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Smartsheet Basics

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

Automation Assistance
Good morning Community! I have created a sheet to keep track of all company board meetings. Each department is responsible for submitting material (attachments) prior to the meeting and automations are to be put in place to remind board members of the deadline to submit. The issue I'm having is, how can I have each…
Masking certain columns to viewers
Hi all, We have a main spreadsheet where we keep all of our projects including the budget for those projects. I would love an option where I can either share that spreadsheet, but mask certain columns or duplicate that spreadsheet, but not fill in the budget columns and then share that spreadsheet. Is there any option like…
Locating Form Submissions
The form is active as colleagues have told us they have submitted, but we have no idea where to find the results. The form owner is no longer available. How do we locate the results?
Conditionally Copy "Modified By" value to another row cell
An update to a column called, "FOO", should trigger an event where the contents of "Modified By" are copied to a column called, "BAR". Steps. 1. I change the contents for "FOO" from 'a' to 'b'. 2. "Modified By' changes to my email (the usual automated way) 3. My email is copied over to "BAR" **If a field other than "FOO"…
"You do not have sufficient permissions on this sheet to make this change."
Hey all, Been working with Smartsheet for years and never run into this. I was shared as an admin (I quadruple checked I am 100% an admin on both) to two sheets earlier today and am attempting to cross reference one for a fairly complex formula. Every time I try I receive this message. I logged out, had the other party…
Graph not displaying correctly
Why is my graph displaying like this? My In progress calculation is 39%, but the graph is displaying 93%. Below is my metric sheet.
Question on graphing data on a dashboard while using a smartsheet form
Hello, I am trying to graph data for production as close to real time as possible. We run a test and then use a form to populate a smartsheet. I have a dashboard pulling from that smartsheet to graph the data. I want the graph to populate based on new data entries, however the graph will only populate based on the data I…
Unable to import an Excel or .csv file into Smartsheet
Hello, I have a file which was exported from a sql server and converted to an .xlsx file. The file only has one tab and contains 12K records. I am unable to import the file into an existing workspace in Smartsheet; upon first attempt, I can select the file, then select the primary column, but then the Smartsheet 'import'…
Access to Form but NOT Sheet Data
Hi, Quick question, is there a way to provide an internal user access to submit a form but not be able to view/access the Sheet and it's data? We're creating a Write-Off process in Smartsheet and even though we are allowing anyone to submit a request, we only want a certain audience to view the sheet contents. Thanks!
An Automation is triggering two emails at the same time (This wasn't happening before)
Here, you can see an example of two emails triggered by the same automation but at different times. This was not happening before… It's been almost a year without this issue but last month I started receiving feedback from people using the my smartsheet that this was happening. This is the automation workflow: There's no…

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Custom Report View
I have a report that is pulling information from a sheet. Is there any way to set this report up so that anyone that views it only sees the rows with their name on it?
How to do lookup for multi select dropdown cell to return results for all selected items in cell?
Hi I'm trying to do a lookup or index/match or whatever that can search all values in a dropdown list cell with multiple values and return multiple values. Sheet 1 screenshot (yellow highlight is where I want formula to be): Sheet 2 screenshot (contains table of lookup values): I'm trying formula from this question from…
IF logic formula
Hello, need help. I created formular for two outputs - "OTD" or "Not". See attached snip for details: A) Test 2 and 3 with date = Correct outputs, but for b) Test 4 without date = Same fx, still output "OTD" doesn't make sense. What do I need to do? C) For Test 1 formular seems working. But I'd like to incorporate into one…

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