Smartsheet Basics

Archives for January 2019

Text in one column show date in another.
I am moving a complex (static) spreadsheet to Smartsheet! One of the key drivers ensures that we show the date and the fact that it is NPI. In the Excel spreadsheet we have numerous columns (about 11 years but moving forward it will not be that big) showing Month/Year * When you enter NPI in one of the columns, then the…
People AND Equipment scheduling
Hi, I am trying to move my company away from scheduling via excel and get it onto a live panel where everyone can see who is doing what and when and most importantly with what equipment. Hence I'd like to get input from the community on what is the best way to schedule people and equipment in the same space so that neither…
Posting Dashboards
Is it possible to post a dashboard to your desktop? Being the owner of several dashboards, I would like to make it easier (if possible) for the editors to access them. I was looking (hoping) for a way for them to post their individual dashboard to their desktop or at least a link that would take them directly to it. Thanks,
Send Update Requests to All Past Due Tasks
I am looking to send a set Update Request to everyone on a project that has an assigned task that shows the Start Date in the past. I further would like it to group all their tasks so they don't get 10 emails if they have 10 past due tasks. Any advice?
Use form info in Update Request message
Is there a way to pull a person's name from a sheet and have that auto-fill into the message sent with an update request? For example, I have a sheet that manages group membership. An Update Request is automatically sent to each new group member, and looks something like this: "Hello there! Welcome to our group." I would…
Auto populate cell based on date update request sent
Is there a way to auto populate a cell based on the date that an update request is sent? I would like the cell (a date field) to auto fill with the date that the update request is sent. The update request is sent automatically based on other triggers. Thanks!
Hierarchy
Can I create parent and child rows in all columns or just the primary column?
Overwriting someone else's work
Hi, While I was working on a row, adding data, I notice another user was viewing the sheet. I proceeded to complete my row and saved it. Few minutes later it was gone. The other person somehow was using the same row ant the same time and she Inadvertently overwrote my work. How can we avoid this? Thank you.
Sprint Dates not sourcing to SmartSheet
I am pulling in issues based on certain epics. All issues have been added into future sprints but the sprint start and end dates are not sourcing into my SmartSheet. Only issues that in the current or past sprints are sourcing dates. Am I doing something wrong or do dates not source until the sprint starts?
Keeping old and new data when needing approval/decline
We use Smartsheet for forecasting budgets per team. Each team has its own sheet with each line item that rolls up to sheets, reports, and a dashboard (with graphs and metrics). The columns represent both forecast and actual money spent per month (two separate columns per month). When a product owner adds a forecast amount…

Trending in Smartsheet Basics

Automation: Send to contacts in a cell
I'm building an automation to send a reminder to contacts in a cell but it doesn't let select the cell with a dropdown. Is there a workaround?
What happens to sheet workflows when the creator is deactivated?
We have multiple sheets with automation/alert workflows, and the person who created those workflows has left the company. We need to deactivate her account and reassign her license. Will the workflows she built still run? I believe an admin or sheet owner can edit others' workflows, but if we do nothing, will her workflows…
Browse tap disappear how can I bring it back
Hi there, For one of my folder the browse tab disappears when I click in one of the pages for a particular work spaces, but It does no other work spaces. what can i do so it shows on the page again

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