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Smartsheet Basics

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

Workflow Sending Multiple Emails
Hello, Good day! We are also experiencing the issue on multiple email sending in our approval workflow. We already sent to Smartsheet Support for checking and resolution 3 days ago but still waiting for the response. This happens only when the approver declines the request and per workflow should provide for the reason for…
Multi-sheet Kanban
We use a checklist with 340 lines. We currently create a new sheet for each project. We would like to create a kanban that links these projects utilizing the highest level of the hierarchy as the lanes (5 lanes) and the next level as dropdowns in the cards (9 at the most.) The third level is where the actual tasks are but…
Keyboard Shortcuts
hi, Is there a keyboard shortcut to open the plus in the parent line
Formulas In Templates Reference to another Sheet
Is there a way to save a sheet as a template that has formula references to another sheet and be able to easily change the reference when using the template? I have a summary and detail sheet that I want to create a template for future use. The summary references the detail. I'd like the Summary sheet to maintain links to…
conditional data bar
hi, i try to make a conditional data bar like in excel.. is that possible in smartsheet?
Cancelling account
We would like to cancel our smartsheet account, however our Administrator on the account is away on leave, and therefore we do not have the ability to cancel the account. How can we go about cancelling the account?
Editing a formula by tick box
Hello all, I am wanting to add a new function to my sheet with a formula but I am unsure how to go about it. I have attached screen shots to make what I am trying to do a bit clearer. Right now I have a number of formulas checking the "Product Ordered" column for particular products on order and reporting how many of each…
Option to deactivate an user
In shartsheet, there should be a option to stop a user from login (without making any changes with shared sheet settings). As of now, if a employee leaves the company, we have following options to stop that employee from using the company's smartsheet * Delete user - But that deletes all records for that employee and its…
Tax Practice
Where can I find examples of setting up my Tax Practice?
Dynamic View... sharing a few initial findings.
1. @mentions aren’t supported. 2. DV doesn’t have a Reporting function built in (ie we need to create a Report form a Sheet before creating the DV) 3. dropboxes show the options but don’t allow to free type a new option, even if allowed in the sheet. It’s also not possible to start typing to fast forward to an existing…

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Move Row Automated Workflow moving ALL rows regardless of criteria
I set up a workflow to move rows that are marked Closed to a Closed sheet. However, the trigger does not seem to work and when I force run the workflow, it moves all of the rows regardless of what is in the cell. What am I doing wrong?
Search a string and return multiple results
Hi experts, I have a formula that searches a string for a keywords, in a string that may include more than one result. It only returns the first instance found. Is it possible to have it continue searching and return all found keywords? Here is what I have currently…. I am looking at JOIN(COLLECT, but not clear how to…
Custom Report View
I have a report that is pulling information from a sheet. Is there any way to set this report up so that anyone that views it only sees the rows with their name on it?

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