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Smartsheet Basics

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

Line Chart Not Charting Correct Data
I'm having trouble getting a line chart to chart the appropriate data. I am tracking KPIs for my sales team and collecting in a source sheet. I then have a report for each sales person that pulls their data from that sheet. I have made each of them a dashboard so they can see their progress and I want to charge their data…
Curious about Form capability
Hi, would it be possible to use a form to get data into a sheet and instead of creating a new line of data it can add into an existing line? Attached an example.
End date not accounting duration properly
I have a task with a duration of 12 hours. Smartsheet is showing the end date same as the start date - say, starts today and ends today. Secondly, a dependent task for the same resource has a duration of 4 hours. This should make the subsequent task start on the same day, but I see it start on the next day. (See graphic,…
Is there a work around? Alert or Update Request?
I'll keep this simple. In the method I'm using the form every person that uses the form is not required to make a Smartsheet account. They have too many logins and adding another "software" to the mix is not going to go over well; however, they are fine using the form. This means I'm not able to take advantage of the…
Limiting what customers can and cannot see for projects
We use smartsheets to run our customer projects. The approach we have used to date is to create a workspace for each customer, with the necessary sheets - all from a template. This works really well, as the customers need to review and contribute to several of the sheets that we use, and the workspace sharing feature lets…
Automated emails for reports not working properly
We have 2 automated reports for scheduling that have been sending to our SmartSheet groups via email each day however over the last two days these reports have stopped working. To monitor I added myself to the list yesterday and still this did not send. I did not see any reported outages. I made a small change to the job…
Working with the Automations
Our organization is fairly new to smartsheets. We are using forms to collect data, but the hiccup that I have ran into is that I can't seem to automate a process that could flag duplicate entries, so that the individual who fills out the form, will receive an email to update their entry. Not sure if this is something that…
How to Apply Weekly Updates to Dashboard
I have a smartsheet file that is updated weekly. I'd like to be able to capture that weekly data automatically on my dashboard. Is this possible? Thanks
Auto/number - date on particular cell, not whole row
I'm trying to find a way how to populate a datestamp in a cell based on the last change from an another cell in a particular column fe: Row 1 - column A: dropdown (Start, pending, stop) Row 1 - Column B: I want the date when Status changed on column A Auto/number - date: works, but it looks at every cell on that row, i…
Calendar
Has anyone used Calendar to track employee schedules? If so, how did you do that?

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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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