Smartsheet Basics

Archives for October 2019

How to count grandchildren.
I'm trying to count how many grandchildren I have in a chart, how do I create the formulas for this? Note that I would be adding and removing rows and I need this counter to keep updating with rows inserted and removed. Example: * Parent (Grandchildren Count of 6)* Children (3)* Grandchildren * Grandchildren *…
Web form not refreshing into sheet
I created a worksheet to track issues. I then created a Webform to gather this data from end users. I ran a test entry. I received email with URL to webform. I entered the data and submitted. I received a confirmation message and email. A notice appeared on the worksheet that an entry was made. I click refresh and the…
HELP - Enabling CAPTCHA on a Form
I have a business critical form that's getting spoofed (500+ entries in ~3hrs) and am trying to enable CAPTCHA but I can't seem to get it on the form. Here's what I've done using Edge and Firefox: Edit form > Form Options > Checked 'Enable challenge/response for additional security'
Smartsheet not saving consistently
I have multiple Smartsheets this has happened to, although I save and make sure prior to closing the SS it has been saved, and triple-check by the "save" icon being "shaded" prior to closing the SS. From time to time when I return to a given Smartsheet, data I added or changed is missing, did not take. This doesn't happen…
Automatically Check a Box upon entering a date
In my Smartsheet sheet, I'd like to enter a date in a column and it would automatically check a box in another column. FYI - I have a surveyor in the field entering a date of his survey and I have a Manager who just needs to know the survey took place, but doesn't want the date. Any advice is appreciated. Thanks,
Concatenate sheet name and cell?
Hi everyone Is it possible to concatenate the name of a sheet, with the Task Name, with the aim of showing it on the Calendar or Gantt Task Bar row? Many thanks Lisa
Resource Management
Hi all With the news from May this year about SS acquiring 10,000 ft, I was hoping for some enhanced functionality in Resource Management. Could anyone let me know when this might be rolled out? Many thanks
Form not showing up in list of sheets- but link works
Hello, I created a form for people to confirm they've read my info. Sent the link to the form. The link works for me, I've received confirmation that I've used the form. But when I log into my account, the form does not show up on the list of sheets, nor is it located in the "manage forms" section. How is it possible that…
Dashboard reading data from same sell
I want to be able to display the data from the same cell in a sheet within the dashboard The sheet is updated using forms which put new data on the top row, but the value of the cell I had selected in the top row (now the second row) remains in the dashboard, not the new value in the top row cell How do I set the dashboard…
Workflow sequence not working - approver getting email at same time
Hi, I have set up a workflow were I want the "Project Leader" to provide a status update which then gets sent to the "Project Sponsor" for approval. However the Project Sponsor is getting the 'Request to Approval' email even before the Project Leader gets their email and has the opportunity to provide an update. What am I…

Trending in Smartsheet Basics

How to add myself back in to a user group?
As the Owner/Creator of a User Group, my User ID is automatically included as a member in the group when I create it. This inclusion makes it easy to troubleshoot problems with Smartsheet applications created by other people in the District who use my User Groups to grant access to their app. I deleted myself in several…
How do I add text to a formula
My current formula below works, and returns the value, 25%. But I want to add specific text to the value returned. So it should read, 25% - Milestone 1, or Milestone 1 - 25% =INDEX({Milestone 1 - Preliminary Design Range 1}, MATCH([Activity ID]@row, {Milestone 1 - Preliminary Design Range 2}, 0)) Thanks.
Several Columns Have the Same Name
I have several workspaces that people use to make different sheets. The problem is that whenever I try to make a report for someone and I'm sorting out which columns to include, there are several columns with the same name. For instance, if the column name was 'Contacts', there are four columns named 'Contacts' which each…

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