Smartsheet Basics

Archives for August 2023

CountIfs / OR Function for Sheet Summary Formula
Hello, I am trying to create a sheet summary formula that counts status columns if it meets the following criteria. However, I using this OR function doesn't work: =COUNTIFS(Status:Status, "1. Qualification", OR(Status:Status, "2. Proposal / Tender", OR(Status:Status, "3. Waiting for Deposit"))) Is there way to achieve…
Smartsheet Update Request Automation to Alias Email Address
We are running a automation for an update request to a number of email addresses and it runs fine with the exception of two which happen to be alias email addresses. Has anyone had this issue with them not running and know how to fix it? We after the automation didn't run we ran the update request manually and it ran as…
Change 'Status' Column based on date past
Hello, I've searched for this a few times but cannot find a solution that fits what I require. I am trying to update a status column to show 'Being Reconciled' when a date column is in the past. The automation feature doesn't seem to work unless rows are being manually changed. I've created a helper (=IF(TODAY() >…
Approvals are duplicating across columns in my smart sheet
Hi, I have an approval request smart sheet and form where I have selected specific columns to be updated only but it seems to be duplicating across to the 2nd approval column. Does anyone know how to stop this? Thanks
Stacked Column Perhaps?
On Hover (dashboard) I want to be able to see all the types of projects that each one has been assigned to through different colors. Kindly assist on how to go about this
Browse for Destination sheet in copy/move row automation
When setting up automation to copy or move a row to a destination sheet: "Select destination sheet" only gives a search bar with no browsing view of my workspaces. I have to remember the name of my sheet and type it in to be able to find it. This is a semi-new change and I very much dislike it! Can we not have BOTH the…
% Complete Not reflected the correct % of completion
Hi Smartsheet Team, Here is a snapshot of my Smartsheet. I don't understand even the line 43 is 100% but line 41 is still showing 49% but NOT 100%. Same as lines 50 and 54. Is there anything I am missing here? Thank you for your great help in advance.
Can I undo a baseline reset?
I updated 3 of my plans and did the reset baseline but I was told by my senior team member this should not have been done. Can it be reversed?
Parent/Child Relationship when importing from Excel
When we import Excel workplans into SmartSheet, we lose the parent/child relationship of tasks that were created through indenting. I have played around with formulas/conditional formatting to automate but have not been successful. Does this require using custom code? Thank you!
Move/Copy Row Automation to Include Child Rows
Hello, I love the pre-configured automation Smartsheet has to easily opt to move or copy specified rows out of a sheet and into another sheet. It would be helpful to be able to move a group of child rows with their parent as an added level of functionality. Use case: I'm using Smartsheet to manage credentialing for…

Trending in Smartsheet Basics

Workspaces?
Can I have more than one workspace section? For instance, can I have something like this: Workspace - Templates Workspace - Template A Folder Folder Workspace - Template B Folder Workspace - Projects Workspace - Project A - ABC Company Folder Folder Workspace - Project A - XYZ Company Workspace - Project B - ABC Company
Why would a user that has edit-can share permissions on a report not be able to update filter?
I have given edit-can share and shared to report only permissions to a user of my report with the hopes they would be able to update the filters temporarily but they are unable to do so, when they hover over the is between date they get an x icon and cannot click it. I ran through the other permissions even up to admin…
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!!

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