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Smartsheet Basics

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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…
Card View not sticking on Reports (new issue for us)
HI all, We use Card View on reports to manage a Kanban-like board of tasks for our analysts, and to assign work for the day/week. The week of Oct 21st all of our reports stopped maintaining the Card View setting when you leave the page and come back to it. (the report presents in list view when you reopen it) While it…
I am using the SS app on a tablet. What is the best way to search my sheet without typing full text?
Export selected rows only to excel
Hello, is it possible to export only the filtered rows to excel? When doing the export, it will hide the rows that were filtered, but they will still be in the excel so if I try to copy and paste or create a mailmerge, the excel will also pick up the hidden rows. Alternatively, is it possible to do a mailmerge via word…
Plan Usage user downloaded report
The user report generated in Plan Usage pulls in the users Job Category as the Department, instead of the Department listed on each user profile. Is there a way to customize the report, or another report somewhere that pulls in the correct department for each user?
Smart Sheet Use for Project Management - Meeting Agenda (w/ Form) to Action Item Tracking (Per Proj)
Hello everybody, First time poster. I've searched the forum to find a solution, but I wasn't successful, so decided to create my own post. I'm new to smart sheet, so would appreciate help in getting a solution for my workflow. Just as some additional information - we currently have numerous live projects at any one time,…
Submitting Multiple Rows using one Smartsheet Form
We are creating a new Smartsheet to track deliverables. We have asked competing vendors to add delivery details within a ‘Smartsheet Form’ to auto-populate the sheet. Orders contain 1 to 100 shipments. Our Order Number is the same for all shipments. Ideally the vendor would like to enter the Order Number and the Order…
Tutorial for users not builders
Hello, I'm creating smartsheets for my team, but they have never used smartsheets before. I'd love for them to watch a tutorial on the basics of using a sheet, but that skips all of the building/editing. They won't have to create automations or link anything; I've built all of that. They will just be responsible for…
How to Display Field Data Without Hyperlinks in Smartsheet Automation Emails?
This discussion was created from comments split from: Include Hyperlink in Automation Email.
Block Dates
I have a form for requesting email sends and I wanted to know if I can "block" some specific dates so that requesters cannot make requests on those days. Is it possible?

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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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