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Smartsheet Basics

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

Reaching for Specific Information Return
I am trying to use a set of sheets for material tracking from various suppliers without actually having to have my employees use several sheets to do it. I am wondering if there is a way/formula to look through a specific column for a supplier name, and in whichever row it finds said supplier it then outputs that entire…
Formula to search column on different sheet
I want to create a formula in a checkbox column. I want the formula to go like this: I have 2 smartsheets. 1 is a sign-in sheet which will have a column for employee number. The 2nd smartsheet will be a smartsheet to search through the first smartsheet and check off any employee who's number appears on that sheet. For…
How to set up different projects + intake with same resources
Hi there! I am hoping that Smartsheet will prove to be the solution I am looking for, but I need a bit of help to get set up correctly. I currently manage a Design team in a tech org, and I resource two types projects with my group: - Long ongoing projects (these typically have one to two people assigned to them for 3…
Milestone
Hi, Why a milestone doesn't appear on my Gantt chart as a diamond shape? knowing that I Enabled Dependencies and the duration of the task is 0.
Import Excel Workbook
Good morning, Is there a way to import a whole excel workbook and not just 1 tab?
Preserving drop down list on import
Is it possible to preserve the dropdown choices when importing an excel document?
PDF Exports
Hi Everyone, Is there a way to export a row to PDF but select the columns that you want to include? At present, I'm printing the row and saving to PDF; however, I can only select to either include or not include comments and hidden columns. Clicking File and export to PDF does not give me the option to select columns and…
Centralizing rows assigned to individuals across multiple Workspaces
I have a project management workspace template that I create for each identical project (business startup). There are a number of items that are assigned to a group of individuals by department (HR, Procurement, EHS etc.). I used to keep all projects in one workspace and was able to create a report that would pull together…
Change in source dashboard template after copying a folder
After using Save as New to copy a folder from one workspace to another, I noticed that a dashboard template in the source folder seemed to have changed in that three recently updated widgets were now indicating "Missing source sheet". There is no indication that this source dashboard template or the related "missing source…
Alert emails
Hi everyone! I am looking for a way (if possible) to remove the row data from the email alerts. I can create a custom message to relay only the information I want, but it adds all the row data at the end of the email. Is there a way for the alert email to ONLY send the custom message I create? I have already tried this in…

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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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