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Smartsheet Basics

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

Sending Scheduled Attachment with over view
Hello, I am trying to schedule a daily email and when I do, it only sends the smartsheet in an excel file but no overview in the email like you get when automations are triggered. How can I get it to send both, the file and an overview?
New to smart sheets
Good afternoon I am trying to take 2 columns, Date created and Days in pipeline and have it update daily so if I put a new sale in my pipeline on 4/20/2021 under the date created column I want it to update daily in the days in pipeline column. For example if today is the 28th it should show 8 as in 8 days in the pipeline.…
Workflow - several update requests
Hello, I need to create a workflow that : sends a 1st update request to someone, then, depending to the answer, there will be a 2nd update request to someone else, and then a 3rd update request to another person. My problem is : The 1st update request is sent (the person got the email). But the 2nd and 3rd person don't get…
SmartSheet Version
My new SmartSheet look/feel/experience version automatically kicked in a few weeks ago, according to the Release Notes; https://www.smartsheet.com/content-center/product-news/release-notes/new-smartsheet-experience. However, one of my team members still sees the "old version", prior to that change. How do I get his…
Why isn't my automated work flow working?
I have a large reporting system of dashboards where I have long term items move to short term once "days until due" has reached 31 and from short term to archived once days until due reaches 0. However, these reports are not moving into their assigned sheet . As you can see it is now -12 I really need this functionality to…
Sheet Summary Report - Want to edit locked fields within Sheet Summary Report
Hi, I'm the owner of the sheet and I locked a checkbox in the sheet summary so it is only editable by me. However when I roll up all the sheet summaries in to a sheet summary report, I can only edit the checkboxes that are not locked but not the ones that I locked. (I used 'Right-click a row in the report and select Edit'…
Row/Column Level Access
I have sheet on which people from multiple departments will have access to. A couple of my requirements: 1) I'd like certain departments to be able to see only the data in specific columns only relevant to them. Is this possible? 2) There are 3-4 attachments that will be added to the rows. I do not want departments having…
error when requesting ownership of reports
Hi there, I have requested ownership of reports from someone, and I am an admin on the workspace those reports sit in, However when he clicks accept he constantly gets this message "The items ownership request is no longer valid|" To clarify, he is responding to my request immediately so cannot be a timeout issue. Has…
Allowing Comments on Updates
I would like to be able to send out an update request and allow the recipient to add a comment. However, I do not want them to see any previous comments. I see old posts where this wasn't available. Anyone know of a change so that I can now do this? Thanks Anna
automation copying rows when conditions should send update request instead
Hello, I have a scheduling sheet where users update an existing row to reserve a meeting time. My automation workflow states to copy rows changed IF three fields are NOT blank Otherwise send an update request for missing field info. The issue: Rows are copying even when one or more of the three fields are blank AND even…

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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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