Smartsheet Basics

Archives for August 2023

Core App vs Core Product certification
Hello everybody, I am interested in learning more om how Smartsheet works and therefore looked at certifications. I took the free course in the Smartsheet university and got the free Core App badge. Now my question : What is the difference in terms of content/things to know between the Core App certification (the one which…
How do I make a date turn red if past due and start actual is not checked?
Conditional copying of rows from one sheet to another
I am building an inspection sheet and form where our operations team will be able to mark pass/fail through a checklist. If something "fails", I want that specific row in the inspection sheet to be copied over to another project tracking sheet. These two sheets will necessitate different fields. Upon the specified…
Drag and drop cell links
I have a sheet with 12 month of rows and many rows with amounts across the months (i.e. sales projections). I want to summarize by month in another sheet. So in a different summary sheet, I use a sum formula in month 1 and link to the details sheet. Now I want to do this for each month. In Excel, I'd drag the cell and…
Any idea on how to develop this automation?
I am tracking the health project status between meetings, so I have a "Current health" (Overall Health) column and a "Last meeting health" (Last PRC Health) column, right now I am doing it manually which is very time consuming. Is there a way I can copy and paste a value based on a specific date? or maybe manually…
Help w/Sheet Name alignment in Reports
I have a Sheet Name that is showing up as centered in my reports, how do I find the formatting to make this show up as left-aligned like it's supposed to (and is for the rest of the grids)?
Smartsheet form - repeat question
Is there a way I can have a question repeated again in smart sheet form? I have a list of employees, I have divided them into four sections based on their last name. I have a drop-down menu where the user select one option from the list below, which gives a list of names. A-F G-K L-R S-Z Is there a way I can select…
E mail associated to Contact
Hello, Is it possible using a formula to have the email adress associatd to a contact Thanks Cindy
How do I get real time updates?
I am working to monitor multiple form submissions within our smartsheet. Is there a widget that I can use that will update in real time with the submitted forms?
I need help merging 2 accounts
I currently have a paid business account through my employer, but I have recently discovered I have 2 accounts that need to be merged. I realize this is not an "application" question, but a back office one. However, I have not located where I can submit a ticket or chat with someone that can help.

Trending in Smartsheet Basics

Calculating % of completion based on start & End dates
I'm looking for a formula that calculates the % of completion based on start and end dates
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

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

Watch video

Smartsheet Basics

Discussion List