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

How to Export or Save Filters with a Published Smartsheet Plan
Hi Smartsheet Community, We have a published version of our plan, but when someone tries to export or save the plan, none of the available or created filters are included in the export. Is there a way to enable the export or saving of filters along with the plan? If not, does anyone know of a workaround that would allow us…
Approval Workflow
I have a approval workflow automation set up but am looking for a way to add comments to when the request is approved/denied without having to send another update request. Is this possible? I have it set to notify someone when a request has been submitted for approval. The user can review the request from the 'alert…
Automatically create URL for new row
This discussion was created from comments split from: Possible to create a URL/Hyperlink for new item (Automatically)?.
Rows Seemingly Moving by themselves
We have been using SmartSheets in our workshops for around 5 months now as a schedule but there is one issue we have not been able to figure out why it is doing it. The smartsheets I am referring to are schedules with parent rows as our "Job" and the children as steps within that job. We have an automatic locking on the…
Workflow emails without attachment only show the subject line in a mobile/web environment
Sometime between 10/21/2024 at 2:27 pm and 10/22/2024 at 7:33 am my workflow emails stopped behaving predictively in a mobile environment. I have an automated workflow that sends a summarization of information to field personal upon submission by a project manager. This info may or may not include attachments. These…
View as Group Member
Is there any way to view reports as a specific group member? I'm running into issues where a report looks fine to me, but not all the rows are visible to stakeholders. It would be great if I had the ability to see what those with other permissions can see. Otherwise, troubleshooting gets pretty cumbersome.
Copying Contacts into a Smartsheet Contact Column
When using the Salesforce Connector, there was an unintentional overwrite of cells in a contact column in my Smartsheet table. I have an exported file in Excel which has all the contact names (First and Last) that I could copy/paste into the Smartsheet contact column. I have tried copying this data in a group of column…
Referencing cells in the automation message, it is not pulling through the referenced cells?
Dashboard Widget Automation?
We have some elements we want to add to a user's dashboard only if the information is relevant to that user at that time. An example would be to have a widget showing the status of requests they have submitted only if they have submitted to a request form. Is it is possible to have a dashboard add or remove widgets based…
Email automation
Hello, I'm in a little pickle here. Smartsheet can send out emails through automation. Those emails, especially when include an attached file, are not professional. I saw some users literally put a disclaimer in their email to ignore the links and highlighted information, rows, etc. That format is not acceptable. So, as a…

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How to share WorkApps with view only colleagues on an enterprise plan?
Hello! We have an enterprise plan for our company and with 2 licenses on it. I have created a workapp to share some sheets and share a dashboard in one place. Yet I am not sure why I got this message from them when they tried to access it. Could you please help as from my understanding this should be free on the plan we…
Export to PDF Selected Rows
Hey all, Hoping this is an easy fix. I can't seem to print/export selected rows, only the entire sheet. I'm trying to document employees scorecards in one sheet for supervisors then have them export the individual employees row to review with them on a monthly basis but it won't let me do the selected rows button. Any…
How to create a formula to pull the first part of an order number into an adjacent column
Hello! I am struggling to create a formula to pull the first part of an order number (our internal agency numbers) into a separate column so I can see how much each agent sends in each month. Screenshot of the order number below:

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