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Smartsheet Basics

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

Smartsheet "Viewership" Access being denied!
Is anyone else experiencing a Smartsheet wide, all Workspace issue where unless your viewership is "Admin or Owner" you are unable to access sheets that you supposedly have access to? I've noticed the glitch "Fix" itself if I change someone's permissions from Viewer or editor to Admin, then put it back to their original…
Conditional Formatting not working
Hello, I've created conditional formatting rules that are not working. They work if I set the rule to "is not equal to" but when I set them to "is equal to" they stop working. The spreadsheet contains "#NO MATCH" cells automatically formatted from another sheet. I want the "#NO MATCH" cells to turn red (not the whole row).…
Switch from Office365 "work account" sign in to regular sign in
I currently use the Office365 sign in and would like to change to a regular email & password sign in. I found this discussion about switching to an Office365 sign in, but not one about switching from it. How do I do that?
Search and replace contacts
Hello everyone! I'm having some issues getting my head around the search & replace function: I have a standard project task with placeholder values for assignees (Ie "Project Manager" or "Consultant). In order to avoid manually entering every contact, I want to search and replace "Project Manager" with "John Doe".…
Templates and conditional formatting
I have created a Project Schedule Template that has all my conditional formatting included. However, when I import in a schedule from Microsoft Project the conditional formatting not longer exist? Obviously, I am doing something wrong? If you can lend any advice, it would be appreciated. Best Regards,
Default Card View
Does anyone know how to make the default view on Card View be on "Level 1"? Currently every time I log in to my sheet it is an "All Levels".
Multiple column count
Need help with a formula. It is to count total sites upgraded either to a interim or final result, but if the site has had an interim and a final it is only counted once. I have 2 columns with check boxes and need to count as 1 if a cell is checked in either column. If both cells in the 2 columns are checked also =1. so…
Forecasting
I'm trying to decide between Smartsheet and Excel for forecasting about 300 accounts over the course of a year with monthly analysis of forecast vs actuals. I'm doing some prototyping and pros and cons for both systems but haven't yet decided what to do. Has anyone used Smartsheet for forecasting? Have you liked it? Have…
Alerts
Can you set up an alert for someone who is not shared to a sheet?
If Then Formulas
Hi, Is there a way to do an If/Then formula for obtaining a count if a certain word is typed in a cell so that the count automatically adds one for each time the word is entered? Thank you, Crystal

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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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