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Smartsheet Basics

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

External Users and Security Access to Internal sheets
Can external users view internal sheets? Say someone outside our organization submits their bid, they get a notice that their bid was rejected and it gives them the link to our internal sheet. (see sample) I have only tested this using my own email address, so maybe they can’t see our sheet after all? If not the case how…
Smartsheet Form and Outlook Calendar Item
I am wanting to have a form for individuals to sign up for a workshop and would like to include an outlook appointment in the form so that they don't have to create the appointment in addition to signing up. Is anyone aware of how I could do this?
Problem Saving Blueprint
Hello Smartsheet, Reposing in hopes that you can assist me. I've added a new sheet to my Blueprint (I've done this before). The sheet has one profile field (Project Name). I don't need anything on the sheet to report out to anywhere. When I try to save my Blueprint, I receive an error "add more column(s) to reporting…
Problem Saving Blueprint
Hello Smartsheet, I'm hoping that you can assist me. I've added a new sheet to my Blueprint (I've done this before). The sheet has one profile field (Project Name). I don't need anything on the sheet to report out to anywhere. When I try to save my Blueprint, I receive an error "add more column(s) to reporting sheet". I've…
Automatically request updates weekly without a trigger event
We have created a new Smartsheet for our quarterly goals including an Assigned To, Status and % Complete fields. We would like to have an Update Request send out automatically at 8 am every Monday morning asking for people to update their Status and % Complete fields every week. I tried going in and creating a new Update…
Save attachment to Smart sheet
How to save a pdf attchment to smart sheet using API
CONDITIONAL FORMATTING FOR DATE TYPE CELL
Greetings, I have two rows with multiple date type columns. I need to added a conditional formatting where, if the date in row is greater than the date in other row, the cell with greater date needs to be highlighted. Someone Kindly help. Thank you
Assigning Multiple Tasks to an Entire Team
Hi I am new to Smartsheet, and hence am unable to perform the subject activity in it. I have a set of 25 tasks called "Proofreading Tasks". And I have around 15 people in a team which is called "Team - Proofreaders" . This team is supposed to perform these -- and only these -- tasks. Now how do I set it up in Smartsheet so…
forms and cell linking to a secondary sheet
Hello I have created a Time sheet form that i sent out to 11 employees to gather all the daily info. This form fills in the Time sheet Smartsheet. We want to keep the Time sheet Smartsheet as a master sheet and strictly for data collection so that no one messes around with it and looses anyones time. Ive been trying to…
Requested: Sharing Reports: without Sharing Source Sheets
Just submitted this request. Hope others are asking for this! Sharing Reports: without Sharing Source Sheets I would like to be able to have people edit data in a report without them being able to view/access the the source sheets. If the source sheet must be shared would it be possible to set the sheet to "hidden" so that…

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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?
Multiple Users in Grid
Hello. I am trying to create a tracker where there will be multiple users in a Grid sheet and everyone will be adding in a new line at random and same times. Is there a way I can create it where people's work won't save on top each other? Or is there a live view on Smartsheet where other people can see that someone else is…
How to do lookup for multi select dropdown cell to return results for all selected items in cell?
Hi I'm trying to do a lookup or index/match or whatever that can search all values in a dropdown list cell with multiple values and return multiple values. Sheet 1 screenshot (yellow highlight is where I want formula to be): Sheet 2 screenshot (contains table of lookup values): I'm trying formula from this question from…

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