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Smartsheet Basics

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

Does the analyze data chart that is added to the dashboard automatically update?
When using the analyze data and then adding the chart to the dashboard, does the data update when new items are added to the smartsheet?
Published reports no longer include highlight changes, print, view icons
I have dozens of published reports that I've used for years. Below the title, there's always been the toolbar icons to print, highlight changes and toggle between calendar/Gantt/card view. In recent weeks, the toolbar has disappeared. I've tested creating reports from different sheets, and cannot make it appear. I need to…
Report access issue
This discussion was created from comments split from: Sharing Dashboard, report and sheet viewing issues - Report shows blank.
Sort rows not working correctly in sheet
This discussion was created from comments split from: Problem sorting report based on "Assigned to" (Contact List).
check boxes aren't updating
Hi all, I send out 3 update requests on MWF. The only one that updates is the Monday one. W+F don't update so I don't have any follow-up. I know that they are clicking on the boxes bc I saw it happen. Boxes on the right are: working on it, done, need help. Working on it gets sent with the W update. Done is the Friday…
Conditional formatting using multiple columns
Hi! I feel like I'm making this harder than it has to be- I have a max inventory column and sold column, and I want to use conditional formatting to make oversold = Red, sold out =Yellow and inventory available =green. I understand I need a helper column, but can't figure out the correct formula.
Update Requests included in separate Notification Automation
Hi! We have a sheet where team members are triggered to complete an Update Request when a line is assigned to them, which of course includes its own messaging. We also have a separate automation which sends out a weekly 'reminder' email for all assigned lines which have not been updated to a 'completed' status. My question…
Why is Delete Row Greyed out?
I can delete individual rows, but when I select multiple rows its greyed out. Only when I select 1st - 3rd that it is greyed out. 1st - 3rd row, greyed out 1st - 2nd, OK 3rd - 10th, OK 3rd only, OK 1st - 10th, greyed out This happens randomly. Sometimes its not the 3rd that has an issue, and I'll just select another batch.…
How do I create an automated reminder notice for items that are 25 days or more past a date?
I'm sure I'm missing something simple, but I'm having trouble creating an automated reminder that goes out when an item is 25 or more days past the completion date in my sheet. There's a report that needs to be run about a project, but it needs to be run after at least 25 days have past from the completion date. I want the…
View a Full Calendar Year in Calendar View
I am new to using Calendar View. I have been searching around and messing with it today, hoping to move our district's PL calendar into Smartsheet (I currently build it in google sheets). Is there a way to view a full calendar year in calendar view? (We are a school district so I would want it to show July 1, 2025 to June…

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Conditional formatting using multiple columns
Hi! I feel like I'm making this harder than it has to be- I have a max inventory column and sold column, and I want to use conditional formatting to make oversold = Red, sold out =Yellow and inventory available =green. I understand I need a helper column, but can't figure out the correct formula.
How do I create an automated reminder notice for items that are 25 days or more past a date?
I'm sure I'm missing something simple, but I'm having trouble creating an automated reminder that goes out when an item is 25 or more days past the completion date in my sheet. There's a report that needs to be run about a project, but it needs to be run after at least 25 days have past from the completion date. I want the…
View a Full Calendar Year in Calendar View
I am new to using Calendar View. I have been searching around and messing with it today, hoping to move our district's PL calendar into Smartsheet (I currently build it in google sheets). Is there a way to view a full calendar year in calendar view? (We are a school district so I would want it to show July 1, 2025 to June…

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