Smartsheet Basics

Archives for August 2023

Workflow trigger "When rows are added" not being triggered
Hi, I have a workflow set up that should be triggered when a new row is added but is not working. I am currently adding rows through a form submission but I've tried manually populating rows and neither are triggering the flow. I've reviewed other posts in the community that mentioned to delete rows rather than clearing…
Forms
I created two different forms and the data entered on both of them is saved in the same sheet. How do I get it to save on two separate sheets?
What is the best way to use Smartsheet to track questions and answers with multiple responses?
I have a client who would like to both ask questions about their work product, and have the responses tracked in Smartsheet. This has typically been done through email exchanges with different coloured writing, but it's getting confusing and difficult to track the conversation (plus someone will reply to the wrong email,…
Export input into a formatted form
Our current package lacks the dynamic and data shuffle features, and unfortunately, we're unable to invest in acquiring them at the moment. With that in mind, could you please advise on the most effective method to transform a submission input from a form into a visually appealing PDF for printing?
Deactivating the former administrator
We are looking to deactivate the account of the former administrator. We understand that the assets created by ad managed by the account will remain active but are concerned that the folder structure will be destroyed. Can anyone clarify what will and will not remain?
Record a date on the start date field when the status's changed
Hi Smartsheet Help Team, When the status's changed to in progress, I want to set up the automation and record the date in the start date column and when it's completed, record the date in the end date column. However, it's said there are no date columns, but I have the start date and end date columns (see below). Do you…
Update a cell value based on previous entry
I have a screening log for people going in and out of an area — I am wondering if it is possible to look at their previous row for direction (in/out), and default to out if no previous data has been entered for them. I am currently using an identifier column for NAME + COMPANY via index match to essentially create a…
The import csv contact list does not seem to be working, is there an issue?
I have attempted all of the useful tips regarding formatting, headers, google sheet conversion, and non of them seem to work.
Left Align Primary Column Not Working Properly
It looks like there is spacing or tab on the left side of my primary column. I made sure there was no spacing and I tried to reapply the left alignment, but to no avail, I can't get rid of the extra spacing. Ideas?
Using update request feature with display logic
With update request automation, the form is missing the display logic created when updating it from the email alert, although it is working when the initial form was submitted. Is there any way to keep the display logic when updating the form as well?

Trending in Smartsheet Basics

How to disable Workspace panel?
How do I disable the workspace panel? It is annoying every time I open an asset (report Summary, or Dashboard) it automatically opens. this was an issue in Sept. and was corrected by Smartsheet doing a roll back but now its back again. Please add an enable/disable setting!!
Creating Graphs
Is there a way to create a similar graph in Smartsheet? Thanks!
Activity Log Error for the past 3 days?
For the past 3 or so days, in the activity log, when trying to expand the view to see what cells changed, I receive an error message saying we are having trouble reaching Smartsheet right now. Is anyone else having a similar issue or is it just me?

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