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Smartsheet Basics

Ask questions about the core Smartsheet application: Sheets, Forms, Reports, Dashboards, and more.

Smartsheet Filters
I’m hoping you can help me out with a question regarding Smartsheet. We have created a exception report within Smartsheet and I am having an issue with a client row being recognized when a filter is placed on the particular smartsheet. For Example: on the Exception main page you have 50+ clients listed with all exceptions…
Data Shuttle Offload - Distributed Flag?
Is there a way with Data Shuttle Offload to mark which rows have already been offloaded so they are not sent again? Like a distributed flag? This is for a conference attendee check in. The data shuttle offload would probably run every 2 minutes during the check-in window and I don't want to resend a row. Thank you!
How can I hard code a cell based on a trigger?
BLUF: When I create an Invoice, I need the cell-link to my live price data to be severed. I currently have a Price sheet for my products that is updated frequently. I use Control Center to create Projects, which includes an Invoice sheet. I have a dropdown on my invoice sheet to select a product, and then I use Index…
Why am I not getting reminders?
My reminder in smartsheet automation is set to trigger every day starting 12/05/2025 at 8am (gmt+1) and the condition is to send the reminder to the contact in the contact list if the reminder flag is set to 1 and the status is not one of DONE. Currently on the sheet, a task has the reminder flag set to 1 and the status is…
Is it a bug? "Removing user Access" by clicking X - works sometime and then it does not.
Hi everyone, I'm the owner of worksheet/workspace and am currently unable to reliably remove user access through the "Manage Access" panel. This issue just started occurring recently. The Problem: When I click the "X" next to a user's name to remove them, it works for the first user. For any subsequent user, the "X"…
Can one cell change cause workflows in multiple grids?
I'm trying to move data from two grids (Grid #1 and Grid #2) using workflows (When rows are changed) to archive grids when a cell is ONLY updated on Grid #1. Here is my setup and what the issue I'm having… Grid #1 has the column that is being updated. Workflow setup on Grid #1 to move the row when the cell is changed to a…
How do the automated notification attachment triggers work?
This should be straightforward information but I can't find it anywhere. How do the Automation triggers work for attachments? I assumed: An attachment is Added = New attachment An attachment is Changed = New version of existing attachment. But I just had an 'Added' attachment notification trigger when I uploaded a new…
Automation: Attachment Added or Changed?
I am trying to understand how this works. I am working on an automation such as following: When Progress is "Update Needed" and attachment is added or changed, an approval request will be sent out. When I tick both When Attachment is "Added" and "Changed", I received 2 notifications. Is it because an attachment is added…
Table mode
I have been testing out the new Table mode. So far it is ok however I have found you are unable to place an image in a cell in Table mode. It can only be done in Grid mode. Are their plans to make this available in Table mode?
Limiting the number of people registering in a Smartsheets Form
Hi, I have built a Form in smartsheets for an event. One of the fields (parallel sessions) has a dropdown list where participants can select the session they would like to attend. The problem is that I would like to limit the number of people that can select the options from the dropdown, so that whenever 25 people have…

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Can one cell change cause workflows in multiple grids?
I'm trying to move data from two grids (Grid #1 and Grid #2) using workflows (When rows are changed) to archive grids when a cell is ONLY updated on Grid #1. Here is my setup and what the issue I'm having… Grid #1 has the column that is being updated. Workflow setup on Grid #1 to move the row when the cell is changed to a…
Revise Filter in Dashboard
I need to revise/expand a filter - the list of items in the filter NOT the filter name - in a dashboard I created. Is this done through the dashboard or through the main data sheet?
Membership/ Access question
Hi Everyone, My IT has a lot of confusion on what we access we really need to have for certain people. What is the difference between a "Member" and a "Licensed User?" We have a lot of sheets that have owners who do all of the changes of the sheet. I know that they need to be licensed users. But then, we have a lot of…

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