Smartsheet Basics

Archives for December 2022

Indenting Rows
Is it possible to create a workflow to indent rows if a certain criteria is met? When importing or building large sheets, I have a lot of rows to indent. Trying to find a more automated way of indenting a large number of rows when I have a large number of parent rows. thanks for the help!
Can I restrict dropdown options on a form?
I have a sheet that is used for tracking external project requests as well as internal projects. These are acquisition-related projects that only my team logs. As such, I want my Request Type dropdown on form submission to exclude these two internal items. How can I do that?
Adjusting workflow settings to reference only impacted rows
Is it possible to adjust this workflow so that it includes a reference to the rows that are impacted? Right now I get a full list of all the tasks I have to manually scroll and look for the impacted rows.
Formula to return the average of points assigned to a specific person within a specific date range
Hi all, I have a fairly complex formula I'm tying to create, and can't manage to make it work. Let's say my data sheet has three columns, representing a point value given to an individual on a specific date: Person (Number/Text, each cell contains one name) Points (Number/Text, each cell contains one number) Date (Date,…
Editing "Details" in Calendar App
On the desktop, I can edit all fields in the details section of the calendar app just by clicking on the task in the calendar. However, on the Ipad, you can edit everything but checkboxes. It drops down and acts like its going to allow you to...... but it doesn't respond to the selection. Am I doing something wrong. FYI,…
Want a copy of automated email "Send to contacts in a cell"
Happy early 2023! I've created an automated workflow to send a message to "Send to Contacts in a cell" but I'd also like to be copied so I know when requestors are receiving it. How can I do this? Or is there a way to tell "who" was sent the automated email? Currently it would only tell you when the automation was last…
Inventory Management System
Hi there, I'm trying to build an inventory system and could use some help. Our company only supplies a few known items that are allocated by finance, and cost of the products are less of a concern. Our system needs to be geared toward this workflow: -user completes a form to request a product. -system checks inventory for…
PMO Template
Dear All, I like to understand how I can re-create the header row that I find in the Project Intake Sheet in the PMO Template. Can someone please advise? If I set up teh column with a function (e.g. Auto number) it is impossible to enter the word "Project ID" in teh first line as shown in teh image below. How does that…
Is there a way to have links in a drop down list
Hi I want to have a central dashboard where PMs can select a project from a drop down and then have a project specific form open so they can enter weekly updates, Is there anyway of doing this? Thanks Simon
2022 Core Product certification question
Does anyone know if this certification will still be offered in 2023? I want to take the exam but since it is almost at the end of 2022, I wanted to know if it will still be offered. Appreciate the help!

Trending in Smartsheet Basics

Move Row Automated Workflow moving ALL rows regardless of criteria
I set up a workflow to move rows that are marked Closed to a Closed sheet. However, the trigger does not seem to work and when I force run the workflow, it moves all of the rows regardless of what is in the cell. What am I doing wrong?
Search a string and return multiple results
Hi experts, I have a formula that searches a string for a keywords, in a string that may include more than one result. It only returns the first instance found. Is it possible to have it continue searching and return all found keywords? Here is what I have currently…. I am looking at JOIN(COLLECT, but not clear how to…
Custom Report View
I have a report that is pulling information from a sheet. Is there any way to set this report up so that anyone that views it only sees the rows with their name on it?

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