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Smartsheet Basics

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

Weird issue with copy row workflow
I'm having an issue with data formats in a copy row workflow. I have a sheet that is functioning as a form. There is a list of data spread across rows and columns, and different people are updating a value in a single column. When that value is updated, the row is sent using a copy workflow to another sheet. On that row it…
Need a Successors Column
I REALLY need a successors column, for the same reason that multiple people have listed in discussion threads. 1) is this an enhancement in the backlog? 2) when is this high priority feature going to be added? Thanks
Is there a way to restrict visibility of a column to specific people?
We want to add a column to our smartsheet that has data that we only want to be seen by a subset of the contributors to the smartsheet. Is it possible to have a column with limited visibility?
Anyone use SS for work order management?
Every month I have 40-50 customer sites I need to visit to complete tests or inspections. I want to ensure I'm being as efficient as possible and using SS to its full potential. I'm happy to screen share and/or teams video-chat to show what I've done thus far. Also, I'm curious if anyone knows how to change all card colors…
Sheet Owner Transfered License
Hello all, I have a sheet owner who recently transfered their licenses to another team member and now we are getting an error on the sheet automations saying they need to have a business license for automations to run. It sounds like she is unable to transfer ownership now without a license as well. Any ideas on how we can…
Prevent Form Submission If Date is Greater Than 90 Days In Future
Our IT department uses a form in Smartsheet for users to request access to to our systems for external users. One of the columns in the sheet/form is the Account Expiration Date, which can't be more than 90 days in the future. Is there any way to prevent a user from submitting the form if they've selected any such date? My…
Smartsheet Automated Workflows - When anything is added or changed - Weekly Report
Hello, My team has a Smartsheet that is very column heavy due to the nature of the sheet. We would like to send out a automated sheet summary to stakeholders that contain any changes or additions highlighted weekly. The problem we are running into is that it looks like the email notification report contains all rows that…
What is the best way to create a Gantt that schedules backwards automatically from a due date?
We have a planned date that we need to be on a construction site to start our work. From that "due date" i know it takes 2 weeks to gather and fabricate material, so i would like the start date of that task to be 2 weeks prior to the due date. Then i would create another task with an automatic due date before the first…
Need more than 150 Workflows on a form
I just hit the 150 Workflow limit on a sheet I'm making. This sheet connects to a form which, to be successful, depends on the Workflows. The set up is that users select from dropdowns on a form, which triggers a Workflow to add a new line to the sheet with text from dependent on what dropdown was selected. There are many,…
Create child rows automatically based on Parent
I have played with automation and don't think this is possible but hopefully this group can prove me wrong. I need several reoccurring child tasks added after Parent task is generated. Is it possible to do this with automation or formula. See Example Below: Submit form and send to creative/content for initial (Parent) ·…

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Notifications for Only the Requester
I'm working on a compensation request form that follows these steps: An HR Business Partner completes the Compensation Request Smartsheet Form that then triggers an alert to our Compensation Manager. Our Compensation Manager will insert the requested information. The HR Business Partner will be alerted when the…
I want to report the values of mixed data types in a single column
I have many many sheets where column names are the same but data types are different (ex: some "Assigned to" columns are text/numbers and some are contact list, some "Project Name" columns are text/numbers, and some are dropdown list.) The choices in value type are driven by the many teams specific needs. This creates…
Format a Cell
Is it possible to format a singular cell in a sheet to total the above numbers add in each cell of the column.

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