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Smartsheet Basics

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

Pull data from a row
I'd like to pull data from a Smartsheet row, having designated specific columns, and put it into a document that can be printed.
Creating Entra groups for users already added in Smartsheet
This discussion was created from comments split from: Auto user provisioning.
Copying column to another sheet
Hi, I have a sheet that includes a calculation to update the value in a specific column in real time. We'd like to track the values over time (monthly) and are looking to automate the process of copying the column and pasting it to another sheet, so we'd be able to create a line graph that shows changes over time. I am…
Managing @Mentions
I developed a comprehensive End-to-End Testing platform using Smartsheet. After my client completed their initial 4-week testing cycle, we held a feedback session. One key area they highlighted for improvement was managing the volume of @mentions using conversations they were receiving . They found it challenging to keep…
Delete Comments
Hi Team, How can I prevent a non admin end user from deleting a comment or comment thread in the dynamic view? Also, how can I notify the end user by email of the comment sent?
Prioritization Best Practices
We are looking to implement a more quantitative, objective prioritization method for our project portfolio. What are some of the best ways to set this up in Smartsheet? If you include on your intake form, how do you count on those submitting to be objective?
How to add Sub-columns in the smart sheet..??
How to add Sub-Columns (Nested Columns) in Smartsheet..?? I know, we can do for the rows like Indent and Outdent for the row to group.. anyway to do it for columns too..
Uploading Attachments to Rows on Sheets
I am unable to upload files (PDF, docx, etc.) to rows. Is anyone else having the same issue?
Paste Special > Links to copied cells is greyed out
Hello My option to paste special > links to copied cells is always greyed out, even when trying to paste into the same sheet and column. I've tried different browsers and sheets. Any help gratefully received!
Conversation Trail
Is there a way to create back and forth conversations in the Smartsheet dynamic view with clients about their request that also records the back-and-forth history? I created a feature in the details panel that points at the comment text box which I add comments BUT if the requestor responds back, historical comments can be…

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Is there a way to do an export of the automation workflows?
We have over 20 automation workflows setup on a worksheet. Is there a way to do an extract of these workflows to review rather than going one by one?
Automation Where One Row Changes Other Rows
Hello Smartsheet Community! New admin here and I'm not sure if the answer to this question is simple or complex. Basically, I want to build an automation that when a top level row in the hierarchy changes Status (column) to "Complete", I want other rows to update their Status as well. My logic uses a hidden column Trigger,…
Current User Chart from Metric Sheet Data
I am trying to create Current User Charts for a Dashboard. I know these charts are typically made by creating a report. However, I am dealing with more data then the report will support filtering. Currently, I have 4 sheets with a total of 54K rows (total across the 4 sheets). So I thought about creating a Metric Sheet and…

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