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Smartsheet Basics

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

Sorting in Card View
When I sort the sheet with conditional formatting it works fine. When I change to card view, it seems to lose some of the sorting. Any thoughts?
Moving completed rows onto an archive sheet automatically?
When a user checks the box "Completed", that row will go away or get moved onto an archive sheet. Is this possible? Or would I need to manually drag rows (or copy/paste) onto the new sheet?
Date/Time Stamp when Starting to fill out a form and the completion
Can a smartsheet form track the time when someone starts to enter information into a form and then hits the submit button?
Weird issue with copy row workflow
I'm having an issue with data formats in a copy row workflow. I have a sheet that is functioning as a form. There is a list of data spread across rows and columns, and different people are updating a value in a single column. When that value is updated, the row is sent using a copy workflow to another sheet. On that row it…
Need a Successors Column
I REALLY need a successors column, for the same reason that multiple people have listed in discussion threads. 1) is this an enhancement in the backlog? 2) when is this high priority feature going to be added? Thanks
Is there a way to restrict visibility of a column to specific people?
We want to add a column to our smartsheet that has data that we only want to be seen by a subset of the contributors to the smartsheet. Is it possible to have a column with limited visibility?
Anyone use SS for work order management?
Every month I have 40-50 customer sites I need to visit to complete tests or inspections. I want to ensure I'm being as efficient as possible and using SS to its full potential. I'm happy to screen share and/or teams video-chat to show what I've done thus far. Also, I'm curious if anyone knows how to change all card colors…
Sheet Owner Transfered License
Hello all, I have a sheet owner who recently transfered their licenses to another team member and now we are getting an error on the sheet automations saying they need to have a business license for automations to run. It sounds like she is unable to transfer ownership now without a license as well. Any ideas on how we can…
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…

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Can I connect a Dynamic view to Power BI?
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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…
Start date on task and predecessor links
Hello, when I modify a start date on a task I lose the predecessor links. Is there a method to modify task start dates without losing the links? THANKS.

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