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Smartsheet Basics

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

How do I publish only the calendar view?
Sorry, we're having trouble reaching Smartsheet...
Why would I be getting, "Sorry, we're having trouble reaching Smartsheet right now. Please check for any known issues at status.smartsheet.com or contact us at www.smartsheet.com/gethelp for help." The status.smartsheet.com page lists everything is good. Is anyone else having this problem?
Dynamic View - Filter and CSV Export
I have a dynamic view with both shared filters and ad hoc filters. When I apply either type of filter and then export the view to CSV, ALL of the rows are returned. The filter is ignored. Is it supposed to work that way or is it a bug? Either way, it greatly diminishes the value of the filter feature.
Subtask Automation
Hello, We have a process that starts with an intake form, followed by the assignment of resources to handle the request. For certain types of requests, a predefined set of tasks needs to be completed. I need a way to automatically generate subtasks to streamline the process. For instance, if the request type "ABC" is…
Custom Group Sort Order in Report
Hello, I have seen variations of this same question in a few places, but none that answers my actual question explicitly. It seems the overall solution would be for Smartsheets to enable custom sorting, which many (including myself) have submitted the request for. I have a prioritized to-do list. I have a report grouped by…
Moved: How to Show Serial Numbers Per User in Dynamic View (e.g., 1, 2, 3 for Their Assigned Rows)?
This discussion has been moved.
Summary report, grouping data
Hello dear, I am a Smartsheet beginner, I am looking to create a report/dashboard showing results per country based on different reports. From one report (the one from the screenshot), I need to take averages per country per quarter - see the screenshot: averages from column 7 and 10 (green ones). There are 3 more…
Form Sharing
Hello, I know there is a security option in Forms to "Require people to login to Smartsheet to access this form" but is it possible to share only with intended users, or just shared users in the same Workspace? To get people to login is not the best security since anyone can create an account, and if I want to restrict the…
How can I escalate an issue?
Last week my company upgraded their account to 'Business' as Teams has discontinued, and we wanted to add a seat for a new starter. We have paid for this with invoice sent to us, yet there has been no change to our Smartsheet account and it is still asking us to upgrade. We have also paid TWICE due to this. Many tickets…
Anyone having problems with reports not including summary information?
Good Morning, I've been attempting to export a report. The export always comes up without summary information, regardless of the export or send type. Above are screen shots of the report and export. Any help would be greatly appreciated.

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What is the difference between a workspace and a sheet?
I have noticed that we can no longer just create a sheet.
Certification Quiz Wrong Anser
Hello, I have a strange question. I just completed the core product prep quiz, and the answers that we given on a couple of my wrong answers were either wrong, or partially wrong. Who would I forward this information to? Thanks!
Editable field within workflow before approve or decline
hello all, Would it be possible to include editable fields for the approver to input specific details before taking action? For instance, in the attached workflow, I’d like the approver to be able to enter information such as the Computer Name, MAC Address, and Applications prior to approval. Similar to how the Comments…

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