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Smartsheet Basics

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

Reporting Dashboard
I have issue about dashboard view. Even the settings are published as 'anyone see the link content' but the content does not open in pc. The link does not work. Do you know how it is fixed?
Unable to transfer ownership of workspace
I am trying to transfer ownership of my workspace to someone already in the workspace but am not able to do so. I tried all methods to transfer ownership - via the admin center, and from my workspace. I am trying to transfer ownership of my workspace to someone who is already in the workspace. The person is a licensed user…
How do i transfer or move a workspace folder and all of it contents to a workspace archive folder?
Name and Email Change - Admin Center
One of our employees recently got married and changed her name. She now has a new email address. What is the best way to update this in the Admin Center? If I add the new email as an alternate email, can I make that one the primary? Will this impact any assets that are owned by her?
Automatically fill in data across sheets
I have a work plan in a sheet with a Checkbox column to denote where major decisions are required and a separate sheet working as a RAID log. Is there an equation or automation that would allow me to automatically in the RAID log based on the checkbox? Ideally I'd only want to fill in the relevant columns that are in the…
Sheet Summary Formula not working
Hi - I am trying to calculate the ratio between the number of completed requests and deferred requests in a Smartsheet, and how to display this ratio on a Smartsheet dashboard. I added the summary fields for the Completed and Deferred requests using Sheet Summary. I already created the formula to calculate the ratio for…
Automate sending out an email based upon an answer to a field
Hello, I have a dropdown in a column, and when one of four options are selected, I am looking to send an email out to a user. How do I set this up please?
Filtering for Linked Cells
I am trying to run a report for all of the cells in my "Last Contact Date" column that are not linked to another cell. We have separate teams who are populating separate sheets (SS Logs) so we can link the dates back here, but until they do, we'll just see the dot indicating it's linked with a blank value. The full sheet…
User Activity
I've been wondering about this for awhile, is there a place where you can find your user activity for any comments, or questions you've helped answer etc.. I know there is a Activity in your Profile for badges and achievements but im looking for your activity within the community. Ex: I've answered a question, and now its…
Is there a way I can create a workflow to copy an ENIRE sheet?
My co-worker had to recreate one of our admin scheets, so I was hoping I could create a workflow that could copy the ENTIRE sheet, not just relevant rows. This sheet would then "overwrite" the previous copy we have in our current back-up folder. Is this possible? I didn't find an existing workflow, only creating something…

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RACI Template
Is there a RACI template that Smartsheets already has or does anyone have any suggestions?
Sending a Notification not Working
I am still new to Smartsheet and I am trying to add automation to send a notification to a email account but it is not working. I have no restrictions on the project . Can someone help.
Is there a way to do an export of the automation workflows?
We have over 20 automation workflows setup on a worksheet. Is there a way to do an extract of these workflows to review rather than going one by one?

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