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Smartsheet Basics

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

Gantt view dates don't show correctly . . .
The dates shown in the Gantt view bars do not show line up with the actual dates stated in the Start Date and Finish Date columns - it is out of line by about 6 months. In the attached screen shot, for the overall project the Finish Date is 26/02/2021, but the Gantt bar shows the finish to be in middle of Q4 2021. It is…
New row addition in sheet based on flag from seperate sheet
I think the request is best summarized as an example. I am using a sheet to track daily client updates. In those updates, I have a column that includes the client name and another column that includes a flag to mark if the client had an outage. When that flag is marked, I'd like for a row to be created automatically in a…
Single-Use Web Form
Hello, Maybe I'm missing something here that already exists, but we want the ability for single-use web forms. For example: I want to conduct a 360-Feedback survey with some of my team members. I send the web form to 30 employees. A week later, I ask around to see who has completed the survey and only 20 people say they've…
Checkbox in iPad app
I would like to be able to check or uncheck a checkbox in the iPad smartsheet app without having to use the pop up "edit row" box. Any suggestions?
Renaming columns affects reports
Why is it that changing the name of a column in a sheet breaks all the reports that include that column? I need to go into each and remove the column with the now defunct name and then add the column back into the report again. This is tedious and frustrating (what if I miss a report?). Fortunately conditional formatting…
Where do you record action items in the meeting template set?
We have been using another procedure in the past for our meetings whereby the agenda is at the top and as each topic is discussed, action items and the person assigned to them is on a separate section below. I seem to missing a similar provision with this template set or am I missing something?
Form URL Link
Hello everyone. My issue here is that I have created a form and I am not sure how to shard it with other users as there is no URL Link for the form, only available for the spreadsheet. On the Manage Forms, I can only see the button, "Test This Form". Any ideas? Thank you in advance!
Sum duration for multiple nested child/children rows.
Why can I not get correct totals on Duration days if the parent has multiple nested children within children? parent -> child -> childOfChild I expect that the sums on durations would total in such order, leaving the parent with the complete duration total from all children, and related sub-children
Dashboard Chart
Is there a way on the dashboard charts to drill down to a report? For instance, a bar chart - each bar shows names and the qty of projects they are on. I want to be able to click on each person's bar to a report of their projects. I know you can create an interaction, but that only allows ONE.
Changing Email Addresses
Hello, My colleague created an account for me while trying out smartsheet. We've since started a full implementation of smartsheet and I need to pull my old e-mail address over. Problem is that smartsheet is telling me that the e-mail address I want is in use by another account (even though I've deleted the account used in…

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Is there a way to have a form update existing information?
We are conducting an audit of our I-9s. In order to do so, we have pulled an active list of all of our employees (EEs). These EE names are already on the sheet. In order to effectively complete the audit, there are specific things we need to check for based on the expiration date of the I-9 document that we have on file.…
Pulling info from Reference Sheet based on Date
Hello, I am trying to pull the information I need based on a date on the referenced sheet. Without this criteria the formula works great. this one criteria is not working. I created a helper column on each sheet. on the reference sheet is a formula to calculate the month number for that row, and then on main sheet is a…
Need help with Data/Chart Widget
I am working on a dashboard with various data points and had zero issues until I started the most recent widget. I am pulling from a simple report that has a list of staff members and their assigned work spaces. I keep getting an error that says the data cannot be charted… What is the limitation here? I made 4 other…

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