Smartsheet Basics

Archives for June 2023

Attachment Previews on Reports in Desktop App
Good Morning, I've had a few users in my ecosystem complaining that they can no longer preview attachments while working in a report. My user base only attaches PDF's. After some testing on my end I found some odd behaviors. This has become a quality of life issue, our production team utilizes a master report that pulls…
Automation - Workflow - Reminders when a date is reached
Hi, I created the below workflow to alert me 1 week before my due date column for a project I am working on smartsheet. I am not receiving any email alerts - I did check and I have all notifications allowed under my account so that is all good. Have I not set this up correctly maybe? Does it look okay or do I need to…
Move rows to another sheet Workflow - Select a destination sheet is blank
I have created plenty of sheets that have a workflow to move rows to another sheet. There were no issues to create those automations before until now. I am the owner of all of our Workspaces and sheets but for some reason Select a destination sheet window is blank. I have tried to sign out and in and tested with the…
How to show the duration a task took to be completed between start date and end date
Hello, I have a sheet with various tasks (over 1000) and I also have the date and time the task was created and the date and time the task was completed. I would like to display in a dashboard the duration that the task took to be completed. Could you please help me find the best way to show this? Thank you!
How to manage content calendars in Smartsheet
Looking for some marketing data on usage of Smartsheet. Please help on how to use Smartsheet for creating and managing content calendars. · Creating and managing content calendars in Smartsheet · Utilizing Smartsheet for collaborative content creation · Managing approvals and revisions with Smartsheet
Smartsheet Notification settings
Hi, I would like to ask where I can find the settings to change the email address when the owner acc forwards a notification email to other emails automatically. I tried to find it in the automation but there is no file created to do this settings. And personal settings do not have this option as well. It was set by my…
Permission
Hi, I would like to ask is there any where to show the history of the permission level shared ?
Orderable Charts
Good morning, I've done several searches here but now I'm going in circles. I have a sheet with records of usage of certain scripts we have. Each row has the user name, the script they used and the time they saved by using each script. My goal is to create a dashboard with two bar charts: user name vs total time savings…
Formula for Status Summary Report and Project Task Completion
Hi Smartsheet Team, I have the following charts. Left one, I retrieve the data from Status Summary Report. On the right side, I have the formula to calculate the Project task completion. However, you will see the complete % is different between these 2. My "Not Started" in Sheet Summary formula is =COUNTIFS([Count of…
Attaching the same documents to every row in a sheet
I am aware, in the past, that there was no fast way to attach the same documents to every row in a sheet. There's a question about this back from 2018 in the Community, actually. Has this changed? I have a sheet with 400+ rows where each row needs the same attachments (so that they go out as part of the update request).…

Trending in Smartsheet Basics

Baseline disappearing when exported in PDF/PNG.
I've discovered a bug where the baselines displayed on the Gantt chart disappear when exported to PDF or PNG. This is clearly a defect, and I hope for a swift fix.
Looking for Tips on Building Smartsheet Buy-In
Hi everyone, Our department is still relatively new to Smartsheet, and overall, the rollout has gone well — most team members have been enthusiastic and quick to get on board. We’ve also had a few internal champions who’ve helped drive early adoption, which has been a big help. That said, we’re seeing a bit of hesitation…
Keeping a submitted form as a document
hi there, I'm setting up a new Smartsheet - i also need a form to go with it. usually the form gets submitted and a response at the end says captured. i would like to keep a copy of the actual form as a document - to download it. Is this possible, if so, how do I go about this? thanks so much for any help.

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