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Smartsheet Basics

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

Combine and sum 6 sheets into one sheet or report
I have 6 sheets all set up the exact same way: 1 category column + 12 columns for the months of the year each sheet represents a different company how can I combine (sum) the cells from each of the 6 sheets into one sheet or report? ie: create a new report that sums the cells in row "expenses" , column " July" for all 6…
Adding attached photos into generated document
We have employees in the field complete a form and attach photos of their daily accomplishments. Our corporate office then generates a document off of the line to share with project owners updating them on the project status. Is there anyway to pull the attached images with their names directly into the generated document?…
Move Row Ignoring Triggers
Hello, I am attempting to move rows from one sheet to another when we check the box that the study startup is complete. I built the automation in both "row added or updated" and box checked, as well as "row updated" and box checked. Both times, when I run the automation on the sheet to test, it moves all the rows, not just…
Editing default templates in Smartsheet
Hi, Smartsheet has pre-existing templates available, such as Grid, Task List, Project etc. Is there a way we can edit these pre-existing templates? Aditya
Streamline attaching documnets to rows inside a single sheet.
We use a single sheet for a sequence a pieces to install on a project. Once we enter the information pertaining to each piece, each piece being its on row. Then we go through and attach a pdf of the piece drawing to its corresponding row. Is there a way to use a target folder which contains the piece drawings and then…
Change License Region
I have an EU license and someone with non-eu license is trying to share their project with me. Can I change my license to non-eu? Or is there a way to share projects/sheets from different regions?
Using a Form, is it possible to NOT see previous entries suggested
I am using a form to populate several fields, two of which are Part Number and Serial Number. Those numbers will most likely never be entered again, but when I'm filling out the form, they pop up like suggestions to select. It's annoying. Is there a way to just have the blank line in the form and NOT have anything be…
Is there a way to create a central dashboard that collects the separate forms for multiple teams?
I am building a new Intake System and I need multiple teams requests forms all to funnel to a central location without using one giant form. I need any help, suggestions, ideas? Our business will have about 10 forms for our department. HELP!
Trying to drag a cell value down but can't do in large quantities
I want to copy a value down through all my rows but can't get it to work in bulk. I just pasted about 2000 lines of data and the drag and drop doesn't work consistently, and definitely not for a large quantity. I just want to do like in Excel where you double click the cross hairs, but it won't work. I cannot apply a…
my tab key stopped working
I can no longer move from column to column with the tab key

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Remove workspace shared users from 1 sheet
We are working on setting up our Career Reviews in Smartsheets. We have a group of all staff that has access to all sheets in our workspace. I want to remove them access from just the Career Review Sheets. When I do that it says it will remove them from access to the entire workspace, which is not what we want. The only…
Schedule Dates Minus 2 days Except Weekends
I'm trying to figure out a formula. I have a customer that requires a 2 day notice that my crew will be onsite to work. I have an automation set up to remind me to send the store an email 2 days prior. In my "Notify Store" column I have a formula for schedule date -2, but I don't know how to exclude weekends so that the…
PDF Generator Automation Attachments
I've set up an automation to generate a PDF when a row of data is submitted via a form. I have another automation to generate the PDF again each time data in the row changes. I am finding that the subsequent PDF attachment is replacing the first in attachments. Is there a way to have the subsequent PDF added as an…

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