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Smartsheet Basics

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

Prevent Form Submission If Date is Greater Than 90 Days In Future
Our IT department uses a form in Smartsheet for users to request access to to our systems for external users. One of the columns in the sheet/form is the Account Expiration Date, which can't be more than 90 days in the future. Is there any way to prevent a user from submitting the form if they've selected any such date? My…
Smartsheet Automated Workflows - When anything is added or changed - Weekly Report
Hello, My team has a Smartsheet that is very column heavy due to the nature of the sheet. We would like to send out a automated sheet summary to stakeholders that contain any changes or additions highlighted weekly. The problem we are running into is that it looks like the email notification report contains all rows that…
What is the best way to create a Gantt that schedules backwards automatically from a due date?
We have a planned date that we need to be on a construction site to start our work. From that "due date" i know it takes 2 weeks to gather and fabricate material, so i would like the start date of that task to be 2 weeks prior to the due date. Then i would create another task with an automatic due date before the first…
Need more than 150 Workflows on a form
I just hit the 150 Workflow limit on a sheet I'm making. This sheet connects to a form which, to be successful, depends on the Workflows. The set up is that users select from dropdowns on a form, which triggers a Workflow to add a new line to the sheet with text from dependent on what dropdown was selected. There are many,…
Create child rows automatically based on Parent
I have played with automation and don't think this is possible but hopefully this group can prove me wrong. I need several reoccurring child tasks added after Parent task is generated. Is it possible to do this with automation or formula. See Example Below: Submit form and send to creative/content for initial (Parent) ·…
Strikethrough
Once something is completed as "done", can the entire line be striked through? Would this be set up as an automation?
Dashboard PDF
I tried to create a PDF of a dashboard I built, but the PDF keeps cutting off some of the rows. Any idea on how to fix this?
Linking two sheets into one master sheet
Ok Here is what I got, I have two employees who work for purchase import section. From Rising the IPO to having the LC created to have the goods delivered to the factory. I have created a common grid header for each of them and they are populating it as I write this. I will then create a master sheet where I will put in…
Linked cell does not update if data in source sheet is removed
I have a source sheet that milestones are added in relation to the date they take place. When that milestone pushes a week and we remove it from the source sheet it does not remove it from the linked sheet. If we change the data instead it will update so, I know the link works. It only is an issue if the data is removed.…
Creating Automation to Log Specific Field Changes from One Sheet to Another?
Hello, I have a large multi-year project tracker. We have a manual select Risk column, where users will select the field should they anticipate a risk for the deliverable in question. I want to create an automation where when "Risk" is selected an automation is created to copy the entire row to a new sheet where the risk…

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Can I connect a Dynamic view to Power BI?
Looking to connect a dynamic view of HR dataset to a Power BI dashboard pulling information from multiple other sources. Appreciate any guidance, thanks
Copied Form not populating collected data. New form is active.
Hello! I copied a form I had made for a similar event I am working on now. I made minor adjustments to the form to match the needs of the event. I distributed the form for people to complete, so the form is active, but the data is not populating onto my Smartsheet. Please advise. I would prefer not to have people redo the…
Automated copy from row to a new row in the same and single sheet.
Hello Smart-Heads! This one might sound trivial, but I am looking for an automation to copy limited amount of information from one row to a new row in the same sheet. The sheet contains initial generic information. Column E can be duplicated across the sheet with unique values from column F, assigned to column E, example:…

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