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Smartsheet Basics

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

Shared Permissions, sort?
Hi Smartsheet, I think the Shared pop up has changed slightly in the past 3-5 months. How can I sort the Shared users by permission set? I need to reach out to just the group of admins of a specific sheet. Thanks!
Remove completed tasks
Hello, On my sheet using the Status feature, is there a way to have the tasks marked completed removed from the sheet and stored elsewhere? I tried a couple different things but ended up with a report showing the tasks marked completed. I don't want it to copy over, but switch sheets all together.
i am no longer owner of my own workspace and now i am marked as editor how???
am in a meltdown sitution where am stuck with my own workspace with lots of datasheets i can't do anything. how can this happen. so this worksheet have no longer owner somehow i have not transfered my ownership owner status stuck on loading (see image attached) contacted help desk and they have replied me to copy the…
Merging to contact Columns
Hi, I am looking for a workaround to merge to contact columns into a third column (where the merged contacts from other two columns should also be contacts). The new third column type was changed to Column, still not able to figure out the formula. The need for the merged column is to use in dynamic view (restrict view by…
Automations from a Template are now Broken in existing sheets
Hi Community! I'm having a problem with automations. I added new automations to my template that was originally used to create some existing projects. Once I added the automations to the template, existing projects immediately inherited the new automations and now they're ALL broken. See screenshots. When I tried to start…
Power automate integration with Smartsheet
Can someone please help me how to integrate power automate with Smartsheet. I'm using sandbox environment in Power automate to test the scenario, but was not able to figure out how to connect them. Use case: To use Smartsheet column values to automatically update one-drive excel dropdown.
Workflow Automation Run History/Log
Is there a way we can see a log of when workflow automations have run, and if there is a recipient for it, then to see which recipient(s) have received it & when?
Auto fill cell with data from another sheet
Good Morning, I have sheets that have formulas that run off of dates entered. Currently I have the dates on those sheets using the "link from cell in other sheet", but it doesn't autopopulate the cells when the data is entered on the original sheet. I tried looking at automations but none of them appear to provide me with…
How to change the initials of a user?
Hi! I can change the names and e-mail addresses, but the initials are taken always as "first letter first name and first letter surname". Can I change it e.g. "John Doe" "JD" in "JoD" or "JDo" or "AB"? Additionally, I would like to ask, if a change of the "circle colour" is possible. Thanks for your help! Marc
Home PAge
My home page only displays the last two sheets I was logged into. When my client sends a link to one of the others, I can access it, but I'm assigned to several, and cannot access most of them. How can I fix this?

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Can I use conditional formatting to highlight a date cell if it is still blank after X days?
I'm creating a tracker to help keep the team on track with our updated timelines. I have a Created Column, a days since receipt column (which shows the # of days since the row was created), then date columns for a few key tasks that need to be scheduled by certain days. We want to set a conditional format that if a date…
How to change the initials of a user?
Hi! I can change the names and e-mail addresses, but the initials are taken always as "first letter first name and first letter surname". Can I change it e.g. "John Doe" "JD" in "JoD" or "JDo" or "AB"? Additionally, I would like to ask, if a change of the "circle colour" is possible. Thanks for your help! Marc
how do you freeze a full work sheet

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