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Smartsheet Basics

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

Exporting Red Yellow Green status to Excel (not using words)
When exporting a sheet that uses status symbols (such as the RYG status balls) to Excel, the symbols/graphics do not convert, only the words. How can I change this on the Excel document?
Filtering Grid View from Gantt Chart View
Hi, I have created a Row Report that shows only my project milestones. I use this report to represent milestones on a Project Dashboard. What I want to do on the Dashboard is to show only the Gantt Chart portion of the report and do not include the Grid portion. I can see there's a button to select/deselect showing the…
Reconsider Restricting Cell History to Licensed Users Only
To The Smartsheet Product Team: The Smartsheet protocol to allow unlicensed users limited access to the Smartsheet system has been an extremely valuable element of your product. This practice had a very impactful part of my decision to pitch your system to our organization. Thank you for offering this open access…
THANK YOU for listening to your customers
Smartsheet, thank you for maintaining access to the View Cell History feature for all users! Based on my prior post, it was clear that I was not alone in my disappointment about taking away this ability. I'm very appreciative of your willingness to re-consider changes to your product strategy based on customer feedback…
Linking Multiple Smartsheets
Hi, We kept 2 smartsheets for requirement gathering. Let's call them sheet 1 and sheet 2 Sheet 1 receives a requirement through a form which automatically adds a requirement to sheet 1. Can we establish a link where upon receiving requirement on Sheet 1, same requirement is added to sheet 2 as well? Can same form be…
PROJECT DURATION - OVERIDE DEFAULT
I use a smartsheet to manage engineering tasks I have columns that calculate task duration based on work types I now want to convert this to a project sheet and have the task duration driven by an existing column Example: I would like my "Planned Hrs" column to determine the task duration Does anyone know how to have the…
Check boxes to search on a sheet
I’m trying to use check boxes to search on a sheet. Is it possible to show or hide rows based on a check box entry? Regards Steve
Is there any way to filter a schedule to only show activities occuring for a period?
If I have a schedule that is out to a year, but I want to filter for a schedule each week that only shows the previous week and the next 3 weeks, is there a way to do that? Start date and finish date filters don't work that well for that type of filtering. Truly, what I want is to show activities that have a bar going…
Working Days and Holidays for different Resources
Current project settings allow to set-up working/non-working days and length of day in hours globally per project (see screenshot) We have teams from different continents and countries (US, India, China, Germany etc) working on the same project. It would be good to have an ability to set-up working/non-working days and…
Only available to users in the owner's account
In the "Edit By Anyone - Publish Links" page, one of the options is "Only available to users in the owner's account." I have been trying to find documentation as far as what that means exactly, but I don't see any. What does it mean to be "in the owner's account?" Second question: Ideally, I would want to require people to…

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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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