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Smartsheet Basics

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

Reset Baseline Not Appearing for Admin Users
We're having an issue where the Set/Reset Baseline buttons are not appearing for Admin users. Is this a known issue or is there a setting we need to change so these appear in the baselines popup? Thank you! Note: We have tested multiple browsers for this. Users with a license can see and use the baseline set/reset buttons,…
Best way to file forms
Hi All, I have created a fairly complicated workflow to track productivity and financial data with multiple sheets and reports, I am now looking to ensure access is minimal for each work-level in order to simplify and reduce the number of sheets etc. they see, however I have forms in several sheets and wanted to ask how…
Weekly update request for newly approved rows
Hello, I'm trying to set up a workflow that will send an update request once a week for all the rows in which the status has changed to "Approved" during the week prior to the request notification. The update request should not include rows that have the status "Approved" if the status field for those rows was not changed…
Does anybody know where this Smartsheet template is located in their system?
Thanks in advance for your assistance. Rex
Form list from sheet - help!
I have an intake sheet that has a Project Name column. The list of active projects is kept here. I have a form where I need to let the requestor select which project their request is associated with based on this list of projects. Is there a way to get that column with the dynamic list of projects to display as a drop down…
How to report a bug?
Anyone know how to report a bug to the Smartsheet developers? Going through the following steps SHOULD result in "True" and instead results in "False": create a new grid in [Column2]1 enter the value 30 in [Column2]2 enter the value 29.8 in [Column2]3 enter the formula =[Column2]1 - [Column2]2 in [Column2]4 enter the…
SmartSheets not working in Teams
Hi, I've read previous threads and I am still not able to solve my issue. I had three tabs to show dashboards in Teams. They were loading fine. now I get the generic error message to Log into Smartsheets, which takes me to the SM landing page. I've been logged into SM and still am not able to reload the dashboards in Teams.
Project Cost Tracking Template
I found a template for the above that included a bar graph up top. I tried importing it,but lost the bar graph in the process. How do I fix this? Thx!
Scanner won't "Enter" after scan
Hi! When I scan data in Word or Excel, after I scan it will auto "Enter" to the next line but when I scan in a SmartSheet form, I have to "Tab" to get to the next line after a scan. Are there specific settings in SmartSheet to be able to automatically "Enter" to the next line after a scan or is this not possible with…
Inconsistently updating Latest Comment Column
New conversations sometimes immediately populate to the Latest Comment column. Other times I need to save & refresh browser which works inconsistently. My last resort fix is to copy the new conversation, delete the original and then save a new conversation which then updates to the Latest Comment column. Anyone else run…

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View owned items before removing a license
I need to remove a license from a user and when I do I'm asked if I want to transfer all their owned items to a new user. How do I see what items they own? I've downloaded the Sheet Access Report and this user doesn't show up anywhere in the "Owners" column. Thanks. Bart
Daily Approval Reminder
I have a workflow setup to decision exceptions. The options are approve, decline, and submitted. I am trying to create a daily reminder for when a request is in submitted status to remind the recipient to take action and the ability to complete the decision should be in the reminder. I reviewed the forums, however, the…
Weekly update request for newly approved rows
Hello, I'm trying to set up a workflow that will send an update request once a week for all the rows in which the status has changed to "Approved" during the week prior to the request notification. The update request should not include rows that have the status "Approved" if the status field for those rows was not changed…

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