Product questions?
Ask it here! The community's got your back.

Smartsheet Basics

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

How to send a generated document to a person in a cell?
This discussion was created from comments split from: Automation to Email Generated PDF to Specific User or Contact of a row.
Board view sorting?
Does anyone know if this will be a thing. We use card view every day to run a project I manage. Card view has no auto sorting ability and i want to have the cards sorted by a priority rating. as of now Board view has no sorting ability either.
Enhancement Requests
In dashboard, allow the option to freeze a widget so that it is visible while scrolling up and down. In report view, allow conditional formatting (not available), and highlight changes (available) to be shown on dashboard view. Allow for the embedded link of calendar view to zoom to the calendar only on dashboard instead…
Generating Automatic Monthly report
Hello, I want to generate a report for for the sum of a dollar value received in a month across various business units. for example: in February, McDonalds 1 credited $800, McDonalds 2 $300, Mcdonalds 4 $500, and so on. I have a helper column already for when the line was closed and a separate column for the dollar amount…
Is there a way to create automation workflows from Proofs?
We're exploring ways of using PROOF as a way to get approval on requests. The Proof screen only allows the reviewer to select Approve or Require Changes. If we have the reviewer click on Require Changes and enter "Denied" into the comments, can we create an automation that would update the status column to "Denied"? We're…
How do I link a cell from another sheet within a formula
How do I link a cell from another sheet within a formula
Name changes
Hello I would like to know how people are dealing with name changes in smartsheets Any feedback would be great.
Just kudos for a SmartSheet training
Training: Build with Smartsheet: Laying the groundwork Workshop" Refreshed the creation of a "form". It was great, really informative. Thank you!
Anyone else experiencing EXTREME delays with cell linking?
I'm noticing SEVERE delays with cell linking lately. As in over 15 minutes before the cell populates. Our plan includes tech support, so I called yesterday. They said "up to 5 minutes is normal" I'm at over 15 minutes with no data being pulled down from the other sheet.
How to tirgger multiple different actions in response to a single Automation Trigger?
In response to a Trigger, I'd like to perform two actions: Change cell value Record date However, when I attempt to add the second action, I get this message: Selecting this action will remove its subsequent actions and conditions. I understand that this can be done using two different Automations, but I'd like to keep…

Popular Tags

Trending in Smartsheet Basics

Making a new sheet after the most recent update
I used to be able to make a sheet in my own file (see img) using the Create button in the top right corner. Now I can't make a new sheet without creating a workspace around it. How do I make it not do that anymore? I just want to make a sheet for my own use and keep it in the file with all the others I'm currently using,…
Automation not Triggering on Function Checkbox
Hello, I have an automation that is setup to trigger once a particular column checkbox is checked. The column checkbox is checked by a column wide function. Prior to this I had cell level functions and the automation was working fine, not sure what the issue is now… Any help would be appreciated! Details below: when all…
Am I able to Change the Order of Items in the Legend on a Chart?
We would like to keep things consistent across the board for our PM's and business owners when it comes to the RAID Log. I have labeled them "1., 2., 3., 4." and it works in certain instances, but it's all over the place once we pull that info into charts on a dashboard. It now looks extra confusing. I am very new (3ish…

Help shape the future of Smartsheet.
Share your ideas and feature requests.

Watch video

Smartsheet Basics

Discussion List

Categories

Popular Tags