Product questions?
Ask it here! The community's got your back.

Smartsheet Basics

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

How to create a Trendline in the Dashboard
Hello Smartsheet Community! So I am trying to create a trend line that shows the # of projects in flight each month since the beginning of 2024 (YTD) and since this same month last year (YOY). The problem I'm running into is that I'm creating a report of the data listing only the project names & the dates, but the…
Capture attachment from a sheet and display in Dashboard widget
This discussion was created from comments split from: Attachments sheet to dashboard..
Contact List Field not selecting contact from list.
I have a contact list field on a form of mine. When typing a contact name and submitting it, the spreadsheet doesn't actually select the contact, linking it to their other information like email. I have to manually select it from the dropdown. How can i make it so it actually selects the matching contact from the list?
Issues with automation - Update Requests
I have a job assignment workflow where a person assigns work to another employee with triggers for a QC review and updates from the person on the time they start work and when they end their work. Recently, SmartSheet began having issues. Some QCs did not get forwarded to the QCer, Time entry responses were missing the…
Separate update requests
Is there a way to make sure update requests are sent individually? Right now, I have a smartsheet process where a person fills in a form and a coordinator is notified. then the coordinator assigns a specific person (contact) to each row. When this person (contact) is assigned, an automation sends a request an update to…
Duplicate Rich Text Widgets to another dashboard
Hi, We have a project that has a SS dashboard with all the updates ("Master Dashboard"). We have another dashboard that would duplicate some of the RT widgets from the Master Dashboard. How can we do this automatically? Trying to avoid duplicated efforts for the same exact content. The content has some rich formatting, so…
Metric Widget not working with specific Grid Sheet
I have a grid sheet that contains contact information. I am trying to pull that information into a dashboard focused on specific staff. The plan was to use a metric widget to pull the contact information for that individual (i.e., Name, Phone Number, Email, etc.). When I add a metric widget and try to link to this grid, I…
Looking for a way to show last 5 entries in a sheet
All, I am new to Smartsheets and am looking for a solution to show the trailing entries on our dashboard from an excel sheet. The Report option allows for selecting how many rows to show but starts from the top row. Below is what I have tried so far. First I created a sheet from the excel sheet Then I made a report of the…
Auto sum in form?
Is it possible to have a field in a Smartsheet form auto calculate a sum of previous fields in the same form? For example: On an invoice form: If $500 was spent on supplies, $400 was spent on travel, $150 was spent on other allowable, can we have that auto-calculate into the Total field? Right now, submitters have to…
Is there a way to utilize one sheet for multiple projects, but still roll up into a dashboard?
I work in an IT department as part of a fairly large school district. We typically don't super fancy PM tools other than a project name, all the tasks associated with that project, who is doing those tasks, and when they need to be completed. So each division in our department has setup their own sheet which as multiple…

Popular Tags

Trending in Smartsheet Basics

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?
Multiple Users in Grid
Hello. I am trying to create a tracker where there will be multiple users in a Grid sheet and everyone will be adding in a new line at random and same times. Is there a way I can create it where people's work won't save on top each other? Or is there a live view on Smartsheet where other people can see that someone else is…
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…

Help shape the future of Smartsheet.
Share your ideas and feature requests.

Watch video

Smartsheet Basics

Discussion List

Categories

Popular Tags