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Smartsheet Basics

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

Does anyone have a simple RFP Scorecard Template they can share?
Hello everyone, I am hoping someone out here can help me. I need a simple RFP scorecard template. Has anyone developed one that they can share?
Creat a From with 2 different languages
Hi can i create one form but its presented to user in 2 different language options? English and French? thanks
Prevent user from changing geo location
Hi. In Smartsheet forms there's an option to choose your geo location (please see attached image). But the issue is that it also allows the user to manually change their geo location, which is not reliable in case if we want to see someone's exact location. Ideally the form owner should have an option to allow or restrict…
Core Product Certification - do you have to take the exam in 60 days or 90 days
On the website, it says 60 days from purchase but when I emailed support - they said 90 days from purchase date. Can someone confirm?
Onboarding Template Questions - HR
Hello! Has anyone used the Onboarding Template for New Hires in Smart Sheet. We are trying to figure out the easiest way to duplicate the sheet for new hires and have them all roll in to one dashboard. We noticed another user commented that using the Project Template worked for him for onboarding new hires. How are you…
Parent marked as complete as well as the children
I'm trying to figure out a formula for when a parent is marked as complete that all the children under are also marked as complete.
How to make format/cosmetic dashboard changes reflect on a copy?
Hi, I have a dashboard that I have created a copy of in another folder. The data updates all smoothly, but I when I make changes to the original dashboard in terms of formatting or cosmetics, I would like it to also reflect in the copy without doing the work twice. Is this possible? Thanks!
Collecting Data without using a Form
I would like to allow others to access their subset of individual rows, and fill in the questions/columns within the sheet. Can i send them their rows, where they access the smartsheet and answer the questions, similar to send a spreadsheet? I want to avoid sending a Form for each row. Thanks! Emmajean
Reformat the Workflow Notice from 4 pages down to 1
Hello, We are using Smartsheet to drive some business processes. The form being used creates a line item in a sheet. Eventually, that line item gets processed and completed. Currently, we have a workflow that sends out an alert which includes all fields. However, the printout is 4 pages long. We'd like to consolidate into…
How to guide a stakeholder through a multi-step monthly review process?
We are managing a portfolio of projects that cut across multiple teams. Each team has a "spokesperson" that is responsible for completing a handful of reviews each month for portfolio governance, such as: Review report showing project milestones that they own Review report showing project milestones that are owned by other…

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#INVALID DATA TYPE (Simple True False Logic)
I've been trying to do a simple check of whether or not the entry from the form has a returned value that is either yes or no and it checks 3 cell locations to see if any returned yes. The 3 columns are Dropdown lists for Yes/No and the Status is a Text/Number, is that the issues? If not how do i fix that?
Parent and child sorting issues
I'm wondering if there is a way to lock rows 1-12 out of the sorting and filtering of a sheet. I might have take out that part of the from otherwise I dont like how the built in dashboard moves when a sort or filter is applied?
Displaying a Deck instead of the GSlides on Dashboard
Hello, I apologize if this has already been answered, I did search before asking. I recently downloaded a template and it had the google slides displayed in presentation mode. I cannot figure out how to do this as when I embed, it's just the entire google page where you can edit and see the menu bar. How do I embed the…

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