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Smartsheet Basics

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

Cross sheet links automatically update with new rows
I'm working on developing master sheets for my group that other researchers will link to. They will use this information to inform capacity and resources. How do I ensure that if I've added a row to the master sheets that it automatically updates their sheets?
Searching Multiple Pages in a Report
Hi, Not sure if anyone is sharing the same frustration as myself with some of the limitations of SmartSheet, but I hit the 25,000 references limit within a month of using the system, and was told to use a report instead by support. This sort of works okay, but then today, one of the team highlighted that as soon as you hit…
Publish Links - Access control
I am the admin for my smartsheet, trying to make the sheet public with availability to anyone. The access control button is grayed out. What do i need to do to get this changed? thanks Marian
Notifications not including attachments or comments
I set up a notification alert to send an update once a column is checked as "done", and was to include all items in that row, including attachments and comments. However, I am not receiving the comments and attachments. Please help.
Report Design - How to show higher level task with late sub-tasks?
I am working on a couple of reports and they are working fine except I cannot see within the report the higher level task which has a sub task that is late. For example: Task Sub Task - OK Sub Task - Late Sub Task - Future. When I get the report to identify the late sub-task, I'd like to be able to see within the report…
Calculating business (working days) in a Leave Application
I need to know the number of working days ie Monday to Friday for each Leave Application requested by workers. What is the best way to do this as most forms have the Start Date and the Return Date which includes weekends so therefore any formulas to calculate the number of days will not reflect actual work days.
SumIfs Formula is not working out.. Trade1:Trade5, "Demo", Cost1:Cost5
I am really struggling with the following formula.. Below is the list of my columns of data that comes in automated into a sheet, by way of a webform I have about 50 trades, like (demo, framing, electrical, plumbing etc).....I want my formula to reference the trade column, and pick up only the entries for "framing" to date…
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

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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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