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Smartsheet Basics

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

Changing Send To for Reports "send as attachement"
I have a report that I have on a delivery schedule. Over time I have had to add and delete names. Since the functionality doesn't allow you to easily change the sent to list for existing reports, I have had to delete and recreate "send as attachment" jobs. I know there is a way to manage a distribution list which is what I…
Counting Past Due Task on a Sheet
Hello, I'm trying to see if there is a way I can put a countifs function into a project plan template that will allow users to keep a rolling tally of any tasks not 100% complete and in the past. Ideally i would like this to only look at milestones (0 duration) as i'm going to collect this from every sheet and place on a…
Schedule tracking - SPI vs user perspective
Hi, The scheduling tracking feature in Smartsheet shows that Parent Task is ahead of schedule for below, with Today = 10-Sep-2018 Task From To Completion Parent 06-Aug-2018 21-Sep-2018 83% Task A 06-Aug-2018 10-Aug-2018 100% Task B 13-Aug-2018 17-Aug-2018 100% Task C 20-Aug-2018 24-Aug-2018 100% Task D 27-Aug-2018…
Reference the value of a cell that is obtained through a function
I have cell one that has a function in it say IF(1=1,true,false) and it outputs true. I then want to do a vlookup for that true value, but I keep getting that no such value exists. I assume that's because the cell actually contains the formula rather than the value true. Is there a way to reference just the outputted value?
Notification without changes in row or column
We have a sheet that track onboarding activity for new clients. Two date columns in the sheet are Follow-up Due and Follow-up Actual. I would like to send a notification or reminder to the assigned employee on the Follow-up due date if the Follow-up Actual is blank so they are only receiving notifications about open items.…
Collaborating on Single Task with Outside Vendor (Rehab)
Greetings. I have a Real Estate Property "Rehab Project Plan" with tasks that I would like to assign to a vendor (i.e Electrician) so that I can manage his tasks and collaborate with him. I do not want the Electrician to see entire sheet, only that task(s) assigned to him. I have read several articles on this but couldn't…
Best Way to Have a Back-and-Forth with Non-Users?
I have a sheet with info for a few hundred people. For privacy reasons I cannot share it with them, because they cannot view other people's rows (a selectively hidden feature I've put in a vote for). So I send everyone their information in an update request and ask them to fill it out. I then see their answer, respond, and…
Filters
We have created some filters in our production sheet but when we remove the filter the data does not return to its original order in the sheet. is there something we need to do or something we are missing to prevent this from happening?
Home Page Organization
I'm a new SmartSheet user and I think being able to order by the column names is a great feature. Are there any plans to add a feature to move items (sheets, reports, dashboards) up or down to customize the order of the sheets/reports/dashboards in your folders on the home page. Maybe just right clicking it brings up the…
History of emails sent for a row. Not Update requests.
I know how to retrieve history of emails sent to request updates. However, I need to be able to also see a history of just emails sent without requesting updates. Is that possible?

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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…
Inform team on general sheet
Hi, Is there a way, now on a row but sheet level to inform the team whom the sheet has been shared with about modifications done to said sheet. E.g.; I have added locations to a locations column and would like to inform all sheet collaborators on it. Additionally I would like to ask some if moving forward to make a form on…

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