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Smartsheet Basics

Post a question about using the core Smartsheet application: Sheets, Forms, Reports, Dashboards, and more.

Move automation is moving all items (not just the trigger)
I have a sheet that I want to move "complete" items to an archive sheet. I have done this with many other sheets, but for some reason when I set this up and run it- it moves all items (even those that don't meet the criteria) to the archive. I couldn't undo the incorrect move, and I couldn't even paste the info back in. I…
What is meant on your Pricing page for Pro license Collaborators can edit up to 10 per object?
What is meant on your Pricing page for Pro license Collaborators can edit up to 10 per object? We have several Pro licenses and I just verified an external collaborator (non-paid license) is rendered in VIEW only mode as well even with the sharing set to Editor. Q?: Why does your pricing page state the following: Your…
How to delete rows automatically
Community; I manage a process that injects a fairly high volume of rows into a sheet at least weekly. These rows are meant to be viewed by a sales team, annotated, acted on, and then archived. After about a month they lose all value (key data points are moved into our ERP or POS backend, depending on outcomes). But the…
Why can't I give someone Commenter permissions on a report?
I have several current user reports on a dashboard and I want the users to be able to add comments and attachments to the rows they see. However, when I set the permissions drop down to Commenter, the "Share Report" button at the bottom is grayed out. All of the users are Commenters on the underlying sheet because that was…
Sheet Templates
I'm new to the Smartsheet Planning group for our team so I'm coming in after years of them doing things a certain way. I'm trying to find a more efficient manner to manage updates to master sheets instead of rolling them out quarterly as we've been doing. Essentially every quarter we pull all feedback, make updates to the…
Simple Scheduler
Im looking for some resource scheduling, and am having the hardest time trying to figure something on the simpler side. No one needs to book it except my team, so booking/hotel software is overbloated for my needs. I have 12 rooms in 1 location, that can be used in 3 different times per day. 7 rooms in another location,…
Contact Column Functionality
Hello! I have questions about why contacts are behaving the way they are. I'd like to meet to discuss, since help resources and forums aren't helping. I've reached out to Jono to try to get help, with no reponse. Thank you for your assistance.
Copy clipboard as attachment to a row?
I can do a screen copy to clipboard using Microsoft tools. I can paste it into a cell in Smartsheet and it shows up as a .png file. Is there a way to paste the clipboard contents as an attachment to the row, not in any specific field?
Embedding powerpoint file in a dashboard - can I restrict which slide(s) are accessible?
I searched around, but couldn't find an answer...so I thought I would ask the experts! Scenario: I have embedded a powerpoint file on my Smartsheet dashboard, however, it allows the user access to flip through the whole deck. Even though I can default which slide appears in the deck when they go to the dashboard, they…
Why hasn't Smartsheet fixed the issue where the program automatically rearranges my sheet rows?
I was the only one in the sheet. I had not touched anything since the last time I hit save. All of a sudden, the popup arises that says Smartsheet has made a change and click here to refresh. I refresh it, and my whole sheet has been rearranged. There was no recognizable order at all; not alphabetical or numerical by any…

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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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