Smartsheet Basics

Archives for July 2023

Conditional formatting in Gantt not working with dependencies
For some reason it seems like my conditional formatting rules aren't being applied to certain rows in the Gantt chart side of this sheet. The problem is resolved if I disable dependencies, but I need those and don't understand why this should matter since I don't have any rules related to status or % complete in the…
Document View 💡
Hi Smartsheet Team, I hope you're doing well. I've been using Smartsheet extensively and have a technical suggestion that could significantly enhance the platform's capabilities. I'd like to propose the implementation of an advanced Document View feature, which would enable users to seamlessly interact with both tabular…
How to fill a column with list values from another spreadsheed or vice-versa?
i need to group values from one list into another spreadsheet so i can sum values
Configuring Predecessors in forward scheduling vs backward scheduling
I have a user who wants to schedule some projects in a forward-looking manner (top to bottom) and schedule other projects in a backward-looking manner (bottom to top). To explain to her how Predecessors would need to be configured in either scenario, I created the little example shown below. In the FORWARD section, the…
Cross referencing same range across multiple sheets
I am using one sheet, call it Program Data, as my source data for piping into my many Project Sheets. The Project Sheets have a Project ID in one cell that determines which line of the Program Data sheet to call out (e.g. Start Date, Team Lead 1, Team Lead 2, Team Lead 3, ...). I can't find a way to link each cell without…
Recommendations for Mass Comms Content Calendar
I'm researching different templates within Smartsheets that would best fit the needs of a few internal teams for a mass content calendar to manage scheduling for external outreach among overlapping constituents. On a basic level, we can enter information on the regular sheet grid and flip to calendar view as needed,…
I have lost the ability to share a filter from a sheet I am the owner of. Any suggestions?
I have shared many other filters but some reason now I cannot. Any help would be appreciated.
Dashboard Metric Breaks on Update of DataShuttle
I am sure there is something I am missing. But I try to set a Dashboard Matrix on a field that is refreshed by Data Shuttle. But when the Grid refreshes it breaks the Metric and says Data missing even though there is data in the field. Is there anyway around this or does Data Shuttle always break a Metric Cell?
Formatting report data coming from Sheet Summaries
Hi, I have created a Sheet Summary Report which pulls data from the Summary tab of multiple source sheets. Nothing easier, right?? But, I can't see any way to center-justify the data in the report (because normally it grabs the justification from the source sheet column). Is there a command somewhere I'm just not seeing?…
Dashbord
Hi, I am having trouble integrating the data from a form to a chart widget on a dashboard.

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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