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Smartsheet Basics

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Automatically move rows?
Is it possible to have rows move automatically from one sheet to another (to make room on the first sheet) when they are over 8 days old? I am doing it manually right now, and that means I have to do it every few days.
One Drive Files
How do I attach One Drive files to a row in smartsheet? I created the One Drive files.
Sheets Showing up in Search
Is there a way to prevent a sheet from showing up in a search? I have a handful of "behind the scenes" sheets that appear in the search when my team searches for something. Is there a way for a sheet not to appear in the search? (That is, just show the sheets that they will use, not the "behind the scenes" sheets?) They…
Marrying 2 sheet datasets into 1 row?
Hoping someone might have come across this scenario. I have a three-step process where a phone scheduler calls to gain info from the client, then a field rep needs to go onsite and gather info followed by a report generated from both parties. A primary key for both parties inputs will be a Policy # The phone scheduler will…
Conversations — but with groups?
My org used to use the “Send” or “Send Update Request” option from the fly-out menu on each row quite frequently. That feature is now only available to licensed users, I believe, as Smartsheet moves people to use conversations in the comments instead. See:…
Multiple Dropdown COUNTIF question
Hi, I have two sheets set-up. One sheet is a data-input sheet while the other is a quantitative summary. The quantitative summary is connected to the data-input sheet through cell linkage. For the bolded part of the formula, the cell that it is linking has a multiple dropdown column (it tracks who did what task - sometimes…
Updatable fields in a report.
I have a report with several updatable fields. These are updatable in the underlying sheet. The problem is with date field. It won't allow me to update it in the report. All the other fields (4) work fine. 1 is a text, 1 is a contact list, 2 are checkboxes. Are date field not allowed to be updated in a report? If so, why…
Latest version changes to Comments
It was bad enough when smartsheet completely changes the way attachments worked and made it much more cumbersome to use. Now they have done the same thing with row comments The popup was so much better and so much more readable and intuitive. It also involved much less scrolling of the mouse around the screen (carpal tunel…
Time when an automation is sent
With the new automation architecture it looks like sometimes the exact hour can be chosen when an alert will be sent and other times, no. Alert type #1: For example, if an alert is sent a day before a task is due to start, the automation can be sent x days before and the user can choose which whole hour to send the date…
Conditional Formatting with multi select dropdown list
When using Conditional Formatting, I want to make my primary column change colors when a combination of choices are made in a multi select dropdown,. What it looks like now is this: If column 2 is 'condition' and column 3 contains 'condition one' or 'condition two' then apply this format to the column one Is there a way to…

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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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