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Smartsheet Basics

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

Planner/Roster/Scheduler that's not Project related
Has anyone built a planning tool for equipment and/or people? I've built one for equipment and it's taken me weeks and weeks to get the data in and it's still not perfect for what we need. There must be a better way. Each item is its' own thing, no child rows. We want to see where everything/everyone is Today, what/who's…
Created form is it possible to display autonumber
Hi, I have a form to created that collects data where in order to avoid storing personal information I have set up a column assigning autonumbers to every case. Now the process is that the from is filled in by one team, the second team receives a notification to update. So we need to make sure the Auto number/ case number…
Is there a way to record date to an individual cell and not an entire column?
Hello, I am attempting to use the Record Date automation to force my sheets to refresh automatically every day, early in the morning. This is to ensure that equations I have using Today(), refresh with today's date. Otherwise on my report pages and dashboards, tasks show an incorrect deadline status based on the old…
The difference between Limited and Restricted
Hello, I am hoping someone can really explain (over explain) the difference between Limited and Restricted permissions in sheet level automation workflows. I can see how Smartsheet defines it: Restricted (Default)—Only people who can view the sheet and have logged in to Smartsheet previously will be notified.…
Add Two Summary Fields To A Cell
Hello and thank you in advance for any help you might be able to offer. I'm just getting going in smartsheet. I've built my first sheet with Summary Fields (brief pause while I pat myself on the back). I'd like to take those summary fields and auto-fill cells in the sheet. I've figured out how to do it with one summary.…
Before I dive in: Roadmaps and resource summaries
Hi All, Before I spend too much time on SmartSheet I'd like to know if it's possible to create a road map of multiple projects. I'd create a whole bunch of separate projects for completely separate teams and business areas, but would use the roadmap to display each of these separate projects (ideally just one bar per…
Not Count Weekends and Holidays
Trying to work on a function to not count weekends and holidays. For example, if and item occured on 1/1/2021, and I want it looked at in 25 days, I want it to not count the weekends and holidays in-between. Any advice on how to get that going? Thanks in advance
Vaccination Status/Testing Report
Does anyone have an easy solution to tracking employee weekly testing? My thought is that any employee that shows as unvaccinated will receive an alert each week to upload their test results. (I don't have a problem setting that up). From there, if an employee doesn't upload the test results each week then an alert will be…
How do I prevent rows from being copied across if the target sheet already shares a cell value?
I am trying to create a system to track changes to cells. For example, if an order gets changed, I have automation set up to copy this row to another sheet. This way, I have a separate sheet with all the changed orders, and can then inform customers of delays. The problem I am facing is that if the same order gets changed…
Edit permission trouble shoot
Recently i shared a sheet with my colleagues with Editor permission. but they get only view access when they log in to the sheet. However the edit is working form them on mobile app.

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Dashboard Metric Widget Not Updating with Current Backend Sheet Value
Hi all, This is from a sheet that uses a formula to count down / display the number of days til end of Quarter. What is happening: Displays 37 when the backend sheet actually says 34. The dashboard does not update until I click to open the backend sheet then the connection seems to go through to update the…
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…
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…

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