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Smartsheet Basics

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

Creating an automatic Change Order
I was wondering if there is a way to create a change order in a smartsheet so we do not have the type everything out and it will auto populate pricing?
Filter based on Date
In my sheet I would like to create a filter that hides the completed items that have been checked off but I want to modify it so that the checked items stay shown for a week after they are checked and then start to be hidden after the week. Is there a way to do this? Thanks.
Gridview to Dashboard
I am collecting data on hundreds of IDs that are designated by the primary column in grid view. Data is added as additional columns. I'd like to be able to condense the data for each ID, e.g. using a dashboard and 'card view', but I can't figure out how to do this without having to manually create the dashboard for each…
Auto Generate New Rows
Is there a way for a master sheet to be automatically populated by project sheets? What I mean by this is that I have them linked currently but if I were to add a row to the project sheet would it add the new row into the master sheet?
Task not scheduling properly
I have a plan in a smartsheet which isn't scheduling as expected. several task that have no predecessor seem to be staying put. I'd expect them to move to the project start date. I can find no option to change constraint type. I've exported it to MS Project and it exhibits the same behaviour until I review the Resource…
Can I set up a report to auto run?
Hi there, I have a report set up with all of our bidding projects. Every week I go in, change the date to dates greater than "today", then click "Run" so it'll only populate future bids. But now I'd like for it to automatically refresh with "today's" date every day. This way I can have it displayed on a dashboard. Is there…
VLOOKUP
I am having difficulty with the VLOOKUP working. It will work one day and the next time I come back to the sheet it does not work. If I go and update the 1st column in my table then the formula will start working again. The only update I am doing is typing exactly what is in the field over. I have to update all the rows in…
Construction Calender
Hey Everyone, I'm trying to build a Job Calendar. I've input the dates and split it up into Man Days and Man Weeks. My dilemma is this: I need to be able to select a range of dates (ie Jan 1-8) so we can see our expense for that specific week. I've searched everywhere and cannot figure this out. Any help or suggestions…
Integration with SharePoint
When embedding a sheet in SharePoint, is it possible to visual the sheet in "card view"? I'm running my project in "card view" (as a kanban board) however it appears you may only be able to see the project in grid view once you embed it in SharePoint?
Sharing history - Track changes to sharing option
Is there a way to track who made changes to the sharing option of a workspace? I know I updated a group from Admin to Edit a few weeks ago. Now when I look at the workspace everybody is back to Admin.

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IF logic formula
Hello, need help. I created formular for two outputs - "OTD" or "Not". See attached snip for details: A) Test 2 and 3 with date = Correct outputs, but for b) Test 4 without date = Same fx, still output "OTD" doesn't make sense. What do I need to do? C) For Test 1 formular seems working. But I'd like to incorporate into one…
Chart Column and line
Hello I Need to combineted the chart if column and line like attached. Coul you please help me? Thanks again
how can i set up an automation that triggers when a form is submitted?

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