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Smartsheet Basics

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

Copy Smartsheet (workspace or Sheet)
I've developed a smartsheet sheet (and workspace) for a customer. Can I copy or transfer either the sheet or workspace to another smartsheet instance??
Does Smartsheet integrate with Sugar CRM?
Can anyone tell me if Does Smartsheet integrates with the Sugar CRM?
MAX using IF
I need to find the Maximum value in a range given a value is matched in another range. If the job code matches in column A then give me the max in column B
Automate attachments
Hi all, Just wondering, is it possible to automatically attach documents when a row has been inserted? Once a row is inserted by a form it will then send out an update request, and will always need the same two attachments added to it. So instead of the submitter attaching them every time, it would be nice if they would…
Link to Unknown Sheet
We are experiencing issues with "links to unknown sheets" popping up. See image attached. * We are saving the sheet that the link is going to as a new sheet (almost like using it as a back up), but we are clicking so that the "links do not carry over", so it should not be happening from this task. * We have no way of where…
Form for a task list
New to this I am trying to create a form with task list on it for site. Screenshot below This will be viewed on a mobile phone. When I create a new form the information (tasks) on the sheet do not appear on the forms. I want the information to appear with the facility for a crew member to tick the box once the task has…
Notifications including comments
Hello, I am needing the notification that gets sent from a SmartSheet to show the body of the comments. Currently it only shows the comment symbol as below. The other formatting change i would like is to run the row vertical rather than horizontal. Thanks!
Web Content Widgets
Is the Web Content Widgets available in the free version of Smartsheet? Which plan do I get this Widgets, Individual, Business, Enterprise ou Premium Options?
Sheet froze and won't open now
I was working in a very important sheet and it froze. It is still listed under sheets on my home screen, but I get an error message every time I open it. It's an errorCode: 6. Anyone else run into this? I have logged out and logged back in, but this one sheet won't open in any browser and I need to access it asap.
Percentage
Hi I need to calculate the cumulative percentage of n number of tasks completed under a parent row. For example, I have 10 objects to report within three days and on the first day I report 4 objects, on the second day 3 objects and on the last day 3 objects. This means, 40% of the work is complete on the first day, 70% on…

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IF logic formula
Hello, need help. I created formular for two outputs - "OTD" or "Not". See attached snip for details: A) Test 2 and 3 with date = Correct outputs, but for b) Test 4 without date = Same fx, still output "OTD" doesn't make sense. What do I need to do? C) For Test 1 formular seems working. But I'd like to incorporate into one…
Chart Column and line
Hello I Need to combineted the chart if column and line like attached. Coul you please help me? Thanks again
how can i set up an automation that triggers when a form is submitted?

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