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Smartsheet Basics

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

HUGE ISSUE WITH SMARTSHEET INTAKE FORMS!
HI EVERYONE! PLEASE NOTE THAT THIS IS A HUGE ISSUE IN THE SMARTSHEET FORMS! Using the Form logic, I have kept some "required" field hidden. But DESPITE these fields being hidden, my end users are able to click the SUBMIT button and submit the form! How can we submit a form without filling in ALL its mandatory fields?? I AM…
How to pull a series of columns from one sheet to another based on a date?
I want to know how I can pull the columns from date - county to another sheet based on the information being entered in the last year. This sheet is updated very often and I need to be able to pull these columns based on the market they correspond to as the sheet updates for only the last calendar year. For example, I want…
Correct way to hand control to 2nd person?
Hi, I recently went on leave and handed over my reporting process to an offsider. Utter disaster. I had shared all the documents and reports and given them Admin access but they ended up having to create a duplicate set, which I couldn't access unless they were shared with me. What is the correct way to set up a process…
Reporting filtering
Hello Im trying to sort/filter/group by report by assigned to and no's and then assigned to yes in Alphabetical order so Alex would reflect as 1 no and two yes's and then list Brett as 2 no's and 1 yes. Is that even possible?
Forms - Previewing (validating) attachments before submitting the form
When users are utilizing a form, and they append an attachment to the form, can they preview or validate the attachment before they submit the form. For example, on email after you attach a file, you're able to open the attachment to be certain that was the intended file to submit.
automation
We are using one sheet with different forms based off of that one sheet. When setting up automation we would want each form to be copied to a diff email address. Need help in setting up that automation properly
force the choice in a % column to a couple of value
Hi, a have a column "%" i would like to force the possible value to "0%" or "100%" during the inser Is it possible? Umberto
Contact Cell Automation - Multiple Criteria
Hi, I have a list of criteria in a column and I want to automate a contact to one person if certain criteria is selected and another person if other criteria is selected. However, the intake form allows for both sets of criteria to be selected on the same line. Is it possible to build the automation to alert both parties…
Report not sorting properly after adding the year
Hello, Help. My report, which is sorted alpahbetically, was exactly how we needed it to appear until I had to add "2023" before each sheet name and now it seems it has a mind of it's own. "2023 Call Center..." should come before "2023 COBRA...." and "2023 SA Out of scope.." moved it's way up in the list. I have removed…
How do I create a "Network Diagram"
Hi - Can anyone explain how they have created a "Network Diagram" (example) from a Smartsheet project plan data? I realize that it is not possible to automatically create these within Smartsheet, but I was wondering if anyone has done this by exporting their project data to a tool like Lucid or other software. Thanks, Marc

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Identify "youngest" date from "Created Date" Column
Hey Smart Heads, I have another question about our beloved topic of formulas. Background: I have a autogerated column with row created date. In the file, rows are added in 2 ways: In bulk, by senior auditor Ad-hock by auditor I would like to diferentiate these two types of inflow. I came up with an idea of finding…
unable to edit fields
We had an employee leave and we are unable to edit the fields directly in the smart sheet. They had some kind of system set up where their fields were being populated via a dynamic view. I can not longer access this view because the person in question left our org. Is there a way to get access to that view now their…
Automated Workflow Form Request
I have an automated workflow that requests a form if certain fields are blank. It's triggered when a new row is added or changed. More specifically, the automated flow is activated when a required field is added or changed. This works fine. However, the automated flow doesn't issue a follow up form request when some of the…

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