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Smartsheet Basics

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

File Upload from Customer into their Designated Row
I was hoping somebody could help. I have a form set up where customers can upload their artwork directly to our sheet and once checked I send an approval request as a proof. However if the proof is declined or we check the file and it isn't print ready we require customers to upload a new file (artwork). I have tried this…
Weighted Average
Hello! I have about 10 columns of tasks that each have a certain weight of average. I want to create a dashboard to show the status of the project, however, I am not sure on the formula I should be using to calculate the project status when each column is weighted. Any suggestions?
Template document control
If you create a template in Smartsheet, does that template have any type of document control, history, or revision numbering assigned to it? We need to keep control of revisions to the templates and would like to know the best practice for this in Smartsheet. Thanks
Cashflow formula - IF formula issue under date formatted column
Hi, I'm trying to create a project cash flow projection sheet and I'm stuck with the (see attached photo) IF formula. I need the column to be formatted as date to find the IF formula but I cant format the cells below as number/text and I believe this is the reason that the IF formula isn't working. Any help to get this…
Automated dates
I am trying the set up a dashboard using a rollup sheet. I am trying to automate the start date so that it is always set to the 1st of the month or would it need to be manually changed every month? Thanks Dave
Archiving Meeting Minutes
We have to archive (over several years) and be able to search our meeting minutes for accreditation purposes. I can use the Meeting agenda sheet (Meeting Management set) for both agenda and minutes. How can I save the July agenda/minutes and create a new agenda/minutes sheet for the August meeting? Should I create a…
Question re: image attachments when using Smartsheet for Outlook Add-in
I use the add-in and whenever i am moving an email to Smartsheet, it automatically selects all images in addition to any PDF or other attachment. My signature line contains 6 images and so every time i add something through the add-in, it tries to pull these same 6 images. I must de-select them each time. So here's the…
Meeting/Projects in an academic environment
Hi, I'm chair of subcommittee that reports to the curriculum committee. My subc has monthly meetings, for which I need an agenda, minutes, and materials for the members to access and edit. A large part of our work is reviewing each required course in our curriculum (and there's a process for preparing materials and…
Shift license and owned sheet at same time to new user
I have 6 licenses and 6 licensee's and want to transfer a license to a new person from a current person and transfer the owned sheets to the new person. Problem is that the license needs to exist with the new person to give the sheets to that person, but i can't give them the license until i move the owned sheets. I hate…
Error when a customer updates a file
I have been working on a proofing system which automatically sends an update request if a customer declines their proof. Prompting them to upload new artwork. I include the attachments column on the form when asking for a new file, however when I am testing the update request I receive the following message when trying to…

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Reminder/Alert Automation
I have this tracking ticket Smartsheet where every 2 weeks, my team of 4 analyst rotate on who's in charge of addressing these tickets. These tickets don't have deadlines, they just have quality information (e.g. ticket name, description, submitter, status, location of issue). I want to create an automated reminder for…
Workflow to transfer Parent row and not Child rows
I have a workflow to transfer data from one sheet to another however I only need the parent row to transfer and not the child rows. How would I do this?
Cannot type a Name in Contact field of My Smartsheet Contacts
My Smartsheet Contacts, Add, Contact field opens. I go to type Name. Name starts with the letter "J" The letter J does not type into the field. I tried a Bluetooth keyboard and Laptop keyboard, so it is not a keyboard error. This seems like a bug. Any idea how to resolve this? Thank you.

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