Smartsheet Basics

Archives for November 2022

How do you allow unlicensed users access to Resource View in Legacy Resource Management?
Hello, We recently starting trying out Legacy Resource Management as a way to monitor employee capacities and better allocate resources. Resource View is amazing for a team-level view of capacities, but I'm running into a wall with giving others access to Resource View. Are there any workarounds so that free collaborators…
Linking Google Sheets with a Sheet - not updating
Hi - I have been spending the last few weeks developing my Standard Operating Procedures (SOPs) in Smartsheets. I have been having an issue getting my Google Sheets (G-sheet) to sync with the sheets that were formed when I imported the G-sheet. Specifically, when a line item is updated on G-sheets - it is not updated in…
Survey Options
If I send out a Smartsheet Survey link, will my respondents need to sign in to Smartsheet to complete the survey?
How do I customize the subject line for the email notification from a conversation @ ?
Is there a way to customize the subject line for the email notification that is sent when someone @'s you? We have multiple conversations on the go in our intake request sheet but the email notification is generic and only has the sheet name so the people responding do not know which request the conversation is for. We…
Why is parent row showing up in an automated notification?
I have set up a workflow to send a message (to a user specified in another column) when a particular column is set to the value, "Send". This is to happen when triggered. The notification happens as expected and contains the custom list of columns I specified. However, the parent row is also included. I even tried adding a…
columns with dates: email notifications at anniversary years
This discussion was created from comments split from: Years of Service formula.
set reminder for time in diffrent row
hi how can i set a reminder to task (b) for 2weeks prier ro after date of taks (a) ? so in i change task a date task b will change too
How to decide when to use Smartsheet over Excel and vice versa?
Hi All, I am doing my first "training" for one of my teams within my company. Right now (like many people who don't currently use Smartsheet), they are mostly using Excel to gather and analyze data, create schedules and timelines, and for reporting. One of the questions they want me to answer is deciding when to use…
How to return a number between to numbers
Eg: if the value is 75, and I have set of prefixed ranges such as 1-10, 11-50, 51-100, 101-200 etc. Since this value lies between the range 51-100, i want the value to be returned as 51-100.
Bullet Points
Alt 0149 is not working. Is there another way to create bullet points in cells?

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Chart Widget
Is it possible to add a pattern (e.g., diagonal lines) to a dashboard chart?
Setting up a weekly automation to alert someone in 30, 60 and 90 days of a date
I have a sheet that tracks employees certifications. I'd like to setup a single automation that runs weekly to alert the employee when the expiration date is within 180, 90, 60 and 30 days away. I'd prefer that the 180 day alert only be sent monthly until the 90 day date is hit, then weekly. I'd like the message sent to…
Need to determine the stage of a house by the dates submitted
Our builders submit dates at each critical stage. I need to write a formula to show what stage the house is in by the looking at the latest date submitted. Any thoughts to what function i should use. Trying to give the last column "Stage of Job", an answer of Slab, Frame, Cabinets or Final CO, based on the latest date…

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