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Smartsheet Basics

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

Is there a way to Auto Open a Report or Dashboard the moment I log into Smartsheets?
I would like a Report or a Dashboard to automatically open as soon as I sign into Smartsheets. Can this be done? Thanks!
Help with Smartsheet
I am the owner of two Smartsheets that I've developed: one initial and one final. I have granted my client admin access to both Smartsheets, which are set up with a workflow. Records are moved from the initial to the final Smartsheet if certain conditions are met. My client wants to add extra columns to the initial and…
Importing Excel Document adding apostrophe to certain cells.
I imported a simple 4 column excel document with around 8,000 rows. The columns are Item, description, UOM and cost. I am using the item and description to write a VLOOKUP on a separate sheet. For some reason in the item column (Which are all item codes) if an individual cell has only numbers, it adds an apostrophe BEFORE…
Is it possible to report daily % complete progress for a given task?
I'm newer to smartsheet and have googled this a bunch and I'm lost. I have a task called "Batch 1 Models" and below it 10 sub-tasks. I'm looking to report to my management that Batch 1 is 50% complete as of 8/21. If it's 60% complete on 8/22, I want to capture that as well to be able to say that we've increased 10% in 1…
Sheet will not save changes for me
I have a sheet with a process that has been used for years. For the last 2 days, a handful of people's changes are not being saved (including mine). I own the sheet, so it isn't a permissions thing. It is the only sheet it is happening to. There are no filters on. Here is what the steps are: 1. I populate the row 2. Hit…
How do I get the Save button to work again? It is currently greyed out.
My Save button is not activated. How would I turn that back on?
Has anyone else had their Automation Workflows stop working?
The error I keep getting is that One or more recipients are blocked. I have not changed anything with the people I'm wanting to alert with the notification. It is not all the people either. When I click on the "How do I fix this?", I get, "To add these users as recipients, contact your Sys Admin. I am the Sys Admin! The…
Populate Notification Message Header with Information from a Form Contact (email/name)
Is there a way in the automation workflow to have the notification header auto-populate the name/email of the person that has submitted a form? I have a form where individuals have to enter their name and email. When we want to go back to our emails and search for the proof of submission notification, it's generic, and…
Using COUNTM Function to count more than one zipcodes listed in one cell
Good Evening All, I am collecting zipcodes in one column, a person could list more than one zipcode in a cell. I would like to total the number of zipcodes as the survey responses come in real time. Its okay if I count duplicates as well. This is a survey so I am using the text/number format. Issue: COUNTM does not count…
Why am I not seeing the column in report creation but the column exists on the datasheet?
I am creating a report from the datasheet and the column "Deliverable" is on the datasheet but when I create a report, the column does appear for me to select for the report.

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Remove workspace shared users from 1 sheet
We are working on setting up our Career Reviews in Smartsheets. We have a group of all staff that has access to all sheets in our workspace. I want to remove them access from just the Career Review Sheets. When I do that it says it will remove them from access to the entire workspace, which is not what we want. The only…
Schedule Dates Minus 2 days Except Weekends
I'm trying to figure out a formula. I have a customer that requires a 2 day notice that my crew will be onsite to work. I have an automation set up to remind me to send the store an email 2 days prior. In my "Notify Store" column I have a formula for schedule date -2, but I don't know how to exclude weekends so that the…
PDF Generator Automation Attachments
I've set up an automation to generate a PDF when a row of data is submitted via a form. I have another automation to generate the PDF again each time data in the row changes. I am finding that the subsequent PDF attachment is replacing the first in attachments. Is there a way to have the subsequent PDF added as an…

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