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Smartsheet Basics

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

Generating new document once saved in another folder
How do I generate a new document once I have already removed (saved) it in another folder, as there were a couple of mistakes and now the client needs a new generated sheet with corrections. I think it's asking me to make to do a whole new document mapping? Is there anyway to use the original mapping form that I used in…
Sorting with project status, Active, completed, not started
Hi, I'm trying to sort the projects by status. I need the report to list first 'Active' projects, then 'Not Started' and at the end 'Completed'. But when I use sort ascending, it shows 'Active' project then 'Completed' and then 'Not started'. Can anyone help to get the sorting done as per the need. Active > Not Started >…
Form section headers show square x boxes
Hi, My form section headers show square x-boxes instead of word characters. Please see the picture below: Please help. Thank you!
Search for PDF's in a Grid?
Hello Fellow Smartsheet users, Our clients use a Smartsheet form that we created to get correspondence to us. We are transitioning our clients away from eBridge and to Smartsheet. My question is do Smartsheet grids have the option to search across all contents of the PDF's? For example, if our posting team is looking for a…
Having a form filled out in stages - ability for end user to return and pick up where left off
I will be needing to create a form that the end user can return to and update and add information to. For example they may need to return and enter in information that they have had to look-up or won't be available for a couple of months. How do I create the form or link to the form so that it is personalized for them- so…
Automation makes a whole new row?
Some background: So I have a sheet that has conditional formatting and cells get pulled to a dashboard. Here it is… The user just types in each cell the number of visitors for each option and it turns different numbers in to different colors as you can see. They then save it and the numbers get sent to a dashboard. Here is…
Automation Putting Columns at end of Destination Sheet
Hello, I have checked and reset this automation and the sheets multiple times and I am not able to figure out why it continues to add these columns to the end of the destination sheet, rather than adding the data to the designated columns in the destination sheet. Both source and destination sheet columns are set to drop…
How to show Contact Names instead of email addresses in Contact Column in Sheet?
Hello all. I am using Contact Columns in my Sheet, where we add Contacts. There are two ways to add a row: either by submitting a form, either by inserting a row inside the Sheet. The problem is that often only the person's email is visible while we want to show the person's name. From my research I found that you have to…
Is there a way to make a workflow send the contents of a comment to a contact in a cell?
Hello, My team uses smartsheet to track requests that come in via a form. We then use the comments section to log updates or closure information when it's time to close the request. Do you know if there is a way that I can create an automation that will send the comment contents to a contact in a cell? If this isn't…
Publish report to Outlook calendar?
I have a report that pulls data from several sheets. I would like to sync that report to Outlook. Is that possible? I have successfully synced a sheet, but it hasn't worked for a report. If I publish the report I don't see an option to publish a calendar. The only link that is generated is a read-only full version of the…

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Filtering out Status based on two criteria - Not working!
Hi, I'm at a loss and could use some guidance please! I'm running a report from my project plan to see Customer Tasks Statues by Phase if status is not "Complete" or "Not Required". The Complete status don't show but the "Not Required" do. I have tried all the options (Is not blank, Is not equal to, does not contain, is…
Percent showing up in thousands
Hello, why is my 32 showing 3,200% instead of 32%
Autopopulate an email address with each new row
Hello, Community! I am trying to set up an automation that adds a specific email address to a field with the creation of each new row. It should be very straightforward but does not seem to work consistently. Trigger - when a row is added Condition - if a specific contact info field is blank {{Notify XYZ}} Action - assign…

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