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Smartsheet Basics

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

Saved Filters
I'm trying to put together a saved filter and I would like to have one of my filters sort alphabetical. Is this possible? Thanks!
Add Values in Column B, if Column A has a certain value.
Hello, Thanks in advance for any help provided. I date values in column A, the day a quote is signed. I have dollar values in column B, the amount of the quote. I want to total of the amounts in Column B that have an associated signed date. Basically, the total of value of quotes "unsigned." Pleas help, Smartsheet formulas…
Rolling Dates in a report
Hello. I have a project sheet to track individual projects. Each project is a separate row in the sheet, with a Start date, a Duration and a calculated Finish date. New projects (new rows) are added to the sheet via a form that that can be used by anyone from our web page. When the for form is submitted with a new project,…
Clone Column to another sheet
Hello, I would like to clone one or more columns from one sheet to another, I mean the complete column, no matter how many rows contain data. The columns in the other sheet should represent the data in the initial column. How can this be realized? Thank you.
% complete based on count of child checkboxes.
I'm hoping someone can help me. I have a sheet set as a grid with a list of tasks for designers to do, these are divided into 4 categories, with the tasks being indented beneath the parent category, I have a column called 'complete' that is checkboxes which the designer check once each task is compete, so like a regular…
Manager receives blank form
Hello all - I am new but really enjoy everything that has been shared and contributed. I sent my manager an Update Request for a sheet. He indicates that when he opens it, he only gets a blank page. I, however, am able to click the "Open Update Form" and the form opens right up for me. What might I be doing wrong? Thank…
Adding additional Attachment and Comment columns
Hi! Just wondering if it is possible to add additional attachment and Comment columns within the same sheet? I work with a lot of cross-functional partners where attachments and columns may be important to different groups. With notifications being set up, it makes it hard to differentiate. Thank you!
Sharing a sheet - viewer is prompted for a login
I am trying to share a sheet with a colleague. I set him as a Viewer and sent him the link. He is being prompted to log in. This person does not have a Smartsheet license and just needs view only access to the sheet. Can you please help me figure out how to fix this? I thought perhaps the problem was that the sheet was…
Company uses smart sheet in metro manila philippines
Hi is there any company here uses smartsheet in philippines specially in metro manila? may i know the company name thank you
Discussions
Someone submitted this a while ago, has this feature been added? In the Discussion feature, I find myself needing to write a comment - then click SAVE - then click on the "Email Comment" button - then fill out the person's (or people's) names in the discussion and then click send to get the comment out to the Team. Is…

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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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