Smartsheet Basics

Archives for June 2023

Converting a date in a text type to Date type
Hi, I have a column as text/number type with date value such as '2023-06-27 09:02:53' and I want to have another column and convert it to DATE column type. e.g "Date as Text Type" column is a text/number field. I want to convert this to DATE and put in the "Date as DateType" column. is there a way to do it?
Users having issues with accessing published sheets
HI I have had several users reach out to me indicating they are no longer able to access a published sheet. They have been able to access in the past but now they are not. Nothing has changed with these published. Yesterday for one user, I deleted their account and re-added. Once he accepted the invitation, he was able to…
Copy changes from Clone Workspace to Live Workspace
Hello all, We are working on a Workspace for a client and they have asked various changes to be made on their Workspace. We created a Clone Workspace to implement all changes and make sure it works correctly. The requested changes had to do with: Adding new columns to a sheet & update columns order Adding column formulas…
Price modeling
I have a dataset with prices on a dozen different products that need to be grouped by country and analyzed for mean, median, mode, count and range (max/min) in order to establish a pricing model. New data will regularly be added to the underlying dataset. All of these functions could be setup in the base sheet's Sheet…
Intermediate license
Hi everyone, I wanted to know if you planned to add intermediate license. Indeed, if somebody just want to modifie a title of a column or a question in a form, this person must have a complete license. I thinks it could be very intersting if you create two type of license one for modifie and one for creation and modifie.…
Reloading the same form
Hi, I'm setting up a form which reloads after every submission but there's no option to get out of the form without closing it completely. You can just close the form and it seems to capture everything, however that isn't very intuitive for the form user. Is there a way to choose "complete another" or "final submission"…
Extracting data from bulk sheets
Hi all!! I don't know if this is possible - we use Smartsheet for all our clients, so over 1000 people complete a type of exam in their own sheet, and have a linked dashboard (both in theor own folder). We look at their pie chart widget in their dashboard to track how far through their assessment they are. Basically in my…
Why is my automation not triggering?
I have two columns I would like to run in an automation, one contains a check box and the other contains a drop-down menu of text values. I am trying to run an automation in which when I check a checkbox in one cell, it updates the "Status" cell in the same row to 'Complete'. The automation either doesn't trigger or takes…
Dashboards
Does anyone know how to send a snapshot of a dashboard? C levels don't always want to click a link. They want to just see the dashboard sent via email so how can I send the dashboard via email and keep the formatting? Print screen and snip are not great options. Thanks
Form has a contact list field, for the contacts are not pulling into the form
Hi, We created a form to take in change request. The sheet has a column 'Interested Party" and this is a contact list. When i am in the sheet, i can start typing a name and the contact list based onthe spell comes up. This does not work the same in the form. Is there a setting that I am missing?

Trending in Smartsheet Basics

Rename labels when using custom colours
I am using Symbols in my sheet for 'risk level' using the standard Red, Yellow & Green. I then have a report showing how many/what percentage of risk we have per risk status above. I have added the report as a widget into a dashboard and am using my companies branded colours in a donut chart, however the label of each…
How can I format the sheet summary "sum" number?
I have a very simple sheet that has a column of numbers. Using a Sheet Summary formula such as =sum([column1]:[column1]) I get an answer, but it loses the number formatting - specifically the thousand commas. Since these are pretty big numbers, I need the commas to appear. They appear on the base sheet for the individual…
Automation email with Dropdown values
I am trying to set-up automation email and include values from a field which is a dropdown. Can it be done in smartsheet? I have tried placeholders but it doesn't work, it's only working with text fields.

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