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Smartsheet Basics

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

Switching Users to Viewers
We have been working hard to clean up our users before our renewal when the subscription model will take effect. We have moved ALL users (except for our 3 core users) to Viewers and do not plan to get them licenses since they interact so sparingly - it is not cost effective for us. When I run the Sheet Access report - it…
Calendar View
In the Calendar View, is it possible to see the information in the primary key and another column?
Error: The sheet you are trying to open has been deleted
I published a dashboard with a report so executives can see certain data. The report is published so anyone with the link can view it. However, on the published dashboard at the bottom of the report it truncates the data and has a button that says, "Open source report to view more." When I click that button, I get a…
Record a date automation not working?
I have a task list, and I want to use automation to supply the date the checkbox gets checked. Here is my workflow: Am I misunderstanding this workflow? Do I need another condition in there somewhere? Absolutely nothing happens in this sheet when I check the boxes. Thanks!
Show % progress on bars in Gannt view
Been searching and can not find any clear answer to this so ill ask (maybe again). Is there a way of presenting the % progress within the bar of a task in Gannt view as it is as default in MS Project for example? It could be enough to have it in 25,50,75,100% increments for me
Multiple dates from one row in calendar
Hi, I'm tracking clients in a sheet with about 12 different date columns per row. I'd like each client's name to appear on the calendar by every date listed in their row, but Smartsheet only allows one date column per calendar view. Are there any good workarounds for this?
Value change after specific entries in a form
is there an option to remove a value on a question after it has reached maximum entries? For example we have a registration form and we have multiple dates (as values for the answer) and each date (option) can be a maximum entries of 10; I want to be able to remove the value (date option ) automatically once it reaches 10
RACI
Does anyone have a RACI template? I found a smartsheet post about a RACI but it does not have a template.
Trying to set up a Round Robin for techs based on project type and if they are not out on leave
Hello I have been searching for a way to auto-assign a tech in a round robin flow based on what type of project it is . i.e only persons A-N should be assigned to the following types Decom, Darken While persons O-U should only get assigned to (or possibly any project type above or below) Go-To, Downsize, Refresh, Build…
Links broken
The links in my Project Intake Sheet and Project Metadata have broken. Is there a way to revert to a line in the activity log?

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Dashboard - Chart Help, multiple responses in one column
hello, I am trying to create a graph with the data below, however I cant figure out how to capture the work type count when there is multiple options in that column. The formula i am using is in the screenshots attached (count by processor) - hopefully that gives you enough to help me out!
New Sheets no longer living under "Sheets" Area
In the past, I could create new sheets or move copies of sheets from other workspaces into my Sheets area (the area above where the Workspaces are located). Now when I create sheets, they go to an "Untitled Workspace" and I cannot move it into my own personal Sheets area. Is the Sheets area being phased out?
Does a form's link change when it is deactivated, then reactivated?
My form isn't ready to use yet, but I need to share the link so that it can be added to a document that's shared around my organization. I'll reactivate the form by the time said document is shared. Will this plan work, or will my form's link change as a result of being de- and re-activated? Thank you!

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