheet Basics

Archives for July 2022

Hierarchy Question
So I'm trying to distinguish the the differences. Is this example below correct or am I off?
Card View Question
So in Grid View, I have the following columns available: However when I go to card view, I only see "status" available to view by. I was wanting to view lanes by assigned to contacts to see users and their cards. What am I missing here? Thanks in advance.
Automated Workflow - Triggering Alerts to Emails in Column on Sheet
Hi There, I was setting up an automated workflow for one of my sheets but ran into an issue. I want to alert the person (whose email address is a data cell on the sheet) when the status of a cell has been changed to "Order Completed". The trigger conditions for the workflow are fine and make sense but how can I designate…
Export SS form conditional logic?
Hey there, Is it possible to export the questions and conditional logic in a form to some sort of flow chart etc.? I have a fairly complex form and need to document, but looking to avoid building a flowchart myself manually. Thx, Willie
Can you send selected rows (more tan 50) from Smartsheets to email?
I've tried to send about 90 rows from one sheet to email and it does not display all the lines on the email. Is there away around it?
Critical Path Not Updating After Task Completion
So, critical path is driving me crazy. All tasks have a dependency, and I do see a critical path (although it does not match what I think it should be). However, when I mark a task in the displayed critical path as "complete" the critical path is not updating, and that completed item is still on the critical path. What is…
Document Copy sheet
Hi Everyone, Have a question, If I make a New Sheet/copy sheet out of the current project one will that be automatically gets updated according to the original Sheet inputs ? If not than can we have quick suggestion on this? Thanks
How can I get scatter charts to work on Dashboards?
I have numerical data in two columns on a report and I would like one column to be the x values and the other the y values on a scatter chart. There is a scatter chart option in the Chart Widget, but it only plots the x axis as a category axis, not a numerical axis. That defeats the purpose of the plot. Of course I can…
How to update Metadata with new information on Intake sheet
Hi, I have an Intake sheet with a column Status, which is currently empty and not used for anything. I would like to use that column to indicate whether a project is active, on hold, or closed. That information should then feed through to the All Projects Summary sheet so that I can filter on the project status. But this…
Saving data for future use...
I am a newbie, I don't know how I could accomplish this task in Smartsheet. Let's say that I need to send 3 different proposals to a client (many different products with many different quantities). Each proposal would come from the same sheet AND to be able to retreive all values of each proposal in the future (kind of a…

Trending in Smartsheet Basics

How do I add text to a formula
My current formula below works, and returns the value, 25%. But I want to add specific text to the value returned. So it should read, 25% - Milestone 1, or Milestone 1 - 25% =INDEX({Milestone 1 - Preliminary Design Range 1}, MATCH([Activity ID]@row, {Milestone 1 - Preliminary Design Range 2}, 0)) Thanks.
Several Columns Have the Same Name
I have several workspaces that people use to make different sheets. The problem is that whenever I try to make a report for someone and I'm sorting out which columns to include, there are several columns with the same name. For instance, if the column name was 'Contacts', there are four columns named 'Contacts' which each…
Copy Row Automation
I have a workflow which when a new row is added and fulfils a set criteria, the row is copied across to one of two sheets. When it copies across, the row is filled in in its equivalent row in the primary sheet. How can I get the copied rows to fill in the next available row on the new sheet? Here is an example of the row…

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