Smartsheet Basics

Archives for December 2022

How to share my form with my team without permitting them to edit the underlying form?
Hello, My team is new to smartsheet and i've created some forms and a dashboard. I've already shared with my team the workspace. I'm trying to figure out how they can fill a form i've created and save it in their folder without changing the original form.
Change update request response email
Happy Holidays!! Any way to change the email address of an update request? presently it come to mine. At times some respond to the email as well as the update request. would love to consolidate all those to another email address. Thank you
Creating a Dashboard using Formulas
Hello, I'm creating a dashboard and I am trying to figure out how to add two different sections (a CAR and Task). I am looking how to add how many CAR's and how many Task were issued for each month. I do have a formula page that states how many for each but I'm not sure how to state per month to be included. Please advise!…
Why does my Column Properties display "blurry"?
When I click to edit one of my column properties is displays blurry while the rest of my column properties do not. Could this indicate an error? See attached screen not.
Compliance question is too long and cannot be shortened.
Hello, I'm creating a compliance audit sheet. Some of the questions are long and cannot be shortened. I read that I could add a 'helper' row. How do I do this or is there another solution? Thank you
How can I filter the projects that are checked?
I want to filter projects affected by a chipset, I tried but I was unable to only filter the projects checked. In the screen shot below I have two projects checked for chipset BCM430132 but I could find a way to filter only those two projects (Hypnos and Cannoli). Thanks
Change a cell automation flow changes all cells in the selected column
I have created a change cell workflow - When Madison is assigned, I want the progress tracker to change to Action Item. When I trigger the automation flow, all cells in the progress tracker column are changed to Action Item. Not just for those rows where Madison is assigned. It does the same for other change cell…
How to view shared smartsheets from outside
Someone from outside my organization shared with me a smartsheet. When I click on the link in the email that came from Smartsheet, I can view the smartsheet fine. But when I click on the folder icon, it navigates back to all my workspace for all my smartsheets created within my organization. I can no longer see the…
Most annoying and problematic functionality in Smartsheet
Setting up a post to list the community's most annoying and problematic features. Perhaps Smartsheet can actually work on them. Sorting - sheets don't auto-sort - have to continue to re-sort every time something new is added AND unable to sort when a filter is on. This is just basic functionality that SHOULD EXIST!!
Creating a how to document
Good day, I am new to Smartsheet and having a issues with creating a simple document for users to show them a process to install software, I normally create them in a work document and give them a link to the network location but was hoping I can do the same in Smartsheet. Thanks Julian

Trending in Smartsheet Basics

Alert Someone 1 Week Before Due Date
Hello Smartsheets Community, I'm sure this is a dumb question, but I can't figure it out and need some help. I need to create an alert 1 week before dates that are entered in a date column field on my sheet (example below). I tried creating an automation, but I don't see where I can select # of days prior to a date. Any…
CAPTCHA within a Form
When I turn on CAPTCHA within the Form setting, what should I see. I was thinking that with this ON, a user accessing the Form would start seeing CAPTCHA type windows and questions, however, I do not see that happening. What am I missing?
Workflow Subscription
Hello, I have someone who unsubscribed from the automation workflow notification and now needs to be added back. How can this be done? Thanks!

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