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Smartsheet Basics

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

Weekly Reminders When a Date Has Been Reached
I am working on a tracking sheet for my PM's to schedule a meeting with a customer. The sheet has a column with an "Action Date". This is when I need the PM's to start making calls to set up a meeting with their customer. I also have a column that is called "Scheduled?" with a drop down of "YES" or "IN PROCESS" I would…
Why did the WorkApps GUI just disappear?
Triggering an Automated Workflow
I have a sheet that tracks a payment approval process. It begins when a program manager submits a payment request form, and a new row is added to the sheet. In an ideal situation, there aren't any issues with the information submitted on the form, and Smartsheet has the information it needs from the form and via a cell…
Is it possible to have a multiple line entry using a form?
This could be far-fetched, but is there any way to set up a form to where you can fill it out like this screenshot below? Where it is more than 1 line entry without having to enter 100 different submissions? Currently people email me this excel every week and I have to copy and paste it into a different excel sheet.…
Sheet Summary Report - Indent Function
HI , I used Smartsheet report tool to merge two sheets with common column names. Both sheets have their own indent function. I am able to create a indent on this report, but not able to save it. Every time the report refresh, the indent gets removed off. Not sure what's causing this issue. Can some one help me with this?
Organize Task List
Hello, I was wondering if there is a way to organize the task list so that the assigned to column is a parent row and the task column is a child row, just would make for easier viewing. and then with that is it possible for the form submission to automatically add that to the assigned to person, or will it always add the…
Automations Dilema
My team implements software applications. Often the application we install consists of numerous 'parts'. Each 'part' has an accompanying build sheet: We use Control Center to stand up a project and it will contain all or most of these sheets. We have automation on the sheets when a date is missed. The problem is the…
How to share WorkApps with view only colleagues on an enterprise plan?
Hello! We have an enterprise plan for our company and with 2 licenses on it. I have created a workapp to share some sheets and share a dashboard in one place. Yet I am not sure why I got this message from them when they tried to access it. Could you please help as from my understanding this should be free on the plan we…
External Reporting
Hello - I am trying to create an external report where I only want certain rows (such as with checkbox) but I do not want to put a filter on the report because then the external resource could then expand the data. Is this possible?
How to pull information automatically in a secondary sheet from a master sheet
Hi, please I need you help with this. This is driving me crazy I´m implementing a kanban board for all my company. Nevertheless, this has 2 steps, the first one is information from design department, which is confidential and should not be seen by others. Since is currently not possible to hide conversation and attachments…

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How to make hyperlinks clickable in reports?
Hi, I'm trying to add links to external documents to my Smartsheet projects using the hyperlink feature. The links are functional within each individual project sheet, but when I try to add the columns that contain the links to project reports they are no longer clickable. Is there a solution for this?
copy data from excel and enter into smartsheet with multiselect column
I have a report in Excel that I want to transfer regularly over into Smartsheet for dashboard reporting. One of the columns is a dropdown list that allows for multiple values. I am having trouble formatting it to where when copied from Excel, it paste into Smartsheet as the selected values. When I copy/paste, the cells…
Can i able to remove this new button from dynamic view
Here this new button mislead my customer can i able to remove that new button is that possible

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