Smartsheet Basics

Archives for August 2023

Forms
Hi, I've made a form to gather information from different parties but with one particular form when the person completes the form, the information doesn't show up on the 1st row of the smartsheet but it shows up on the 53rd row. All the rows are empty but the answers keep showing up on the 53rd row every time I receive the…
what's the best way to display the legacy project resource view or the icon on a dashboard?
Conditional formatting to enforce not bold
Conditional formatting seems to work one way -- force text bold, but not the other way around. Has anyone figured out a way to force a row normal font and not bold? Obviously I could manually do this, but there are many lines in our sheet.
Date selector
Is there a method to enable clients to choose available dates for meetings from a dashboard or a list displayed on the dashboard? Our objective is to develop a form that presents clients with open dates for meetings, allowing them to make their selections.
My Smartsheet Contacts sometime display as email, and sometimes as name??
Some of my contacts display as their email address and others will show the name. I would like them all to display the name in the sheet. Is this possible?
why am I not on SmartSheet
My work schedule was on Smart Sheet with the rest of My crew, then all of a sudden its not. I need to be on and see the schedule like everyone else in the company.
Restore Document
How do I restore a smartsheet document?
Users Not Receiving Notifications But Unrestricted Setting Being Used and Other Users Receiving
As title states, I'm using the unrestricted level in workflow settings. Other users not being shared the sheet are receiving without issue, but not this user. I cannot share the sheet due to the data in it, but they need to be able to receive a copy of information submitted through a form. Also, had seen somewhere that a…
Forms - Cannot create one
Hello All, I am a Smartsheet newbie, and have run into a weird conundrum. In a test sheet (which utilises data from an imported Excel sheet), I am unable to create a new form from inside the sheet. When I click on Forms in the top left, the "Create Form" selection is greyed out. I am on a Business Plan, which I believe…
Visibility on Form Submission
Is there a way to increase visibility for requestors on their submitted requests? Like is it possible to send the requestors all of the requests they've submitted so they can see what they've requested, date, description, etc.

Trending in Smartsheet Basics

Dynamic Chart
I'm trying to create a dynamic chart that shows a number count for the past three months. I figured I could set conditional formatting to change the font or row color based on the date but is there a way to pull (only those with the color) into a metric sheet to create a graph? Or any other way going about that?
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…

Help shape the future of Smartsheet.
Share your ideas and feature requests.

Watch video

Smartsheet Basics

Discussion List