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Smartsheet Basics

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

Dropdown Assigning
I have a program that imports data from an excel sheet. The data contains names of a project manager and a project ID. I have a dropdown list containing all the PMs and their emails, and what I was wondering was when I populate the PM column with the PMs name, is there any way to attach the corresponding email of the PM so…
Locking a Form from further editing after a specific date
Hello, We create forms for volunteer events. We are running into the issue where people are signing up until the very last minute. Is there a way add a deadline to the form or lock it? Or disable the form link. Thank you
Automated Email when a condition is met?
Hi guys, I would like to set up some automated emails containing pre-selected cells within a row once a certain condition met, i.e check box checked. Does anyone know how to set this up?
Feature Recommendation: Add a Pop-Up Checklist to a Cell
I am creating a Gantt chart to organize a project that includes various subtasks. It would be great to have the ability to click on an umbrella/main task and have a checklist popup where assignees of the task can see exactly what they need to do. I am a little confused by the "predecessors" column in the Gantt chart.…
Transfer a folder's ownership to another account
Hi, I have recently recieved a licenced user with my company mail account and I would like to transfer all the work I made with the trial version user (which is related with another mail account) to this new one which is the official. Is there a way to do this directly and not creating and sharing workplaces stuff? Another…
Sharing one sheet to two workspaces?
Is there a way to share one sheet to two workspaces? Would you have to copy the sheet and have all fields linked so that the changes you make to one sheet would show up in the other sheet? Thanks!
combination of a Smartsheet and an iPad signature
Hi, I’m just quite new to Smartsheet and would like to know the possibility of using a combination of a Smartsheet and an iPad signature. We have a process that necessitates the signature of our clients. What is the most robust way to do this? Btw, currently we are not considering to use DocuSign.
Scrambles Subtasks
Is there a reason why my subtasks keep getting mixed up in different entries? For Example, Job "A" has 10 subtasks, Job "B" has 5 subtasks. Once saved, Job "A" showing all 15 subtasks???
File Upload from Customers
We have recently started using smartsheet to organise our print jobs and workflow through the production line. I am curious to know if a customer that doesnt use smartsheet can upload artwork into our sheet? Can we send them an upload link where customers can upload their artwork (PDF) into their specific row on the sheet?…
Data -> Exported Form
Hello, I am relatively new to SmartSheets but I am looking to place a form we have now into smartsheets to collect the data there. However our Executive Team likes the look of the original form... Is there a way to export data in a way other then in a grid/ excel looking chart? Id like to customize it and have it run only…

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Remove workspace shared users from 1 sheet
We are working on setting up our Career Reviews in Smartsheets. We have a group of all staff that has access to all sheets in our workspace. I want to remove them access from just the Career Review Sheets. When I do that it says it will remove them from access to the entire workspace, which is not what we want. The only…
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…

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