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Smartsheet Basics

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

Multiple Projects - Resource Overview
Hi, we are using Smartsheet for managing our Sales Pipeline. As soon as a project is ordered, we are using the same line to gather project information related to execution. I would like to add a Gantt Chart to each lien (via Hyperlink to another Smartsheet) in one cell with resources. Question: I would like to see a…
Turning a Paper Report into Smartsheets
Greetings, While I appreciate consultants, I'm not currently seeking to hire anyone to do this for me, I just have general questions to accomplish my goals. My direct supervisor sends out a request for certain data to various people on his staff once a month. It's a "Service Report" of sorts that is used to provide data to…
Tracking Data / Shared Sheet
Hi! I'm really enjoying Smartsheet and glad we decided to go down the path of subscribing. While I was getting certified I found so many neat features and my mind just filled with all the things I could probably use various aspects of Smartsheet to accomplish. I ran into a limitation in my own scope that I'm sure…
Forms with multiple levels
Hello, I'm hoping for some advice on how to create a form with multiple levels. By levels, I mean that some of the information submitted on the form will stay the same and can span many line items on my grid. That would be one level, and the second level would be additional information that would be different per each line…
Start Date based on Resource availability
I have a very complex schedule Im attempting to put into smartsheet.. I have been able to get the schedule to work and get the warnings that the resource is over booked. But is there a way to have the start date be dependent on when the resource becomes available?
Additional Approvals
I am trying to set up an additional approval process. For example, one manager will approve X and the second manager will approve on certain conditions based on a column, based on the notification of the approval from X. How can I set this up. Basically, having 2 approvals in a workflow.
Check box to get unchecked.
Hi All, I want when the date changed in by my sheet, the check box that were already applied should automatically removed. Is there any any formula that I need to put in. If anyone can help will be great.
Embedding a form into Dashboard
I am currently overhauling PTO dashboards for my company. Each dashboard has a link for an individual's sheet that records time off and the related request off form. Is there a way to embed a single form to the dashboard and have it link to individual's sheets instead of 15 different links?
Replicate lines
Hi, Was hoping if anyone know if it's possible to have a line and its indents to be synced between sheets in a way that any change on one sheet for these lines will be automatically updated on the other sheet. Thanks!
Removing a licensed user
We have 3 licensed users. One of the users left the company and is no more accessible. We would like to move his license to another user, and move the ownership of all his sheets to another user too. I am one of the licensed users. What should I do first? move his license then move the ownership of his sheets? or…

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Dashboard Metric Widget Not Updating with Current Backend Sheet Value
Hi all, This is from a sheet that uses a formula to count down / display the number of days til end of Quarter. What is happening: Displays 37 when the backend sheet actually says 34. The dashboard does not update until I click to open the backend sheet then the connection seems to go through to update the…
Autopopulate an email address with each new row
Hello, Community! I am trying to set up an automation that adds a specific email address to a field with the creation of each new row. It should be very straightforward but does not seem to work consistently. Trigger - when a row is added Condition - if a specific contact info field is blank {{Notify XYZ}} Action - assign…
Filtering out Status based on two criteria - Not working!
Hi, I'm at a loss and could use some guidance please! I'm running a report from my project plan to see Customer Tasks Statues by Phase if status is not "Complete" or "Not Required". The Complete status don't show but the "Not Required" do. I have tried all the options (Is not blank, Is not equal to, does not contain, is…

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