Smartsheet Basics

Archives for August 2023

Converting email from Text/number format to Contact List format
In a smartsheet, I have a Text/number field that has email in the format john_doe@companyname.com. When I change the format from Text/Number to Contact List, it does not change to Contact list format as John Doe <john_doe@companyname.com>, it leaves the name field blank and I have to add the name manually. Is there anyway…
Control Center Update Reporting Error
Hi! I keep getting this error every time I click update reporting through the control center. Can someone tell me if they have experienced this before or how to solve it? Thanks!
Blueprint - Update a sheet summary column for all projects
Hi, I am using blueprint to manage over 600+ projects. It has come to my attention that the working team wants to add 10 new data points. What I have been doing is adding those 10 new data points in a "Site detail & metric" sheet for each project, then going into the blueprint to add the new columns. I know it won't…
Basic copy/paste function
I don't understand why the simple copy/paste function of Smartsheet doesn't seem to work without going into a cell. For example, if you're trying to copy a number of cells (name, email address, request ID) to be used either in Smartsheet or notepad, you'll get the functionality via Cntl+c or right click ->copy. The data…
Access by Outside Users
Hello! I know there are view/edit accessibility options that can be set for outside users when sharing a sheet. However, we want to be able to have outside users approve/deny requests automatically sent through smartsheet forms/requests but not have access to view the sheet itself. Is this possible? When an auto email gets…
More fun with functions =IF(OR
So, I am trying to set up a formula that assigns a person based on a teaching discipline. I have had some success, however, only when it comes to 1-to-1 relationships. I would like to assign an individual name based on any of several possible teaching disciplines within their purview. So, what I have that currently works…
Pulling in data from multiple sheets
I just finished making a time sheet project that works well but now I need to pull data in from the filled-out sheets into a summary. Time Sheets There will be single-digit numbers of time sheets each month Managers fill out time for their employees buckets into projects and finance codes. Reporting Sheets One for each…
Dashboard Metric Widget - Can you add a total from a sheet on the title?
Hello everyone, I am trying to see if its possible on the the widget to add a SUM from a sheet to the dashboard to be able to see the over SQM of a component of a project. I didnt want to add a line at the bottom of the displaying graph , wanted to show up top , is that possible or not?
"Modified by " column for reports
Hello , I have a 5 reports that reads from Mastersheet . In each report I want to create "Modified by " column to capture the name of the person editing the row in the report. The same thing is for all reports. Is it possible to have many "Modified by " columns?
Report Help Needed - Mileage recording for multiple people/entries mobile report issue
Greetings- The park district where I work has a healthy adventures program where people can enter mileage earned in different categories and groups (via SS form). So the same person (and I don't know who they are in advance bc it can be anyone) can enter multiple entries throughout the year. John Doe entered 15 miles of…

Trending in Smartsheet Basics

Does Smartsheet work Offline?
Dear All, I would like some advise if Smartsheet can work offline. Thank you very much.
AutoNumber Column help
This discussion was created from comments split from: Why isn't there a function to return the row number?.
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…

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

Watch video

Smartsheet Basics

Discussion List