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Smartsheet Basics

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

Building a Dashboard from a Report
Is this possible? I went to try and create a metrics sheet from the report but it doesn't show up. Building the report was supposed to group all of my similar items together, why can i not then build a metric sheet to create my Dash based upon that report?
Goto line ...
Hello community, I have a smartsheet with 5000+ rows. I would like to find a way to automatically Go To line 2000 (and not scrolling down). Is there some "GoTo" hyperlink I can create ? How shall I do this ? Best,
Dashboard Tutorials with data
Hi, Can anybody point me to dashboard tutorials that include sample data? I would like to complete the tutorial at https://www.smartsheet.com/how-set-project-management-dashboard-smartsheet however it doesn't include the data that is referred to in the tutorial (unless it is available and i am just too thick to find it?)…
Pinned Sheets, Manual ordering Feature
Hi, Just a small feature request. It would be nice to be able to manually order my pinned sheets (drag and drop) in the recently opened left-hand side menu. I have about 30 sheets pinned which i regularly use. Cheers, Ritchie
Approval Automation Question
Hi I think I am at a stopping point on my automated workflow I am trying to find a trigger to initiate an approval request after a decline Once an approver declines(Internal Revision Requested ) an Invoice my next step is Request an update- This update the user will have to add a new/revised attachment and check off a box…
Dashboard Gantt for Extended Period Task Prevents Display of Current Dates
For a leadership dashboard, we have a report with a list of current projects. We want to display the Gantt chart on a dashboard. One of the projects began on 8/4/2015. The Gantt timeline begins in August 2015 and can scroll to the week of March 17, 2019. Given that it is May 23, 2019, this is a no-go. Workaround ideas? My…
Send Update Request Flag Does Not Appear in Reports
Hi Rather than sharing an entire sheet, I have created reports that allow someone to see part of the data that is relevant to them. Some of the rows have send update requests on them. I cannot see this in the report and there is no option to show this. Having this will make it much easier for the person to see what is…
Providing a realtime Resource view across all sheets
Hi all, I currently generate a weekly resource allocation view across all project sheets using the built-in resource reporting** (exporting to excel, importing to Smartsheet...) This is useful as it provide a single link with a comprehensive view that can be sorted by resource/project/role/manager etc (I use vlookup once…
Send Request for Approval Again
Hi: I have a column set up that an instructional designer changes as the status of a project changes, and I have another column that indicates the status of approval. When the ID changes the status of the development to "In Review", a trigger sends the Program Chair a request for approval. If approved, the ID can change…
Forms
Hi There, I am trying to create a form to collect data. But I was wondering if the following things are possible: * How do you change the number of options in a dropdown list, e.g. let say I create a form with a dropdown list of 3 options and then later I want to change it to 4 or more? * Is there an option to select…

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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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