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Smartsheet Basics

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

Cell Links Between Sheets Don't Work Consistently
Hi - I have set data mesh cell links between multiple SmartSheets that I own. The properties of the columns on the different sheets match. In the Data Mesh set up, I've selected: To overwrite content To create cell links To run immediately I have multiple instances where data changes on the source sheet and does not update…
Automation problem
Hi, I'm having issues trying to get my automation to function. I have tried it numerous ways and it still doesn't work. Basically, if anything but New York is selected, I want a link email to go out with an additional form I need to fill out. Here is what my workflow looks like: I just cannot figure out what I'm missing…
Changing Seat Type to Guest
This new model is completely confusing and sneaky. I gave access to external folks as admins because that's still a choice you can make at the workspace or sheet level. Now they're listed as viewers in the admin center, so they can't actually do anything with the sheets I need them to be able to collaborate on. I read that…
Able to send only one row at a time?
Hello. I need to send a sheet to multiple different people and I want them to only be able to interact with their specific row. Is this possible? eg: 10 rows(person A, comment) I want Row 1 to go to person A and for them to only see their row and only comment in their specific section, Row 2 → person B, etc, etc. Any help…
User not showing up on user list
I have a user that I invited to our account. She is trying to set it up through the invite email she received, but she is getting an error that says "Your account has been blocked by your account adminstrator. Please contact them for assistance." When I go to our user list, she is not anywhere on the list. Yet, when I went…
PM Agents
How to create PM agents to automate project management.
Printing comments under relevant tasks
I've got a sheet set up with multiple tasks assigned to different people. When printing the sheet the comments are all listed at the bottom of the sheet rather than under the relevant tasks. Is there a setting that allows the comments to be printed under each task ?
Printing comments under tasks
I've got a sheet set up with multiple tasks assigned to different people. When printing the sheet the comments are all listed at the bottom of the sheet rather than under the relevant tasks. Is there a setting that allows the comments to be printed under each task ?
text to table "version" in Smartsheets
Hi all. Hoping this is pretty basic here. I had to do a find and replace on a few numbers in a Smartsheet grid which changed them to a different "format" (not sure if thats the right word) from the others. I've since ran a Vlookup on the column, and the converted numbers come up as no match. I believe this is the same…
Linking another Sheet
Hi All, I am having some challenges which I was hoping someone might be able to help me with… There is an existing Smartsheet that a project team uses to display new product introductions. As this sheet is updated in real time and I am not in that team, I can't add fields that I want to track into that sheet; however, some…

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Sharing to unlicensed users
We need to share a couple of sheets to unlicensed colleagues for viewing and minor editing. Can you advise what’s the best way to handle this? Should we: Ask them to create their own free accounts - what is the downside of this? Is there an “expiration” on their account and will they no longer be able to view/edit sheets…
Every Timeline widget tied to a report has stopped working
I have a couple timeline widgets tied to reports on my dashboard, just for tracking rentals of different types and having the length of the rental visible on the timeline. As of this morning, every single one shows the error "Columns used to configure this widget have been deleted or changed. Edit this widget to update…
Moving sheet from one workspace to another
Hello, I have a general question. looking to move a SHEET from one workspace to another. That sheet has a FORM and Workflow Alerts set up. Will that disrupt my workflow and inactivate the form link? Just want to confirm what I need to do to ensure the SHEET and workflow alerts don't break. User is the same. Second question…

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