Smartsheet Basics

Archives for October 2022

Is it possible to embed an Excel pivot table on a published dashboard (for external viewing)?
I have an Excel pivot table I'd like to surface on a published dashboard, for external viewing. I shared the Excel file using Share -> Embed to get the link, and then I added it to the dashboard using a "Web Content" widget. However, it's not working. It displays to external users as shown below. Anyone know how to do this…
Automation for When Contact Not Associated Properly
I have a sheet in which data is pasted (or imported) from another source. One column (Requester) has been set up using the Contact list column type, as we have automations based on the status in another column changing or a row comment. The team entering the data pastes the data, then manually changes the Requester field…
Auto-numbering on one sheet based off Customer
I want to have one intake sheet that auto-numbers based on a customer. Example: ABC Company and DEF Company - I submit a new project using a blueprint and I want them to be labeled ABC-0001 and DEF-0001 on the same intake sheet automatically. Is this possible?
Is Smartsheet having issues with uploading CSV files?
I have been unable to upload a CSV file to smarthseet today. I'm curious if this is an issue others are having.
Resource Panel not showing all resources assigned to task in Sheet.
Hello, I'm having an issue with all of my resources showing up in the resource panel as well as the task reflecting in Resource Management. I have verified they are in both modules, Smart Sheet and Resource Management (As a managed resource in RM) but they are not showing up and Smart sheets does not even give me "the user…
Is the sheet search function down? I'm unable to search any of my sheets. Oct 31, 2022
Making an order request form but need the ability for multiple items entered into the same order
I work at a manufacturing company, and I am creating a request form for our parts department. The way it is intended to work, is our Maintenance Technicians fill out a form with basic information (their name, part number, priority level etc.). This form notifies the parts department to check into the order and then sends…
Using Column Type "Symbols"
Hello, I am using Smartsheets for performance assessment using the symbol column-type >>star ratings. The options are available as a drop-down list with options to select the choices. Looking for a workaround that generates all five starts and the user can select his choice rather than using a drop-down list. Regards
Conditional Formatting on Two Comparable Values
Hi All, I'm very new to Smartsheets and struggling to figure the conditional formatting/formulas out. I have two number columns 'EBT' and 'ABT'. I need to conditionally format them so if ABT is more than EBT, it flags red. If ABT is less than EBT it flags green. Thanks! :)
Monthly Report Naming
Good morning! I have a monthly report that is autogenerated and sent out so that I don't have to go in and touch it. I love this feature, but I can only figure out a static name for the report. As the report is generated monthly I would like to be bale to identify it in the name of the report or the at least the subject…

Trending in Smartsheet Basics

MAX COLLECT for dates in a row
I have a certification that requires a few lessons to be fully certified. Each lesson has a completion date in it's own column and a date column for when they become fully certified. So, if there if one training is missing a completion date they are not considered fully certified. My need is to be able to collect the max…
PDF Icon / Thumbnail in the row?
Hi, I'm sure its a big use of smart sheet, I use various registers to store documents especially drawings. Each row is a drawing or document, if there are different Issues I use the upload new version. There are the Ref#, Issue#, description and drawn date columns etc. The drawing is a pdf attachment. However you can not…
If date range includes a Friday - check a box
I have a sheet with a start date and an end date. I would like a checkbox column to be checked if that date range includes a Friday. Any ideas on how I would do that? Thank you in advance. Jennifer

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