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Smartsheet Basics

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

Checklist Summary Reports
Id like to summarize status for a list of users involved on multiple project checklist. The dashboard function tells me I can only use numerical data in reports/widgets. Is there something I am missing? I want to provide a quick glance at overall status of multiple checklists.
Automate RYGB based on date
Hi Everyone, I have been trying to get my RYGB to automate based on the tasks dates. I would like from the start date to 8 days to be Green...More than 10 days from start to be Yellow and the last 5 days before the end to be Red. I have read many other threads and I just can't wrap my head around this one. Any help would…
Report & Dashboard information not live
Reports and Dashboard information are not updated right away when the sheet information is changed. I noticed it since yesterday. Is it a bug? How soon can you fix it?
Hiding view in card view
Hi Their i have a card view where i want my staff to enter in certain information, i want to be able to add some cells with some formulas that DO NOT appear on the card view but are viewable or present in the grid view. for example i have a formula that will check a box when a card has not been updated which in turn sends…
SUMIFS including date range in criteria
Hi There, I wish to sum a column, providing multiple conditions are met. i come unstuck when one of those conditions is a date range. i need to total doors due out this week and next week and the following week separately providing that they are ready to pick. this is the formula that i have used so far which isnt giving…
Forms
I am looking to use a form to make multiple entries into a sheet without the form going away once I hit submit, e.g., I should be able to fill an entire spreadsheet of tasks from one form. Thanks D A
Notification once an entire row is checked
I am looking to set up a notification once everything in a specific column has been check marked. Basically I have 10 things that need to be collected by someone every week, they are listed in rows in the sheet and have a checkbox next to them to check once the item is collected. I want a notification to go out once the…
Filters in charts
I have a huge data set and that need to be filtered owner-wise in my bar/pie chart. However, I do not see any filter option available. Please help me if someone is aware of this.
Update requests are a bit clunky?
I am missing consistency with update requests. If someone sends me one I should, in my opinion, be able to update the request from either the notification or directly from the row or the update request sidebar. However the row & sidebar will simply show me the request but not the ability to update it which leaves me…
Creating a Form with Row information
I am looking to create a form that populates information into specific rows, not based on columns. I see a few discussions from several years ago, but nothing recently to see if this is doable. Anyone know if this can be done?

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Filtering out Status based on two criteria - Not working!
Hi, I'm at a loss and could use some guidance please! I'm running a report from my project plan to see Customer Tasks Statues by Phase if status is not "Complete" or "Not Required". The Complete status don't show but the "Not Required" do. I have tried all the options (Is not blank, Is not equal to, does not contain, is…
Percent showing up in thousands
Hello, why is my 32 showing 3,200% instead of 32%
Autopopulate an email address with each new row
Hello, Community! I am trying to set up an automation that adds a specific email address to a field with the creation of each new row. It should be very straightforward but does not seem to work consistently. Trigger - when a row is added Condition - if a specific contact info field is blank {{Notify XYZ}} Action - assign…

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