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Smartsheet Basics

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

Copy/Paste COLUMNS from One Sheet to Another
Good morning! We are working on updating the Milestones we track on all projects. In order to increase our data points to create more opportunities for more dynamic reporting, I have about 30 columns on a master "template" sheet that I need to add to all of our existing project tracking sheets. Is there any way to…
Automation when a timeframe is reached
Are you able to use an automation that when a timeframe is reached it displays a selected symbol? For example I am wanting to make an automation like "When the end date is within 2 weeks display this 3/4 quarter bar full. And like when the end date is reached display this full bar.. etc. for all 5 options. But when I go…
why i can't edit on shared smartsheet on my laptop but i can on my iphone and andorid device
Recording Changes made in SmartSheets - Row and Column Modifications
Hi Everyone! I was wondering if anyone knows any good ways to record a changed value in Smartsheet's, for the purpose of reporting it in Power BI? We are keen to understand and show the client what changes are being made to the sheet, by who, and what data is being changed (e.g. the status category to changed from…
Bookmarking Forms on the Mobile App
Hi, Do how I bookmark my forms to show in the mobile app favourites? I know they show under Recents but that doesn't help much. Thanks.
Centering Symbol
Hello, I've added a symbol column and am wondering if it's possible to center the symbol in the cell/column. I could swear it was centered and then started appearing as left justified. I tried the normal approach of centering the data but it remains on the left side. Thanks for your help
Sheet Link in Messages sent via Automotion
Did I miss something where the sheet link in automations is no longer displayed prominently? What used to be a hyperlink with the sheet name now appears to only be a generic 'Open in Smartsheet' button. We rely pretty heavily on that text link, so this change is pretty impactful. I do see we can get the sheet link/name…
Automation - Send a message-only alert with relevant details
Hi Ok I am using the Automation - Send a message-only alert with relevant details (when you add {{DATE OF WORK}} to send to clients when they have a booking or when a booking is confirmed but now I have a problem when I add more than one line on my sheet it would send all the messages to all the clients see attached. How…
Automation Not Working – Status Not Updating Automatically
Hi Smartsheet Community, I’ve set up an automation rule in my Smartsheet to automatically change the "Status" column to "New" when a new request is submitted via a form. I followed these steps: Created a "Status" column. Set up an automation rule triggered by "When a row is added." Chose the action "Change cell value" to…
Unable to Download Attachments
Morning all, I'm having issues downloading attachments whilst using the app today. I go through the process but it doesn't dl the doc. Using the browser version is fine though, but I'd prefer to avoid this workaround if possible. I have closed the app and reopened, but the issue remains. Based in Aus and on an Enterprise…

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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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