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Smartsheet Basics

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

Can I copy/paste summary fields between sheets?
I've just added six sheet summary fields to a sheet. But I have to add the same six fields to another eight sheets. I've been looking in the posts here, and I don't see anyone addressing whether there's any way to copy/paste the
Add Column Description
There are several instances when I make a new column in a sheet and want to add the description. The current set up is two different functions. Can the "Add Column Description" be added to this prompt box? I use several column formulas and automated columns that are also locked. In order to "Add Column Description", I have…
Delete inactive smartsheet account
I'm trying to figure out how to delete an inactive Smartsheet account so I can use that email address for another account. The account I'm trying to delete was a free account with no system admin, so there's no one to contact. The AI bot with the Help Center told me my only option was to use the Smartsheet Community. Any…
Need Help w/ Report View - Nothing Is Showing
Hello Smartsheet Community, I need some help with a report that I created and shared with a customer. The customer is not seeing any of the information that is pulling into the report. See screen shot below that the customer texted me. I do have the report filter only showing the customer their product pulling from our…
Send QR Code in an Automation
Hello! I have a user that manages events. When an event is completed, she would like to automatically send an email with a QR code that will take the recipient to Cvent to complete a survey. My thought was to keep the QR code image in a Sheet Summary field and then link to it in the sheet via a column formula, then create…
Copy paste row data to smartsheet
Hi,We’re currently experiencing an issue when copying and pasting data into Smartsheet — the system limits us to batches of only 500 rows at a time. Is there a way to work around this limitation, or could this be considered as a potential enhancement for Smartsheet?
Anonymous Survey
Hello, I am looking to send a survey to my team, I would like for it to be completely anonymous, is this something Smartsheet can do? If not is there something we can do to make is as anonymous as it can be? Thank you!
Change Order Management
Does anyone have best practices for collecting and managing Change Order requests for Project Plans please?
Sheet Summary in Table View
How do I view sheet summary fields in Table View? I have a large sheet that only works properly in Table View, but I don't see how to get to the sheet summary page and how to add sheet-level attachments. If I switch back to Grid View to access those, the sheet won't save because it has too many cells. I'm in a Catch-22…
Automation to add links in a column in origin sheet from destination sheet.
Hi, I set up an automation to copy a row from someone's intake sheet when they assigned it to my team into my intake sheet. We did this so we didn't miss any of the metadata they are capturing. Can I set up an automation that copies a column that has "DAM Link(s)" from my intake sheet back into the original intake sheet…

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Automation for 2 tasks
I'd like to create an automation that does two things. Trigger: When rows are added or changed I want the following two items to happen. Record a date in the column "Completed". Set to today. Move row to sheet called "Completed Jobs" Please let me know if there is a way to do this using conditions?? If so, please give me…
How do I show both birthdays and anniversaries on the same calendar?
I want to add a calendar to my team's dashboard that shows both Anniversaries and Birthdays every year. I have the following columns: Team member Date (date of anniversary and birthday) Anniversary column to show this year's date (formula) Birthday column to show this year's date (formula) When I go into calendar mode, I…
automatically updating created date on a sheet
Hi, I am a new user and trying to work out why my pre start form I copied from another worksheet wont update the date etc in a new worksheet. I duplicated a sheet from one workspace to a different workspace. It is a sheet with a prestart checklist that in the original workspace, once its filled in it puts the days date and…

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