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Smartsheet Basics

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How to add a date based on a checkbox
Hi, I am trying to put a formula into a cell to say that if a check box is checked, put in the date that box was checked. I was able to do this before but it is no longer working. Is there still a way to do this? Thanks.
custom email message
Hello, can we have a customized e-mail message while we share the smartsheet with the collaborators? Thanks, Bishwo
How to move automatically from one Hierarchy to another
Hello, I have couple of Hierarchy in my sheet: Won Opportunities, Lost Opportunities and complete funnel. I would like that every time I make an update from Microsoft dynamics those opportunities go immediately to the corresponding Hierarchy. For example: if the opportunities was in Hierarchy: complete funnel and the…
Adding data to a cell, rather than overwriting
Yaama all - has anyone found a way to add data to a cell, rather than update. I know you can go in and edit, but instructing our executive team to do this is not going to work. I tried a hidden column that added the 'new update' to the 'existing update' but this only works for the one update. Any assistance would be much…
find and replace text in an already created update request.
I have update requests set for each employee's annual review. I would like to change one bit of text in the preformatted email. Is there a way to do this? Specifically, the line reads: Contact Mary Beth or Jesse. I would like to remove 'Mary Beth or' Is there a way to do this without opening each request individually and…
Mark Parent Complete
Hello, looking for a formula that would mark the parent cell Complete after all the children cells are marked Pass.
Resource Allocation View by project button
So I've had a problem with no "resource view by project" button. Background information: I'm a proposal writer working on a Growth Operations team. I've been working with our Strategic and Business Performance Group to incorporate more Smartsheet into our operations. I've been entered as a system admin, licensed (trial)…
Trying to connect checkboxes to colors
Hi there- I am trying to make a "status" column turn green or yellow based on a check box in the spreadsheet. Basically when the "checkbox a" is checked ("true") I want it to turn my status to "Yellow". When the other box "checkbox b" is checked ("true") I want the status to turn "Green". Here is what I have so…
Can't Import Trello into Smartsheet
I get this error every time trying to import Trello into Smarthseet. "An error occurred while importing from Atlassian Trello." Any ideas what is causing this error and how I can get this import to work?
Multiple Branding
I have a Consulting firm and have multiple clients working on my Smartsheets. Each client really need their own branding on their respective sheets, Workspaces and Dashboards. Is this possible?

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Is there a way to have a form update existing information?
We are conducting an audit of our I-9s. In order to do so, we have pulled an active list of all of our employees (EEs). These EE names are already on the sheet. In order to effectively complete the audit, there are specific things we need to check for based on the expiration date of the I-9 document that we have on file.…
Pulling info from Reference Sheet based on Date
Hello, I am trying to pull the information I need based on a date on the referenced sheet. Without this criteria the formula works great. this one criteria is not working. I created a helper column on each sheet. on the reference sheet is a formula to calculate the month number for that row, and then on main sheet is a…
Need help with Data/Chart Widget
I am working on a dashboard with various data points and had zero issues until I started the most recent widget. I am pulling from a simple report that has a list of staff members and their assigned work spaces. I keep getting an error that says the data cannot be charted… What is the limitation here? I made 4 other…

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