Smartsheet Basics

Archives for June 2023

Pre-Populating A Dropdown Field In Smartsheet Form Based on Previous Dropdown Selections
Hello, I am currently working on a form with seven dropdown fields. Each field has 2-3 dropdown options. I also have a dropdown field with two options (Approved and Notification) that I need to be automated. I need to set the form up so when a user selects certain options from the seven dropdown fields, the…
Calendar App vs. Published Calendar View
Our support team is trying to publish a calendar and allow customers to click on the time slots for and enter their information to book a training. I have the sheet and the automation working well (formulas, automation, etc.). This all seems to work in Calendar view, but the saving and all gets a little weird, and the look…
How can automation change a cell value without the appropriate approval workflow trigger being met?
This one is a doozy and I feel like I must be missing something obvious, so bear with me: According to the activity log on my sheet, the status of three rows was updated to "04 Shareholder Review" by Smartsheet Automation this morning (6/8/23): The problem is that all three rows had already been fully approved and sitting…
Any way to lock columns, but still be able to edit via Update Request?
We have an issue where users can edit certain columns in the sheet, and it has an affect on workflows, etc. We want a way to be able to lock certain columns so they can't be edited in the sheet itself. They do still need to be able to edit other columns, so we can't make them just 'viewers'. However, locking columns also…
End User - Features locked down?
New to Smart Sheet, been using it for roughly 2 months as an end user. I want to like this app and not sure if it's the app itself or if the PM has locked it down so much that it is unusable. First, I can't sort on a "% Complete" column to know what tasks are complete and which need work on (this is on a filter that the PM…
I have a report in a Dashboard that doesn't show the results.
As you can see, the structure is there but it is shown as if there were no data. Yet when seing the report, there should be various entries... The viewer is not set to "its own perspective", so I don't know what I am doing wrong... Pls anybody can help ? Thanks
Can you format the comments in a card description? Bullets or anything? Mark up?
We are moving to Smartsheet from Trello as a company. One thing I'm missing is being able to format my description, especially missing the ability to add bullets. Just want to make sure it's not available and I'm missing somehitng!
Multiple Forms, One Smartsheet
I created two identical forms (except for the name) and both of them populated into the same smartsheet. Is there a way to only see one form's submissions?
Can't find how to enable % Complete column
I am new to the app working in a Trial window. I have searched the Help but cannot seem to resolve how to enable the % Complete column. Dependencies are enabled. System Settings only gives me options for "None" or "Notes" for a % Complete column. Only thing I seem to get is the ability to add custom columns. Any direction…
Tracking stages
We have stages in client on boarding and we would like to track the stages automatically, I want to track the stages by weeks for example client 1 stage 1 happened in week 1 and stage 2 happened in week 2 is there a way or work around to track the stages?

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Trending in Smartsheet Basics

Conditional formatting for dropdown with multiple options and OR condition
Hi experts, I have a problem with a conditional formatting rule not performing as expected. I have a dropdown field called "Transit country", and multiple country options can be added from a list (not blurring out the actual options as I'm sure we're all aware of current travel concerns). I've used Contains as it's…
Set Default Value in Form that is NOT a Dropdown Value
Hi! I have a sheet that has two form that feed into it. This is to report on Closures due to Staffing, Weather, and Facilities. One team submits closures for Staffing and Weather, while another team only submits Facilities. When I created this set up I have it so the one team gets asked "Reason?" then they can select…
Email notification Lay out
Recently, I got an inquiry if there was any changes or update made in Smartsheet that made the lay out of the email notification change. Specially the Details part. It use to be on a vertical layout but recently we were seeing that it became horizontally. Is this a recent update with Smartsheet?

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