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Smartsheet Basics

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

Tru-up Dates?!?!?!?!?!
Why is there conflicting dates with tru-up? Why does it say June 24, 2024 for implementation but my tru-up dashboard says "3 days remaining"????
Can you insert a URL Link into a form
I am wanting to put in a form a URL Link instead of an attachment. Is there a way to do is?
Creating unique participant IDs
Hi all, I am looking for a way to generate unique IDs for individuals filling out forms. We have a number of events for which we have made registration forms. When a person fills out a form, we would like to have the corresponding sheet automatically generate a unique ID for each person that is de-identified. Is there a…
Duplicated entries
Hello Smartsheet community, I'm using a form to update my Smartsheet, and I'm wondering if there's a method for Smartsheet to notify me if I add entries that already exist in the table, in other words, to avoid duplicates. Thank you in advance.
Printing Group/Summary Reports
I have added 3 groups to selection of data and had each one summed for total but when I export to .pdf it only shows them in the standard grid. I need to be able to print it out/send the report with grouping and summary tool. If this is not possible (crazy to have but not be able to print) are there alternative ways to…
Conditional unique KEY generation ?
Hello to all ! For my helpdesk activity, I am logging "tickets" numbers in a sheet database which are "uniques" and serves as my primary KEY, with a workflow of INDEX/MATCH to populate data to other sheets... These "tickets ref" are populated trough a smartsheet Form... Sometimes, we must work without a dedicated ticket…
Attachments
Hello, I am currently using Smartsheet to track my service calls. By doing that, I add attachments for internal use, i.e.: requesting POs, costs, etc. However, I have also shared the service call sheet with my client. How can I prevent from client from seeing or opening the attachments?
How do you move a sheet from one workspace to another?
Assume both Workspaces are owned by the same person. Thank you!
Deleting a User from multiple sheets
I have invited a user to a number of my smartsheets. They are leaving the company and I would like to remove them from all of the sheets they have been invited too however, when I go to the User Management section and search for them they don't show up. There are actually a few people I am noticing that don't show up. How…
Receiving multiple emails from workflow
This discussion was created from comments split from: Automation Workflow Alert someone Contact List Multiple contacts.

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Need automations in Expanded Sheet of Table View
I am VERY excited about the release of both Table View with expanded capacity for rows and cells, and the integration of Column Links into that sheet type. It will address several applications that required painful workarounds when constraints of the conventional grid format sheets reached a variety of constraints. Each…
Looking for Tips on Building Smartsheet Buy-In
Hi everyone, Our department is still relatively new to Smartsheet, and overall, the rollout has gone well — most team members have been enthusiastic and quick to get on board. We’ve also had a few internal champions who’ve helped drive early adoption, which has been a big help. That said, we’re seeing a bit of hesitation…
Baseline disappearing when exported in PDF/PNG.
I've discovered a bug where the baselines displayed on the Gantt chart disappear when exported to PDF or PNG. This is clearly a defect, and I hope for a swift fix.

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