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Smartsheet Basics

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

Sharing with Editors outside our company
Good afternoon! My company works closely with another ambulance service, Company B. Both companies have a Smartsheet Enterprise plan. I have created a workspace that I need members of Company B to edit. Do I need to make them members on my account if they are already members on their account? Or do I just need to add their…
How do I remove myself from a workspace?
Hello! How do I remove myself from a workspace that I created? I've already transferred ownership to someone else, but it's not allowing me to remove myself. When I right click the "remove me" button that I've read about is also not there.
Has anyone used remote staffing (like CrewBloom) to support Smartsheet workflows?
Has anyone here used remote staffing support (like CrewBloom) to help manage Smartsheet projects more efficiently?
Can an admin of a sheet be from a different organization?
I have shared sheets and dashboards with people outside of my organization, and one has a paid license. Would I be able to grant admin access to this licensed user to their sheet? Or would the ownership of the space by one organization limit the admin accessibility of someone from outside?
Table mode
I have been testing out the new Table mode. So far it is ok however I have found you are unable to place an image in a cell in Table mode. It can only be done in Grid mode. Are their plans to make this available in Table mode?
How do the automated notification attachment triggers work?
This should be straightforward information but I can't find it anywhere. How do the Automation triggers work for attachments? I assumed: An attachment is Added = New attachment An attachment is Changed = New version of existing attachment. But I just had an 'Added' attachment notification trigger when I uploaded a new…
Can you customize a Send as Attachment email subject line and body?
In attempting to add custom cell data in subject line of an SEND AS ATTACHMENT email, finding no luck. because unlike automations, with targeted rows, there is no true cell SEND AS ATTACHMENT can pull from. Am I missing something here? I have the helper columns in my sheet. I am in need of a monthly based export of REPORTS…
Linked Dropdown Columns
Good afternoon, I am trying to utilize Linked Dropdown Columns for a manual process we have. We have many sheets that use a "Client Name" column with a dropdown list. Whenever a new client comes on or exits, we have to manually update every sheet that has a Client Name column and update the dropdown list. We do not have…
Smartsheet Filters
I’m hoping you can help me out with a question regarding Smartsheet. We have created a exception report within Smartsheet and I am having an issue with a client row being recognized when a filter is placed on the particular smartsheet. For Example: on the Exception main page you have 50+ clients listed with all exceptions…
Dark Mode feature need
How can we get a dark mode feature into the pipeline? It's very common these days for reports and forms to throttle between regular and dark mode. Hope this can be done easily to stay up to date.

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Data deleted in error earlier today, can I get it back? (Undo button not active)
Earlier today it looks like several columns of data had the "clear contents" action taken in error. Is there a way to get that back other than using the snapshot feature and manually adding it back to a sheet with conditional formatting etc.? thanks in advance for taking a look1
Add email address to Workflow
First of all, I use Smartsheet Gov. I have the following workflow set-up. I wish to add another component to it, but I am not sure how to do it. In addition to the date being recorded as shown, I also want an email sent to a specific address. Oh, and I also need to have the Trigger set so it ONLY works when today's date is…
Smartsheet Admin Center
Hello, I unshared a user from all of our sheets about a month ago through the Admin Center. At one point, this user had Admin access on many sheets. When I run the User Report, the user is still showing as Admin or Viewer on sheets they were unshared from. I’ve manually checked several of these sheets and confirmed they…

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