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Smartsheet Basics

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

Form Creation-is there a way for the creator add a reference sheet/link to the form?
Hello, We have a form that people will need a few descriptions listed out for them. We were hoping to add an attachment with this information or a link so that when users go to complete the form they can access this information if needed. We'd looked at adding it all to the bottom of the form, but would rather it's not…
count "on time" dates
hi there, I am trying to count all dates that are on time comparing my due date column and delivery date column... tried countifs, but it wont let me compare the whole columns... please help. Thanks nino
Chart Issue
Hi, I have 2000+ row of data. When i create a chart, instead of summing up my $ amount with the same categories (for example item A and item B) , it create the bar according to number of items.( for example: item A has 3 items, it appear 3 bar). Anyone can help on this? Thanks
insert key
My insert key does not add a row. it only deletes what ever is in the cell of the row that I'm in when I use it.
LOST WORK
APPARENTLY AUTOSAVE HAS CHANGED WITH THE NEW UI. I JUST LOST A LOT OF WORK EXPECTING IT TO WORK THE SAME. THANKS SMARTSHEET. Be careful out there users.
Parent Row Roll Up
I am looking to create a formula that will do the following: If all child statuses = Complete, it will say "Complete" If at least one child says in progress or complete, the parent row will say "In Progress" If all child statuses say Not Started, or are Blank, it will say "Not Started" I tried using this as a shell:…
Select SmartSheet Alerts not sending
Hi there, I am setting up 3 alerts for a sheet: 1) When a new row is added (via a Form) 2) When an "Approved" column is checked 3) When a "Done" column is checked The first alert sends an email. However, I am having trouble with the last 2. Email alerts are not being sent for some reason. For testing purposes, I currently…
Identifying Department Reasources in a Project Portfolio
Hi, I am relatively new to Smartsheet. I have built a portfolio of projects for our company. I want to identify what departments are involved in each of the projects in the portfolio. This is just a very high-level listing of departments. While we are not trying to include the amount of work estimated for each department…
UI "Improvements"
Hello Smartsheet Community- Last month Smartsheet released a new User Interface. This forum is FILLED with very concerned users who strongly feel these changes are not beneficial and they want the old Smartsheet tabs and navigation back. If you are one of these users, PLEASE keep asking smartsheet for updates on if the old…
Dropdown choices for date fields
Hi I've noticed within a form when I preview an entry for a date, I can drop-down the year and month to select, but within a sheet I have to click through to get future dates! Any chance that feature could be added to sheets themselves, so I don't drive my co-workers crazy clicking through with my mouse? Thanks

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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…
Percent showing up in thousands
Hello, why is my 32 showing 3,200% instead of 32%
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…

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