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Smartsheet Basics

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

Updating a dropdown list originating in Jira
We have created a webform, based on a sheet that sync's information with Jira. The Webform allows users to create a Jira issue and update the SmartSheet. We recently updated the values in a dropdown field within Jira. This field is set to a two-way sync between Jira and SmartSheets however, we are not seeing the new values…
"Item is not currently available" error upon login
We have a number of staff who are accessing Smartsheet, some as registered users under the Team plan, and many others who have free accounts and edit sheets shared with them. On one user's computer, however, whether she logs in with her free account or I log in with my Admin account, the first thing that happens is a…
Gantt Chart for a Project
Hello, My question is regarding the Gantt View. The Gantt chart shows the timeline based on the Start and End Date of the Project and the color of the bar changes based on the Status of the Project. Is there a way to have the same bar with different color for each Week? For instance: If the project was on track in Week 1…
Append name to files when save as new.
So I am working on creating my own template set and wanted to know if it is possible to append to the beginning of the files a title when doing a Save as new? It would also be great if you could add that name to Forms as well.
Incoming Links Not Updating Repeatedly
I have a couple of Smartsheets where just a few incoming links that have been working just fine for years will no longer update when the source cell gets new information. I've been forced to update some of the malfunctioning links manually several times but the problem persists when new data appears in the source sheet. Is…
Comments on a specific Row doesn't work, changing comment for one row changes for all other rows
Let's say i try commenting "This is a priorty level 3 task" on a Row 11. Now if I go to Row 23 it shows me the same comment as from Row 11, and if i change it for Row 23, it changes for Row 11 as well. Smartsheet is supposed to store these comment separately and not as same comment for all rows. Please help resolve this…
I need my personal account back - where are my SmartSheets?
I received an offer for 100 SmartSheets in my personal account if I changed my primary eMail to my corporate eMail. I did so. I just logged in and now I'm part of my Organization's group and my sheets are gone. Please, how do I get them back? I've been on 2 weeks PTO and have 4 years of project work in my SmartSheets - I…
Why can't I choose the auto number column for my report?
I created an auto number column indicating a running matter number sequence for reference in my sheet and need to see it in various reports. I am not able to choose this column for the various reports. Why? Thank you.
How can i send several update requests with one trigger.
I've set up an automated workflow with several condition paths (see attached) but only the first TRUE condition path is carrying out the action. I need the rule to evaluate each path and carry out the action regardless of the previous condition's outcome. Is there a way to do this?
Inventory Check-out/Check-in
I am curious if it is possible to use Smartsheet to help manage an equipment inventory. We are wanting to be able to barcode (or QR code) the equipment and once the equipment is checked out we could scan the code and possibly their badge ID info and have it input the date it was checked out. Then set up automation for…

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Sending Alert Email based on Contact Column without sharing sheet
I would like to create an Automation to send an email regularly to recipients that are in a Contact column based on some criteria. After setting up the Alert Email it says that I must share the sheet with these people in order for them to receive it. The email contains no information from the sheet other than getting their…
Removing Duplicates while also adding together values from other columns
I have a bit of a complex situation. My company uses SAP for purchasing and we pull an open order report weekly to keep track of each of the buyers orders and delivery dates. I've recently set up a Data Shuttle so we can transition from manually editing the report in Excel to a more fully automated report in Smartsheet.…
Workflow Notifications (Alerts)
The Manufacturing department in my company created a sheet to track requests related to downtime. I was asked to set up several workflows. One of these workflows is to notify the Head of Manufacturing and his direct reports whenever a new request has been submitted or the status of a record changes. These alerts are sent…

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