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Smartsheet Basics

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

seeing edited rows and changes
Hi I wanted to know if there is any way to see what changes have been done in a sheet. Specifically, if a certain row has been overwritten with different information, and we want to reconstruct the original content that was in that raw. I need to bear in mind that certain other changes have also been made since that…
Editing a Drop Down List
I am creating a Tasks List and am wanting to use a Drop Down list to indicate the Client the Task refers to. Our Client list is ever-changing. Am I able to add or delete clients from the Drop Down list without affecting the data in the other Client cells? I am hoping to keep the list alphabetical, so additions and…
Worksheet Columns
Hello! I'm new to the Community and not sure how to submit ideas for future features, but I'm interested in the following: 1) Is there a way to color-code column headers? 2) Is there a way to group columns into a "section" that can then be expanded/collapsed as needed? These are features I use in Excel all the time and…
Collecting end of class survey data
I have a sheet with columns for student name | class start date | class end date | instructor. At the end of the class, I need to send a survey form to each instructor regarding each student. I want the responses to be entered on the same sheet and in the same row as the corresponding student row. I've made a form for the…
SUMIF using RYG Status
Need help missing the boat on sumif based on status column using RYG. This is is a sales pipe line and trying to sort totals based on status.
Setting up an alert for a date that is greater than 7 days in the past
I am tracking vehicle maintenance for our corporate vehicles. I want to set up a rule that will send an email alert when a repaired checkbox is goes unchecked 7 days from the reported date. There is an option for "in the past (days)". But that doesn't seem to work if the repair date doesnt fit within the "x" # of days you…
Can you create Duplicate Cell and linked to original Sheet to hide original sheet's Formula?
Currently I am working to create a statistics to show all the work status counts. I am using multiple formulas in different cell. Is there any way to hide the formulas OR create a duplicate linked sheet where the duplicate sheet will update at the same time when I will change anything to my worksheet( Main sheet, that I am…
Resource demand, capacity, and utilization management
Hello SS Community! Am fairly new to SS, and was hoping someone might be able to point me to where I might find recommended solutions for resource demand, capacity, and utilization management, using Smartsheet. I know you can use the timesheet template, but it doesn't really do the job of resource management. Thank you!
Report not filtering correctly
I have two named items in a column that I need to have on separate reports: 1) Machining 2) Machining (CNC) When I put contains 'Machining' under the 'What' part of the report, it pulls in 'Machining CNC'.. It is not allowing me to have on separate reports. Can anyone assist?
Indent or minimising rows
Hi, I have several standard grid sheets that are populated via webforms, we are based within the UK. The issue I have is that I don't seem able to include "indent" function to the rows (i'd like to indent per month), as the sheets are growing huge as we have a lot of data being submitted from remote and field workers. So…

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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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