Smartsheet Basics

Archives for August 2023

Generating a Document
I want to generate a document using DocuSign and I know with the fillable PDF you can use information gathered from form entries for the PDF document. My problem is that I cannot get DocuSign to pull in the email's from the contact lists columns. It is my understanding that this is a possibility but I just cannot get it to…
Workspace Columns
Is there a way to add a 5th column to the workspace? I need to be able to see who the last individual was that modified the sheet at a glance.
Alert on Attachment Upload
Is there any way to run an automation or an alert when a file is uploaded to a row? Is there any way to run an automation or alert when a row is missing an attachment? The only work around we've found so far is to put in a check box that must be checked when the file is uploaded, but we are hoping to automate that process…
Multi-Workspace Automation
Is there a way to set an automation that will apply to a specific sheet across all workspaces? We have many workspaces (one for every client of ours) and we need an automation on a particular task notification. When we have a change in staff, we have to go to every sheet individually to update that automation. It would be…
How to combine multiple sheets with large volume of data
I have a large data set (9K rows + 250 columns) so it is broken up into multiple worksheets. Is there a way to combine? I have figured out how to build reports on multiple sheets, but not how to compile the results for a dashboard (ex: count how many records are across all sheets and have this on dashboard with a breakdown…
How to populate a contact column based on two other columns in the same sheet
Greetings all, I could use everyone's expertise please to figure out an issue with populating a contact column based on two other columns in the same sheet. I'm close to a solution but have one final hurdle. I have one column called "Purchase Requisition (PR) #" and another called "Contact" populated by a form where a user…
sharing sheet
Hello, I've created a form, where the back end of it is a sheet where all the information is saved. I want to restrict visualization based per person and division. So for example, IT can only see their IT information, HR their HR information..and so forth. without sharing the entire information to everyone. Thanks.
Logic in Forms - not optimal
Dear Community, I have a problem with the Form we used a lot of logic so if the person choses proper answer another question is shown. If the question is not optimal there is message in red shown (using header). So if someone clicks all proper answers he is shown with the last question and based on it there are 3 messages…
Sum up workload for sum tasks
Hi there, we plan the workload for tasks in hours (not in % as Smartsheet wants us to do ;) ). How can I set up a formula for sum/parent tasks to calculate the total workload of subtasks? Do I need a helper colum? Do I have to put in a formula in every sum/parent task? Thanks, Markus
Importing Contacts
Importing contacts using even the export headers/csv template isn't working. What seems to be the issue?

Trending in Smartsheet Basics

IF {Status} is "X" or "XX" and {Date} is in the coming 90 days
Hello, In the formula below I am asking if the status in a reference sheet is "Pending Submission" or "Pending Approval" then display "No" in a symbol column. I would be very grateful for any best practice on how to structure the formula to add in if {status} is "Pending Submission" or "Pending Approval" and a {Date…
Multiple Selection in drop down or buttons on forms
There should be a way to select multiple options on a form when choosing from a list.
Duplicate Rich Text Widgets to another dashboard
Hi, We have a project that has a SS dashboard with all the updates ("Master Dashboard"). We have another dashboard that would duplicate some of the RT widgets from the Master Dashboard. How can we do this automatically? Trying to avoid duplicated efforts for the same exact content. The content has some rich formatting, so…

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